Lesson 3 - Roles and accesses in the Primetric

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	invites team members to the platform and manage their accounts configures roles in the platform grants access for the specific views in the platform enables integrations configures basic Organization's information, e.g. default timezone, currency, capacity, etc. set up payment method & pricing plan deactivate users enable/disable time off requests enable/disable an organization email notifications	administrator access
Employee	With the Timesheet Access granted employee can: log work see the current and planned assignments assigned to him see his own timesheets request time off (only if enabled by Administrator) With the Profile Access granted an employee can: set up his profile, e.g. experience, knowledge of tech & soft skills, as well as languages The above activities are available only with the installed platform access.	platform access profile access timesheet access
Manager	Each Manager is able to: create and manage projects in the context of the time* manage team members and plan their work create time estimations, vacancies, employee's absences* generate and sees the project's reports* *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: see more comprehensive reports with financial data set up employee/contractor monthly/hourly cost create and manage finance estimations and project's budget create an organization's budget set up hour price for the client With the Finance Access + cost restricted granted Manager can do the above activities, but also: see incomes of all people, see the costs of people that they are responsible for, see/edit incomes of people working in projects that they are responsible for (unless they have Organizational Access turned on OR All projects access - then they can see/edit such data in all projects) can't see the projects' margin can budget projects that you are responsible for with limitation only to the people that you are responsible for With the HR Access granted Manager can do the same activities, but also: accept/reject time-off requests, edit employee's CV edit employee's contract terms see Vacancies report With the Organization Access granted Manager can: see Organization's reports see & edit all projects - not only those to which he is assigned to The above activities are available only with the installed platform access.	platform access finance access

 

How to add/delete roles and accesses for added team members?

1. Go to the People Tab in the Administrator role and click on the chosen team member
2. Search for the interesting role and click Install 
3. 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.

Go to Lesson 4 - Integration installation