Time Analytics offers three roles: Admin, Manager, and (typical) User.
Admin has the maximum rights in the system.
Manager is a team member who has at least one person or client to manage. A manager can modify teammates’ timesheets and see their team and client reports.
User is a team member who doesn’t manage a team. A user can create their own tracker, track time for themselves and view personal timesheets and reports.
Only the admin is entitled to set and edit roles for others.
This is how to set roles and permission for users.
STEP 1
- Click “Settings”
- Click “Roles and permissions”.
- Set the permissions for each role.
STEP 2
- Click on “Team” in the main menu
- Click the “Edit” button for one team member
- Define the role for that team member.
The team members marked as Admin and Manager will, according to their rights, be able to manage other team members (their subordinates), as well as the clients they’ve been assigned.
If you want to assign a team to an Admin or Manager, click the “Team to manage” button and select the team members you want to assign. This way, the Admin or Manager will be able to view the performance of their team members.
The Admins can see all clients and users by default.
Only Admins can allocate teams and clients, while a Manager can see which team members and clients have been allocated to them.
It’s not possible to allocate teams and clients to manage to the members marked as Users.
Still need more support? Get in contact with our support team via chat or email.