Settings > Account > Permissions

Administrators can create their own custom permission groups to allow team members to contribute to their workforce plan in unique ways without allowing them to have full access to the tool. Administrators are able to create and name permission groups and assign users as needed. 

For more information on permission options see User Roles and Permission Groups.

Create Custom Permission Groups with Default Options

Click the + icon to add new custom permissions or select an existing one to edit or delete. 

To create a new permission group, enter a name, and select the permissions for the new group. All permission groups include the View Only permission. 

Once a custom permission group has been created, it can then be assigned to active users via User Settings. 

Create Custom Permission Groups with Hourly Workforce Planning

The Hourly Workforce Planning feature must be enabled to access these permission groups.

Follow the steps above to create a Custom Permission Group. When creating the permission group for Hourly Workforce Planning, you will also see the following options:

• View All Hourly - View all hourly people, hourly roles, and hourly allocations
• Manage Hourly Roles - Add, edit, and remove hourly roles on a project. Note that editing and removing hourly roles can impact hourly allocations on the project.
• Manage Hourly Allocations → Add, edit, and remove hourly allocations on a project

When Hourly Workforce Planning is enabled View All Salaried or View All Hourly must be selected.

Note: Custom permission groups cannot be deleted if a user is assigned; the user would have to be removed from the permission group first. An error message appears until the conflict is resolved.