Permission Levels

Permission levels and access rights; what are they and how do I set them up?



Types of Permission Levels

There are six Permission levels in Forecast that can be granted to users, enabling each user to a specific set of access rights:

  • Admin: Has unrestricted access to the entire platform, with the ability to configure the platform to fit the needs of the company/team from the Admin Panel. Users with this permission level are the only ones with access to the Admin panel.
  • Controller: Second highest permission level after the Admin, has unrestricted access to project-related actions such as managing team members, reports, etc. And, they are able to see financial information.
  • Manager: Can view and edit their team's work, time registrations, schedule and reports.
  • Collaborator: Can create, view and edit tasks on projects they are assigned to, and can also register time.
  • Client: Can view and edit tasks they are assigned to, and create new tasks on projects they are granted access to. This type of user does not incur a cost/seat to your subscription.
  • Virtual Resource: This is a "mock" or "ghost" team member, one that is primarily used for planning, testing, integrations or as a placeholder for future team members. This type of virtual resource does not have login rights, which is why it only incurs a cost/seat to your subscription of $4.99.

Below you'll find a more detailed breakdown of the different permission levels. You can also find this in your Profile page under Permissions.

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Setting or Adjusting Permission Levels

Permission levels can only be assigned or adjusted by users with Admin permission level.

 

Step 1: Click on your Account Icon on the top right-hand corner, scroll down to and select Admin

1. admin panel



Step 2:
From the sub-menu right below the main navigation bar, find and select Team Members.

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Step 3: Find and select a team member

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Step 4: Scroll down to Permissions and select the Permission Level from the dropdown menu.

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Every team member can see what permission level they have by accessing their profile and scrolling down to Permissions.