To review our new permissions grid, please refer to this help article.
Admins: Can view, create & edit all reports
Managers: Based on their Manage Project / Manage People 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.
User Type | Can View Reports | Can Create Custom Report | Can Edit Custom Report | Can Delete Custom Report |
Admin | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Manager Manage People is On | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Manager Manage Projects is On | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Manager Both Manage People & Manage Projects are Off (View Projects and People Only) | ✅ Yes | ❌ No | ❌ No | ❌ No |
Contributor | ❌ No | ❌ No | ❌ No | ❌ No |