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Account and Project Permissions

[Premier Customers]

In Mavenlink, Account-level permissions determine the defaults and maximum privileges project participants can have.

Punch Clock: Account members with this setting can only create time entries using the timer. These time entries are always billable and can only be edited by an account administrator. A default rate is required to make this option available.

  • Default Project Permission: Time Logger
  • Description: [Consultants only] the ability to log time and expenses. User can only see their own items.

Collaborator: These account members can use Mavenlink's collaboration and time tracking features when participating in projects.

  • Default Project Permission: Time Logger
  • Description: [Consultants only] the ability to log time and expenses. User can only see their own items.

Project Creator: Account members with this permission may create non-financial projects, but cannot see account member billing rates or manage project budgets.

  • Default Project Permission: Time Logger
  • Description: [Consultants only] the ability to log time and expenses. User can only see their own items.

Project Lead: Project leads can create financial projects, use budgeted templates, and are able to be a project administrator.

  • Default Project Permission: Team Lead if creating the project, Time Logger if not.
  • Description: [Team Lead] Can log time and expenses, see and edit other project participant’s entries, see and edit bill rates, budgets, invoices, access other financial information, administer permissions and project settings. Their name can also appears in the project info and on invoices.

Reports Viewer: Account members with this permission have the same privileges of a project lead and they can also view reports such as WIP and Utilization.

  • Default Project Permission: Team Lead if creating workspace, Time Logger if not.
  • Description: [Team Lead] Can log time and expenses, see and edit other project participant’s entries, see and edit bill rates, budgets, invoices, access other financial information, administer permissions and project settings. Their name can also appears in the project info and on invoices.

Account Admin: Account administrators can invite additional account members, change custom branding, set default member billing rates and permissions, and perform general account maintenance.

  • Default Project Permission: Team Lead if creating workspace, Admin if not. Can’t go below Admin.
  • Description: [Admin] Can log time and expenses, see and edit other project participant’s entries, see and edit bill rates, budgets, invoices, access other financial information, administer permissions and project settings.

Project Permissions

Account Admins can choose from these project permissions when configuring project team members.

Collaboration: Team members can post messages, upload files, and use the task tracker.

Time Logging: [Everything Above +] For Consultants only: the ability to log time and expenses. Team members can only see their own items.

Financial Access: [Everything Above +] Team members can see or edit rates on line items, set budgets, send and view invoices, edit time, and access other financial information.

Admin: [Everything Above +] Team members can change permissions for other users and modify the project.

Team Lead: [Everything Above +] Team member's name and address appears on project info, and by default will appear on invoices.

 

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