User Roles, who can do what?
Assign a Role to a User to define what they can do in eHour. An Admin or Manager can grant one or more of the following Roles to a User:
- Time Tracker: the essential role which allows a User to track time. Users with this role can:
- track time on projects and tasks;
- create expenses;
- run reports on their hours.
- Report on all Hours: users with this role can:
- run reports on all hours of all users, clients, projects and tasks. All tracked hours in eHour are available to users with this role.
- Report on all Expenses:
- run reports on all expenses filed by users.
- Line Manager: directly manages one or more users. They can:
- run reports on all hours tracked by the users they manage.
- sign in as one of the users they manage. For example to correct a timesheet when the user is on vacation;
- assign the users they manage, to projects and tasks;
- and when configured by an Admin, they can approve or reject their users' timesheets.
- Team Manager: manages the team its team members:
- change the name, code, team manager and custom fields of the team;
- delete or archive the team;
- run reports on all hours tracked by the team members;
- sign in as a team member to correct a timesheet;
- assign users to any project or task;
- and when configured, approve timesheets submitted by the team members.
- Project Manager: manages a project:
- create reports on all hours tracked on their project;
- assign or remove users or teams to their projects and tasks;
- edit the budget, name, client, and any custom fields of the project;
- close the project by archiving it;
- and when configured, a project manager can approve hours tracked on their projects.
- Client Manager: manages a client:
- create reports on all hours tracked on their client;
- assign/remove users or teams to the projects and project tasks of their client;
- create new projects and project tasks for their client;
- edit the budget, name, client, and any custom fields of their client projects;
- close the project by archiving it;
- Manager: manages all users, teams, clients, projects, tasks in eHour. Managers cannot run reports on all hours:
- add, edit, remove and export all clients, projects, project tasks, teams, and users;
- assign users or teams to all projects and tasks;
- can log in as a different user;
- and when configured, a manager can approve all timesheets.
- Admin: users can do the same as a Manager and:
- change eHour's global configuration;
- change the approval workflow;
- add or remove custom fields;
- manage expense cost categories;
- update the API key;
- change billing details.