As an Administrator, you are able to easily add, delete, and manage team members depending on your needs. In Primetric you can find three different types of roles:
- Administrator role
- Employee role
- Manager role
What's more Employee and Manager roles have different types of data access:
- Platform access (Employee and Manager role)
- Profile access (Employee role)
- Timesheets access (Employee role)
- Finance access (Manager role)
- Organization access (Manager role)
- HR access (Manager role)
- Projects - person default rate (Manager role)
Types of activities carried out by the roles
For the best adjustment of people to their roles, you can find a summary of the most important activities carried out by individual roles.
Role type | Type of activities | Data access |
Administrator |
|
|
Employee |
With the Timesheet Access granted employee can:
With the Profile Access granted an employee can:
The above activities are available only with the installed platform access. |
|
Manager |
Each Manager is able to:
*only in the Projects that Manager is assigned to or created by him With the Finance Access granted Manager can do the above activities, but also:
With the Finance Access + cost restricted granted Manager can do the above activities, but also:
With the HR Access granted Manager can do the same activities, but also:
With the Organization Access granted Manager can:
The above activities are available only with the installed platform access. |
|
How to add/delete roles and accesses for added team members?
- Go to the People Tab in the Administrator role and click on the chosen team member
- Search for the interesting role and click Install
- After processing check checkboxes with the specific accesses
Additional questions
What happens if I remove the Employee role for the specific team member?
All assignments and data that was inputted to the platform will be ERASED. This is why it is very important to not delete people if you want to save past data!
I don't want to see people not currently working for the company, but I want to keep the data associated with them.
If you don't want to see/manage team members in the Manager role, but save past data just end the duration of the contract in the People Tab -> Person -> Settings Tab in the Manager role. More about it you will find in the next lessons.
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