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⚙ > /FlowFitTMS/#/role-list
First, you need to define roles (for example, Admin, manager, etc.) which will be associated to users.
A user’s visibility rights are directly linked to the role associated to their profile in the User Management section.
To add a role:
Click on Add.
Provide a description of the role (in EN and FR).
Click on Save.
It is possible edit or delete a role and export the list in an Excel or PDF format.
⚙ > Security > Roles setup
The User permission set-up page allows to give a user permission depending on their role and responsibilities. For example, someone with an administrator role will have more permission than someone with a provider role.
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You can decide the types of permission granted in the dashboard, projects, clients, resources, reports, tasks, assignments, administration, and timesheet sections. Each section has its own functionalities. For instance, for the dashboard, you can allow or not to display the dashboard depending on the user’s role. The actions permitted include:
Display information
Delete
Add
Edit
List
Manage
Manage roles and permission (Security)
Supervise (Timesheet)
Repeat the same steps for the other functionalities:
Projects
Clients
Resources
Reports
Tasks
Assignments
Administration
Timesheets
How to restrict tasks visibility to employees' assigned tasks only
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How to restrict project visibility to employees' assigned projects only
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⚙ > Security > User permissions - FlowFit User Documentation - Confluence (atlassian.net)