Access setup
1. Users
→
2. Roles
→
3. Permissions
Create people first, define role cards, then map permissions.
Staff
Role card and permissions catalog entries for this backend role. Manage user accounts on Profile.
Project Manager
Coordinates planning and team delivery timelines.
- Timeline Tracking
- Task Assignments
- Budget Control
- Stakeholder Reporting
0 users with this backend role — manage on Profile.
Recently
Role cards
Permissions including Staff (
staff)These capability codes apply to this backend role. Full catalog: Permissions.
| Permission | Code | Also assigned to |
|---|---|---|
| Clients – View | clients.read |
admin accounting this role |
| Clients – Create | clients.create |
admin this role |
| Clients – Update | clients.update |
admin this role |
| Projects – View | projects.read |
admin accounting this role |
| Projects – Create/Update | projects.create |
admin this role |
| Services – View | services.read |
admin accounting this role |
| Services – Manage | services.create |
admin this role |
| Timelogs – View | timelogs.read |
admin accounting this role |
| Timelogs – Manage | timelogs.create |
admin this role |
| Invoices – View | invoices.read |
admin accounting this role |
| Invoices – Create/Update | invoices.create |
admin this role |
| Reports – View | reports.view |
admin accounting this role |