Project Insight System Roles Explained

Brief explanation of each of the roles in Project Insight available on the "System Roles" tab of the user profile

Transcript:

In today's video, I am going to define all of the system roles that users can be assigned to. To get to this menu, you will navigate to the Administration section and then to the Users menu. Select the user of your choice, click Edit, and navigate to the System Roles menu.

To begin, we have the System Administrator roles. The System Administrator role allows for full administrative control. These users can manage other users, configure the system, install add-ons, and oversee the entire system.

The User Manager role allows for the management and addition of other users in the system. Next, we have the Manager/Power User roles. The Company Manager role enables a user to add and edit companies, as well as manage rate cards. The Project Creator role allows a user to create new projects and is typically assigned to project managers. The PMO Manager role allows a user to act as a project manager system-wide, regardless of association.

The Department Manager role enables a user to serve as a department manager for the department they are assigned to, as well as any additional departments. Department managers can manage and edit any project or template associated with their departments. The Resource Manager role allows for non-project managers to assign resources to projects.

The Project Template Manager role allows for the editing and creation of project templates. The Approval Manager role allows control over all approvals, even if the user is not assigned to them. The Approval Template Manager role is similar to the Project Template Manager role, as it allows for the management of approval templates. The Proposal Manager role allows for the management of proposals and the viewing of their financial information.

The Issue Manager role allows for the management of all issues, regardless of assignment. The Timesheet Approver role allows for the review and approval of submitted timesheets. The Expense Report Approver role allows a user to approve expense reports for themselves and other users.

The Time, Expense, and Invoice Manager role is similar to the PMO Manager role but is focused on time tracking, expenses, and invoices. This role allows a user to manage timesheets, expense reports, and invoice creation. The User Location Manager role allows for the viewing of the location of all users in the system, and the Department User Location Manager role allows a user to view the location of all users in the departments they manage or are a part of.

Moving on to the Team Member roles, the Project Resource role allows for a user to be added as a resource for projects and tasks. If unchecked, this user will not appear in the drop-down menus for task assignments. The Create/Edit Reports role allows for the generation of reports for that user's own data. They cannot create reports on restricted data, such as financial information, unless given those permissions. If this option is unchecked, reports shared with the user can still be received.

Lastly, the Executive/Report Viewer roles are intended for executives or users needing special access to reports. The Project Report Viewer role allows access to view all projects and financial data associated with those projects. The Resource Allocation Viewer role allows the user to view resource allocation reports, and the Time, Expense, and Invoice Report Viewer role allows for the viewing of all time and expense reports.

That covers the system roles and their functions. If you need additional features, please check for add-ons in the system.