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Managing your Runn users' access permissions
Managing your Runn users' access permissions

Learn about Runn's account access permissions and how to restrict access to sensitive financial data

Nicole avatar
Written by Nicole
Updated this week

Runn provides 4 levels of account access (Account Types) - admin, editor, viewer and timesheet only - with varying degrees of power.Β 

Below is a quick summary table of all account types:

πŸ”‘ Admin

The user can perform ALL actions including account management and billing.

βœ… Full control of the Account Settings & Billing
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βœ…View Project & People Planner, Manage Tab and Reports

βœ… Edit People, All Projects, and Timesheets


βœ… Invite other users and set permissions

βœ… Delete any People and Projects
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βœ… Export data (when All financial data access is selected)

βœ… Generate API Token

Admin User View: Click Here

✍️ Editor (All)

The user can edit ALL Projects and People in the account.

✍️ Editor (Specific Projects)

The user can edit ONLY the Projects they were assigned to.

βœ… Add/Edit all Projects, People and Timesheets

βœ… View Project & People Planner, Manage Tab and Reports

βœ… Assign Editor (Specific Projects) to Projects

πŸ”Ά View Financial data of all projects & people (based on the financial permission given)

πŸ”Ά 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

βœ… Add/Edit their assigned Projects Only

βœ… View Project & People Planner, Manage Tab and Reports

βœ… View all Project & People's Details

πŸ”Ά View Financial data of all Projects & People (based on the financial permission given)

πŸ”Ά 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) User View: Click Here

Editor (Specific Projects) User View: Click Here

πŸ‘€ Viewer (All)

The user can view all the Projects, People and Reports, but cannot edit them.

πŸ‘€ Viewer Basic

The user can only view the list of Projects and People on the Planner, but not the details.

βœ… View Project & People Planner, Manage Tab and Reports

βœ… View Project & Person Dashboards

βœ… Edit own timesheets & My Settings

πŸ”Ά View budget, rates and costs depending on the financial data permission given

❌ Edit People, Projects and Timesheets

❌ Other admin & editor users' rights

βœ… Project & People Planner (View only)

βœ… Edit own timesheets & My Settings

❌ 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 Only

The user can only edit their own timesheets and see the full list of projects with no details.

βœ… Edit own timesheets & My Settings

βœ… 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)

βœ… See the full list of projects in the Organization

❌ 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

πŸ’° Restricting access to financial data

In addition to the above, admins can further restrict who can view and edit financial data in Runn.
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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.
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There are 3 different levels of financial access permissions to choose from:Β 

  • AllΒ 

  • All, except salariesΒ 

  • NoneΒ 

πŸ’΅ AllΒ 

Users with this permission level have full access to all financial data in Runn.

πŸ™…β€β™€οΈ All, except salariesΒ 

Users with this permission level cannot see financial data relating to your internal costs and your employees' and contractors' salaries.Β 

More specifically this means that users of this permission level cannot:

❌ None

Users with this permission level cannot see any financial information in Runn.Β 

In addition to the above, this means that users of this permission level cannot:Β 

  • 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.

πŸ’‚ How to change a user's permission level

Please read the help article here:

Still have questions? We're happy to help!Β 

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