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TEAMS module recognizes the following general roles:
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Also, there is a set of financial roles:
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Managerial Roles
Unit Manager (Key Staff)
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We provide Profile Manager access to every single profile where user is explicitly set as Profile Manager. This role grants full access to employee profiles including all sensitive information such as performance evaluation marks, attrition risks, role criticality and etc.
Here you can find instructions on how to grant Profile Manager permissions.
Admin
Can be assigned in Settings - Admins tab on Account unit level by another Admin.
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Growth tab → Is successor for widget and detailed view. Mentor is able to see only those succession activities, where he is assigned as a Mentor. For those activities Mentor is able to create, view and manage Succession Plan.
Action Items tab
General Info tab (view only, editing forbidden)
Financial roles
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Rates Viewer
The Finance The Rates Viewer has access to sensitive finance information on the Resource plan and the secured Finance perspective.
The role allows to:
View Rate Card Mappings
View Other Costs
View Rates and Rate Cardsfinancial metrics on the Resource plan perspective
Rates Mapper
The Rates Mapper role gives access to all the functionality that is available for the Rates Viewer, but additionally allows to:
View Rate Card Mappings
View Other Costs
View financial metrics on the Resource plan perspective
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Manage Rate Card Mappings
Manage Other Costs
Rates Editor
The Finance Rates Editor role gives access to all the functionality that is available for the Finance ViewerRates Mapper, but additionally provides access to the secured Finance perspective and allows to:
Manage Rates and Rate CardsView Rate Card Mappings
View Other Costs
View financial metrics on the Resource plan perspective
Manage Rate Card Mappings
Manage Other Costs
Manage Rates and Rate Cards
Teams Budget Viewer
The Teams Budget Viewer has access to the secured Budget Management tab of the Finance perspective and allows to:
View Budgets
Teams Budget Editor
The Teams Budget Editor has access to all the functionality that is available for the Teams Budget Viewer, but additionally allows to:
View Budgets
Import Budget-related data
Employee
Self-review
We create an employee profile for each user who has an assigned position on the project. User with Employee role has access to own profile except for secured data. An employee does not have access to such secured data as their Performance evaluation status and feedback provided by management, Critical Role on the Project, Project Risk of Leaving and Motivation.
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