User Roles and Permissions

This topic describes differences between user roles within a TMetric workspace. 

TMetric workspace is an arrangement in the TMetric system, within which one or several users track their work time. Every user within the workspace has his/her own user profile, containing personal user settings. Users may have one or more of the following roles within the workspace: Regular Member, Team Lead, Project Manager, Client Representative, Admin, and Owner.

Table of Contents

• Workspace Roles
  • Team Member
  • Admin
  • Owner
  • Client Representative
• Project and Team Roles
  • Team Lead
  • Project Manager

Workspace Roles

Team Member

A team member is a user with minimal access rights. Team members can:

• Track their own time
• View reports of their own work within the projects they are members of
• Add time manually within 2 working days past the working day in question
• Edit their own profiles

The team member has no permission to see Billable Amount in the Tasks Summary, Projects Summary, and Detailed reports. 

In the Team Summary and Activity Summary reports, they can only see their own data. 

Admin

An admin is an administrator of a TMetric workspace. TMetric has the option specially for admins called Monitor work of all teams and users. It can be turned on or off by the owner or admin (who has this option enabled). Though, the admin who has this option enabled cannot disable it for themselves. When this option is disabled, access to user activity is restricted, including their time entries and access to invoices.

An admin can:

• Do everything a team member can
• Monitor work of all teams and users (configured using the Monitor work of all teams and users option)
• Create and edit projects
• Create and edit teams
• Invite and manage users 
• View reports by all users (configured using the Monitor work of all teams and users option) and projects 
• Edit their own time and time of other users without any time limit (configured using the Monitor work of all teams and users option)

The admin has permission to view any data in all the reports. 

Owner

An owner is the actual owner of the workspace. An owner has maximal access rights. In particular, the owner can:

• Do everything a team member can
• Do everything an admin can
• Delete TMetric workspace
• Purchase, modify, and renew a subscription

The owner has permission to view any data in all the reports.

Client Representative

A client representative is a person who is invited to a TMetric workspace to monitor projects of the client. The client representative can:

• View Detailed Report, Projects Summary, and Tasks Summary reports only for the projects belonging to the client they represent.

The client representative has no permission to view the Team Summary report and project rates in the reports. 

The list below shows the scoped roles assigned to users within a scope. In TMetric, a scope is either a group of users or a project. 

Project and Team Roles

Team Lead

A team lead is a person who monitors a team's work. Team leads can:

• Do everything a team member can
• Monitor work of their teams
• View reports by members of their team

To assign a team lead role to a user

1. Navigate to Workspace, and then click Teams.
2. Click a required team. 
3. On the Edit Team page, click the Add Team Lead link. 
4. Check a required user and click Add. 
5. Click Save. 

Note: If a team lead isn't added to a team, the user will see the work time of other members, but won't be able to work on the same projects with them. If you add a team to a project, a team lead won't be added to the project together with them.

Project Manager

A project manager is a user who supervises a project. Project managers can:

• Do everything a team member can
• Edit project's name, client, status
• Add or delete members in a project, make them managers of the project 
• View reports on projects they are responsible for

To assign a project manager role to a user

1. Navigate to Projects on the main menu. 
2. Click a required project name in the list. 
3. On the Edit Project page, go to the Team section. 
4. Click the menu next to the user and select Is Manager.