"Roles" are well-structured levels of access to prima:Time features and can be set for each user in regard to the whole Account (general roles), or specifically for Time Tracking, Attendance or Billing modules.
All users are given a default role to start with, which cannot be removed, associated with the module(s) to which they may have access. This role is simply called "user" (Attendance user, Time Tracking user, Billing user) and enables the creation of Time Records.
Each extra role has its own competencies. These competencies differ in accessing important features like clients, projects, prices, reports, etc.
Below, there's a complete list of which roles can be attributed to each type of user, allowing them to operate within their own spectrum of competencies.
Competencies overview:
prima:Time whole account competencies
| Account owner | Account Admin | All users |
Full control over the team settings | ✓ |
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Basic control over the team settings | ✓ | ✓ |
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Time Tracking settings | ✓ | ✓ | ✓ |
My profile settings | ✓ | ✓ | ✓ |
Time Tracking module competencies
| Account owner + Admin | Time Tracking Project manager | Time Tracking Advanced user | Time Tracking user | Informed Project Member | Team observer |
Create client | ✓ | ✓ |
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Create activities | ✓ | ✓ | ✓ |
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Create projects | ✓ | ✓ | ✓ |
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Tracking of Time | ✓ | ✓ | ✓ | ✓ |
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Viewing teammates' time records | ✓ | ✓ | ✓ |
| ✓ | ✓ |
Editing teammates' time records | ✓ |
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Viewing prices | ✓ | ✓ | ✓ |
| ✓ |
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Editing prices | ✓ |
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Attendance module competencies
| Attendance admin | Attendance Advanced user | Attendance user |
Control over the attendance settings | ✓ |
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Clock in and out | ✓ | ✓ | ✓ |
Create time record retroactively | ✓ | ✓ |
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