Settings > Account > Permissions

Administrators can create custom permission sets to allow team members to contribute to their workforce plan without allowing them to have full access to the tool. Administrators can customize permission sets and assign users as needed. 

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

Create Custom Permission Sets with Default Options

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

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

Once a custom permission set has been created, it can be assigned to active users via Settings > Account > Users.

Create Custom Permission Sets with Hourly Workforce Planning

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

Follow the steps above to create a Custom Permission Set. When creating the permission set for Hourly Workforce Planning, the following options are available:

• 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 sets cannot be deleted if a user is assigned; the user must be removed from the permission set first. An error message appears until the conflict is resolved.