At the configuration of roles, we separate between permissions and menu item visibility. Permissions determine if you can access (manage or read) certain objects, e.g. project tasks. The menu item visibility determines if an item is shown in aworks main menu for a certain role.
Tip: The permissions are also valid if you try to access awork via our API.
Permissions
Project
1. Can create new Projects
Active:
- Users can create projects (no matter what permissions they have for Project Details)
Inactive:
- Users can't create projects
The user that creates a project will always have all permissions for that project. This permission can't be revoked.
2. Project Details
Manage:
- Users can see all projects in the project overview
- Users can see and edit project details
- Users can create new projects
- Users can delete projects
Read:
- Users can see all projects in the project overview
- Users can see the project details for all projects
- Users can't create new projects
None:
- Users can't see or edit projects (except if they get permission via the project role)
3. Project Tasks
Manage:
- Users can create, edit, see and delete tasks in all projects
- Users can import task bundles into projects
Read:
- Users can see tasks in all projects, but can't create, edit or delete them
- Task details can't be edited. I.e. users can't comment on tasks
None:
- Users can't see or edit project tasks (except if they get permission via the project role)
- Users can create and edit private tasks
4. Project Times
Manage:
- Users can track times for all projects
- Users can see, edit or delete all the tracked times in every project
Read:
- Users can track times for all projects
- Users can see all the tracked times in every project
None:
- Users can't see tracked times (except if they get permission via the project role)
User
1. User Details
Manage:
- Users can see the user overview
- Users can deactivate other users
- Users can edit or delete other users
- Users can see user details
- Users can tag other users in the user details
- Users can assign other users to projects
- New users can only be created by admins -> Managing Permissions is not enough
Read:
- Users can see the user overview
- Users can see user details
- Users can assign other users to projects
None:
- Users can't see the user overview or details
- Users can only assign or tag users in a project from the projects team
2. User Times
Manage:
- Users can see, edit and delete the time tracking entries in the user details of other users
Read:
- Users can see the time tracking entries in the user details of other users
None:
- Users can't see the time tracking entries from other users
Clients
1. Client Information
Manage:
- Users can see clients in the client overview
- Users can see the client details
- Users can create, edit or delete clients.
Read:
- Users can see clients in the client overview
- Users can see the client details
None:
- Users can't see the client overview or details
Settings
1. Project Settings
Active:
- Users can create new project types or edit/delete existing ones
Inactive:
- Users can see the settings of project types but not edit them
2. Task Settings
Active:
- Users can see, create, edit and delete task bundles in the settings
Inactive:
- Users can see task bundles in the settings
3. Time Tracking Settings
Active:
- Users can see, create, edit and delete new type of works in the settings
Inactive:
- Users can see new types of work in the settings
4. Workspace Settings
Active:
- Users can see the workspace settings
- Users can change the name and the logo of the workspace
- The workspace can only be deleted by admins. Managing Permissions is not enough
Inactive:
- Users can see the workspace settings
Menu Item Visibilty
On this page, you can decide which menu items are available to users in this role. Just click on the eye icon to activate/deactivate a menu item.
My Work
- My Tasks
- My Time Tracking
Workspace
- Projects
- This setting is connected with Project Details. If users have no rights there, no projects will be shown in the project list.
- Users
- This setting is connected with User Details. If users have no rights there, they won't see Users either
- Clients
- This setting is connected with Client Information. If users have no rights there, they won't see clients either.
- Task Views
- Time Reports
Settings
- Workspace
- Project Types
- This setting is connected with Project Settings. If users have no rights there, they won't see project types either.
- Task Bundles
- This setting is connected with Task settings. If users have no rights there, they won't see task bundles in the settings either.
- Type of Work
- Permissions
- Integrations