We will update our permission system on 2 December 2024 to give you more flexibility in defining users' access. The current permission settings outlined here is available until 1 December 2024.
Please check out this help article to learn more.
Runn provides 4 levels of account access (User Types) - admin, editor, viewer and timesheet only - with varying degrees of power.
Below is a quick summary table of all account types:
🔑 AdminThe user can perform ALL actions including account management and billing. |
✅ Full control of the Account Settings & Billing ✅View Project & People Planner, Manage Tab and Reports
✅ Edit People, All Projects, and Timesheets
✅ Delete any People and Projects
✅ Generate API Token |
Admin User View: Click Here |
✍️ Editor (All Projects and People)The user can edit ALL Projects and People in the account. | ✍️ Editor (All Projects)The user can edit ALL Projects in the account. | ✍️ Editor (Restricted Projects)The user can edit ONLY the Projects they were assigned to. |
✅ Add/Edit all Projects, People and Timesheets
✅ View Project & People Planner, Manage Tab and Reports
✅ Assign Editor (Specific Projects) to Projects
🔶 View Financial data of all projects & people (based on the financial permission given)
🔶 Export data of all Projects (when All financial data access is selected)
❌ Change Account Settings (View only)
❌ Invite other users and set permissions
❌ Delete People and Projects with assignments
❌ Generate API Token | ✅ Add/Edit all Projects and Timesheets
✅ View Project & People Planner, Manage Tab and Reports
✅ View all Project & People's Details
🔶 View Financial data of all Projects & People (based on the financial permission given)
🔶 Export data of all Projects (when All financial data access is selected)
❌ Edit any Person Details
❌ Other Admin & Editor (All Projects & People) users' rights | ✅ Add/Edit their assigned Projects Only
✅ View Project & People Planner, Manage Tab and Reports
✅ View all Project & People's Details
🔶 View Financial data of all Projects & People (based on the financial permission given)
🔶 Export data of all Projects (when All financial data access is selected)
❌ Edit other projects which they are not assigned to
❌ Edit any Person Details
❌ Other Admin & Editor (All) users' rights |
Editor (All Projects and People) User View: Click Here | Editor (All Projects) User View: Click Here | Editor (Specific Projects) User View: Click Here |
👀 Viewer (All)The user can view all the Projects, People and Reports, but cannot edit them. | 👀 Viewer BasicThe user can only view the list of Projects and People on the Planner, but not the details. |
✅ View Project & People Planner, Manage Tab and Reports
✅ View Project & Person Dashboards
✅ Edit own timesheets & My Settings
🔶 View budget, rates and costs depending on the financial data permission given
❌ Access to Test environment
❌ Edit People, Projects and Timesheets
❌ Other admin & editor users' rights | ✅ Project & People Planner (View only)
✅ Edit own timesheets & My Settings
❌ Access to Test environment
❌ View Manage Tab and Reports
❌ Project & Person Details Page
❌ View budget, rates and costs
❌ Other admin & editor users' rights |
Viewer-All User View: Click Here | Viewer-Basic user View: Click Here |
⏲️ Timesheet OnlyThe user can only edit their own timesheets and see the full list of projects with no details. |
✅ Edit own timesheets & My Settings
✅ Add actual hours to a project that they have not been assigned to (this is useful if they have to jump on an ad-hoc project)
✅ See the full list of projects in the Organization
❌ Access to Test environment
❌ Project & People Planner, Manage Tab and Reports
❌ Project & Person Details Page
❌ Details about who else is working on the project that they have been assigned
❌ Other admin & editor users' rights |
Timesheet-only User View: Click Here |
💰 Restricting access to financial data
In addition to the above, admins can further restrict who can view and edit financial data in Runn.
This comes in handy if you're uncomfortable sharing your employees' and contractors' internal hourly cost rates/salary information, or financials such as project billings, costs, profits and margins.
As an admin, you can set the financial permission level for a user when you invite them into the account. You can also change the permission level of users already in the account, see how to change a user's permission level below.
There are 3 different levels of financial access permissions to choose from:
All
Restricted
None
💵 All
Users with this permission level have full access to all financial data in Runn.
🙅♀️ Restricted
Users with this permission level cannot see financial data relating to your internal costs and your employees' and contractors' salaries.
More specifically this means that users of this permission level cannot:
view or edit the hourly cost field when creating or updating a person's employment contract. Users can still create user contracts, but the cost will automatically default to the default internal role cost.
view the internal hourly cost of a person on their contract.
view or set the default internal role cost when creating or updating a role.
view people cost charts on the Project and People Planner.
access exporting functionality.
❌ None
Users with this permission level cannot see any financial information in Runn.
In addition to the above, this means that users of this permission level cannot:
get insights on billings, people costs, profits and margins anywhere in Runn. Financial data is entirely hidden from client, project and people pages, the charts and project stats on the Project and People Planner, and your project budgets.
access rate cards and create and edit charge-out rates.
💂 How to change a user's permission level
Please read the help article here:
Still have questions? We're happy to help!