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What are user roles and their associated competencies?
What are user roles and their associated competencies?
Learn how to attribute roles to different users and teammates
František Vondrák avatar
Written by František Vondrák
Updated over a week ago

"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

Basic control over the team settings

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

Create activities

Create projects

Tracking of Time

Viewing teammates' time records

Editing teammates' time records

Viewing prices

Editing prices

Attendance module competencies

Attendance admin

Attendance Advanced user

Attendance user

Control over the attendance settings

Clock in and out

Create time record retroactively

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