Administrative Help

Default Enterprise User Profile Permissions

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The table below lists the default permissions associated with each user profile. These permissions represent the maximum permissions that a related role can have. Click the permission name for a description of what it allows you to do. Note: Roles based on these profiles may have different permissions in your enterprise.

Permissions

User Profile

Administrator

Executive

Resource Manager

Project Manager

Team Member

Guest

Enterprise Administration

Applications

X

 

 

 

 

 

Enterprise Settings

X

 

 

 

 

 

License Keys

X

 

 

 

 

 

Users

X

 

 

 

 

 

User Settings

X

 

 

 

 

 

Workspaces

X

 

 

 

 

 

Workspace Types

X

 

 

 

 

 

Request Types

X

 

 

 

 

 

Enterprise Resources

X

 

 

 

 

 

Custom Views

X

 

 

 

 

 

Portfolio Tabs

X

 

 

 

 

 

Enterprise Applications

Dashboard

Customize Home Dashboard

X

X

X

X

X

X

Share Dashboards

X

X

X

X

 

 

Recent Items

X

X

X

X

X

X

Unread Items

X

X

X

X

X

X

Notification Summary

X

X

X

X

X

X

Tasks Due

X

X

X

X

X

X

Issues Due

X

X

X

X

X

X

Assignments

X

X

X

X

X

X

Task Status

X

X

X

X

 

 

Appointments

X

X

X

X

X

X

Favorite Workspaces

X

X

X

X

X

X

Shortcuts

X

X

X

X

X

X

Report Viewer

X

X

X

X

X

X

Documents

Create Custom Views

X

X

X

X

X

 

Discussions

Create Custom Views

X

X

X

X

X

 

Contacts

Create Custom Views

X

X

X

X

X

X

View Enterprise Directory

X

X

X

X

X

X

Issues

Create Custom Views

X

X

X

X

X

 

Recycle Bin

Manage Recycle Bin

X

X

 

 

 

 

Restore Own Items from Recycle Bin

X

X

X

X

X

 

Delete Own Items from Recycle Bin

X

X

X

X

X

 

News

Create Custom Views

X

X

X

X

X

 

Polls

Create Custom Views

X

X

X

X

X

 

Reports

Run Reports on all Workspaces

X

X

X

X

 

 

Report on all Workspace Approvals X X X X    

Team Manager

Team Manager View/Edit

X

X

X

 

 

 

Capacity Planner

Capacity Planner Edit

X

X

X

 

 

 

Create Custom Views

X

X

X

X

 

 

Capacity Planner View

X

X

X

X

 

 

Timesheets

Approve Timesheets

X

X

X

X

 

 

Export Timesheets

X

X

X

X

 

 

Tasks

Create Custom Views

X

X

X

X

X

 

Create Cross-Project Dependencies

X

X

X

X

 

 

Executive

Create Custom Views

X

X

 

 

 

 

View, Update and Edit All Workspaces

X

X

 

 

 

 

View All Workspaces

X

X

 

 

 

 

Projects

Create Custom Views

X

X

X

X

X

 

Create New Workspaces

X

X

X

X

 

 

Can Create Workspace without Template

X

X

X

X

 

 

Create Top-Level Workspaces

X

X

X

X

 

 

Invite New User to Workspace

X

X

X

X

 

 

Workspace Requests

Can Approve Workspace Requests

X

X

X

X

 

 

Create Custom Views

X

X

X

X

X

 

Can Request Workspaces

X

X

X

X

X

 

Can Review Workspace Requests

X

X

X

X

X

 

Can Review All Workspace Requests

X

X

X

X

 

 

Can Delete Workspace Requests

X

X

X

X

 

 

View Hidden Custom Workspace Fields X X X X    

Templates

Create Templates

X

X

X

X

 

 

Manage Templates

X

X

X

X