Runn provides 4 levels of account access - admin, editor, viewer and timesheet only - with varying degrees of power.
Below is a quick summary table of all permission types:
🔑 Admin | ✍️ Editor |
✅ Full control of the Account Settings
✅ Project & People Planner, Manage Tab and Reports
✅ Edit People, Projects, and Timesheets
✅ Delete People and Projects
✅ Generate API Token | ✅ Project & People Planner, Manage Tab and Reports
✅ Edit People, Projects and Timesheets
🔶 Export data (when All financial data access is selected)
❌ Change Account Settings (View only)
❌ Invite other users and set permissions
❌ Delete People and Projects
❌ Generate API Token |
Admin User View: Click Here | Editor User View: Click Here |
👀 Viewer All | 👀 Viewer Basic |
✅ Project & People Planner, Manage Tab and Reports* (View only)
✅ Project & Person Details Page* (View only)
✅ Edit own timesheets & My Settings
🔶 *View budget, rates and costs depending on their financial data permissions
❌ Edit People, Projects and Timesheets
❌ Other admin & editor users' rights | ✅ Project & People Planner (View only)
✅ Edit own timesheets & My Settings
❌ 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 |
✅ 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
❌ 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 users permission level below.
There are 3 different levels of financial access permissions to choose from:
all
all, except salaries
none
All
Users with this permission level have full access to all financial data in Runn.
All, except salaries
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
Click on Manage > Users
Click the Edit button to bring up a user's details.
3. Update the permission levels as needed
4. Click the Save button
Still have questions? We're happy to help!