User's Role and Permission

In Teambook, permissions are handled by the role assigned to users; each user must be assigned a unique role.

There are 5 different roles in Teambook: contractors, regular users, self planners, planners and administrators.

Contractor

The Contractor role is a restricted role for people collaborating with you on projects but that are not employees of your company. A contractor can:

1. Access the My Week section.
2. Access the Team Board(s) s/he belongs to, and only see her/his own bookings in read-only mode. This means the contractor cannot see bookings from other users and projects.
3. Enter his/her Time-sheet
4. Access her/his Profile page to modify her/his personal details.
5. Synch his/her calendar

Contractors cannot access Reporting, Projects and Users sections.

Regular (default)

Any user you add to Teambook starts as a Regular user. 

A regular user has the same authorisations as a contractor and can also access the Team Board(s) s/he belongs to - in read-only mode. This means viewing all bookings from all users and projects within his/her team.

Regular users cannot access Reporting, Projects and Users sections.

Self-Planner

A Self-Planner user has the same authorisations as a Regular and can also add, edit, move and delete bookings on their own planning (only).

Self-Planner users cannot access Reporting, Projects and Users sections.

Such role may be used for organizations where users are requested to enter their own planning (partially or in full), so that project managers or planners can view their available time slots.

Planner

Users with the Planner role have the same authorisations as a Regular and also have privileged access and the ability to:

1. Add, edit, move and delete bookings on any user
2. View and approve timesheets for all users
3. Create and edit teams
4. Create and edit clients and projects
5. Create and edit users
6. Allocate roles to users (up to planner)
7. Access and copy the client and project direct links
8. Access the Reporting section

Planners cannot access the Account Settings.

Admin

Administrators can perform all actions mentioned in the other roles and also:

1. Allocate roles to users (up to Admin)
2. Access the events log (located under their avatar)
3. Edit the Account settings
4. Select the subscription plan 
5. Establish the billing settings
6. Delete the Account 

Note that everyone can see the role s/he as been assigned to. To do so, go to your profile (click on your avatar / name on the top right corner) and you will see the role currently assigned to your user: