Permissions per role
What each role unlocks in the app. Applies to the whole workspace, permissions in a project are set by the project.
Applies to Example Studio GmbHroles are granted under Users & roles
Work
| Feature | Professional | Project lead | Sales | Accounting | Recruiter | Admin |
|---|---|---|---|---|---|---|
| Own time, time off, profile | ||||||
| Projects and workforce | read | · | · | · | ||
| Tasks, team time, shift planning | read | · | · | · | ||
| Approve time off | · | · | · | · | ||
| Reports | · | · | · |
Money
| Feature | Professional | Project lead | Sales | Accounting | Recruiter | Admin |
|---|---|---|---|---|---|---|
| Invoices and quotes | · | read | · | · | ||
| Finance and DATEV | · | · | · | · |
Sales
| Feature | Professional | Project lead | Sales | Accounting | Recruiter | Admin |
|---|---|---|---|---|---|---|
| Pipeline, deals, companies, contacts | · | read | · | · |
Recruiting
| Feature | Professional | Project lead | Sales | Accounting | Recruiter | Admin |
|---|---|---|---|---|---|---|
| Demands, applications, talent pool | · | read | · | · | ||
| Contact details in other profiles | · | · | · | · |
Admin
| Feature | Professional | Project lead | Sales | Accounting | Recruiter | Admin |
|---|---|---|---|---|---|---|
| Master data, approvals, duplicates | · | · | · | · | · | |
| Users and roles | · | · | · | · | · | |
| Grant admin role | · | · | · | · | · |
Project roles (Owner, Manager, Member) and the 10 project permissions live in the project under Team & permissions, for example project DGTL.