To review our new permissions grid, please refer to this help article.
Admins: Can view, create & edit all reports
Managers: Based on their editing permissions
Contributors: Do not have access to reports
Financial permissions are applicable in terms of what is available to view in a report. So if a custom report includes financial columns, but a Manager does not have financial permissions, they will be able to view the report but will not see those columns. It does not affect their abilities to view, create or edit reports.
| Project Editing Permissions | People Editing Permissions | Can View Reports | Can Create Custom Report | Can Edit Custom Report | Can Delete a Custom Report |
Admin | N/A | N/A | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Manager | All | All | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Manager | Restricted | All | ✅ Yes | ❌ No | ❌ No | ❌ No |
Manager | All | Restricted | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Manager | Restricted | Restricted | ✅ Yes | ❌ No | ❌ No | ❌ No |
Manager | View | All | ✅ Yes | ❌ No | ❌ No | ❌ No |
Manager | All | View | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Manager | View | View | ✅ Yes | ❌ No | ❌ No | ❌ No |