New to Intervals? Have questions or need help?:
What are the user levels and what can they see?

1. •  
     CommentAuthorMichael
   • CommentTimeJul 14th 2007

    
   There are four types of users in Intervals. Here is a quick introduction to each level:
   
   Administrators
   Administrators can see and do everything. They can change the site settings, create users, create projects, edit time, and approve time.
   
   Managers
   Managers can see all budgetary information related to the projects that they have been granted access to. They cannot create new users or new projects and they can only run reports on the projects that they are a part of. When Intervals was first launched it did not have this user level, but it was added from customer requets. It can be used to allow a subcontractor manager a project in Intervals, but not see all of the company wide activity.
   
   Resources
   Resources do not see any budget or $$ related items. They can only see their timesheet and have limited reporting. They can see all tasks for the projects they have access to. In the Projects section they only see project notes.
   
   Executives
   Executives can be used to make your client a part of the process. Executive users can submit work requests and monitor project budgets. They have a few limited reports and cannot see who has done the work or any comments that are made on tasks. They see a high level view of the task that includes the summary, due date, estimate etc. You might want to create a generic executive user and log in as them to see what they can do.
   
   For each of these user types you can setup your team however you like. At Pelago we are primarily Administrators and Resources and we create Executive users for our clients on a case-by-case basis.