Giving employees only the necessary permissions and roles is important for organizations to enforce processes, enhance data privacy, and ensure compliance. By carefully controlling access to various functions within a PSA, organizations can better manage who can do what. This not only increases security but also allows organizations to assign projects more effectively by choosing from a wider range of default roles available in the PSA system. This helps in maintaining a streamlined and secure workflow. Let us now understand each of these roles and permissions in detail.
TABLE OF CONTENTS
- Managing Roles & Permissions related to PSA Billing and Invoice
- Managing Roles & Permission related to Project Opportunities
- Managing Roles and permissions related to Project Health
- Managing Roles and permissions related to Resource Management
- Managing Roles and Permissions related to Timesheets
To manage user roles related to PSA, click on the Gear Icon (1) and navigate to Roles & Permissions (2). Click on the Edit Icon (3) next to the PSA Admin.
To enable a privilege, select a privilege by clicking on the check box and click on Update to save your settings
Privileges are categorised based on their functions, let us now understand each privilege in brief.
Managing Roles & Permissions related to PSA Billing and Invoice
Billing and invoicing Privileges
1. View Billing & Invoicing
The users will be able to view invoices, CNs, and Rate Cards for all projects under the "Finances" tab & Project Billing Tab (but only for the projects that they are part of)
2. Manage Billing & Invoicing
You will be able to view billing entities within the finances tab
Billing Setting Privileges
3. View Billing Entities
You will be able to view billing entities within the finances tab
4. Manage Billing Entities
Will be able to perform all actions on billing entities within the Projects > Financials tab
5. View Billing Frequencies
Will be able to view billing frequencies
6. Manage Billing Frequencies
Will be able to perform all actions on billing frequencies
7. View Taxes
Allows users to view taxes
8. Manage Taxes
Allows users to perform manage taxes from projects > finances
9. View Products for Billing
View Products for Billing within Project > Financials
10. Manage Products for Billing
View, Create, Update and delete Products for billing within Project > Finances
Managing Roles & Permission related to Project Opportunities
1. View All Opportunities
Allows users to view all opportunities
2. Manage All Opportunities
Allows users to manage all opportunities
3. View Client Opportunities
Allows users to view opportunities for which he/she is a client manager
4. Manage Client Opportunities
Allows users to manage opportunities for which he/she is a client manager
5. Create Opportunities
Allow users to create opportunities for all existing clients & prospects
6. View All Prospects
Allows users to view all prospects
7. Manage All Prospects
Allows users to manage all prospects
8. Manage Project Conversion Requests
Users can manage project conversion requests
9. Manage Opportunity Settings
Users can manage opportunity settings
Managing Roles and permissions related to Project Health
1. View All Project Health
Allows assignees to view project health for all the projects through the "Health" tab within project details and within the Project tab (only for the projects which he/she can view)
2. Manage Project Health Settings
Allows users to manage project health settings
Managing Roles and permissions related to Resource Management
1. View Resource Planner
Allows users to view resource planner
2. View Resource Utilization
Allows users to view the utilisation tab under resources
3. View Resource Requests
Allows users to view resource requests
4. View Resource Roles
Allows users to view resource roles
5. Manage Resource Planner
Allows users to manage resource planner
6. Manage Resource Utilization
Allows users to view the utilisation tab under resources.
7. Manage Resource Requests
Allows users to manage resource requests
8. Manage Resource Roles
Allows users to manage roles
Managing Roles and Permissions related to Timesheets
Client Privileges
1. View All Clients
Allows users to view clients, details, contacts & summary page for all clients
2. Manage All Clients
Allows users to add clients, update client details & contacts
3. View Client Rate Card
Users can view client rate card
4. Manage Client Rate Card
Users can add, import, edit and delete roles under client rate cards
5. Create Client
Allows users to create clients & assign client managers
6. Delete Client
Allows users to delete clients
Data & Analytics Privileges
7. View PSA Dashboard
Allows users to view the PSA dashboard
8. View non-financial Reports only
Allows users to non-financial reports within analytics > reports
9. View PSA Insights
Allows users to view insights under the analytics tab
10. View All Reports
Allows the user to view all timesheet reports
11. Download All Reports
Allows users to download all timesheet report
Employee Timesheet Privileges
12. View Employee Timesheet
Allows users to view timesheets for employees
13. Manage Employee Timesheet
Allows users to manage timesheets for employees
14. Reject Employee Timesheet
Allows users to reject timesheets for employees
15. View Project Time
Allows users to view project time for employees
16. Download Project Time
Allows users to download project time for employees
17. View Time Summary
Allows users to view time summary for employees
18. Download Time Summary
Allows users to download time summaries for employees
19. Allow Empty Timesheet Approval/Rejection
Allows users to approve empty timesheets
20. Allow Timesheet Approval/Rejection
Allow users to approve/reject non-empty timesheets
Org Reference Rate Card Privileges
21. View Org Rate Cards
Users can view org reference rate cards
22. Manage Org Rate Cards
Users can add, update and delete org reference rate cards
Project Privileges
23. Create Project
Allows users to create projects for all existing clients
24. View All Projects
Allows users to view all projects
25. Manage All Projects
Users can add, update delete and archive projects that are already created. Also if the view client privilege is enabled then the user can edit, delete and archive projects from the client's project tab.
26. Manage All Project Teams
Allows users to manage project teams for all projects. Requires "View All Projects" privilege to work
27. Manage Tasks, Milestone & Phases for all Projects
Allows users to manage project work (tasks, milestones & phases) for all projects. Requires View All Projects permission
28. View All Project Financials
Allows users to view financial information for all the projects. Requires View All Projects Permission to work
29. Manage All Project Financials
Allows users to manage project financial information. Requires View All Projects permission to work
PSA Settings Privileges
30. Manage PSA Global Settings
Users can manage timesheet approval chain, billing classification, custom field of projects, custom field of clients and task stages
31. Manage Custom Fields
Allows users to manage client & project custom fields
32. Manage Task Stages Settings
Allows users to manage task stage settings
33. Manage Resource Allocation Settings
Allows users to view Exclusion & Inclusion logic within the Resources tab
34. Manage Project Level Permissions for Team Members
The users with this access will be able to configure permissions for each project
Task Template Privileges
35. View Task Templates
Users can view the task template
36. Manage Task Templates
Users can add, update and delete task template
Timesheet Bulk Imports Privileges
37. Manage PSA Bulk Imports
Allows users to manage bulk imports
Timesheet Payroll Privileges
38. Export Timesheet for Payroll
Allows users to export timesheet for payroll
Timesheet Policy Privileges
39. View Timesheet Policy
Users can view the timesheet policies created in the system
40. Manage Timesheet Policy
Users can add, update or delete timesheet policies
41. Manage Timesheet User Assignment
Users can assign, disable and update timesheet policy assignments of employees
42. Manage Timesheet Approval Chain
Allows the user to manage the timesheet approval chain
43. Export Timesheet for Payroll
Allows users to export timesheet for payroll
Hope this article was helpful, To understand more about User Roles click on this link Understanding User Roles
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