✍️ Editor (Specific Projects)
Runn provides 4 levels of account access - admin, editor, viewer and timesheet only - with varying degrees of capabilities.
Editors (Specific Projects) permissions can manage and only edit the projects they are assigned to. They can still view all projects and people details in the account.
Typically, if you just want a Project Manager to edit specific projects but not others, you can assign them as Editor (Specific Projects)
✅ What Editor (Specific Projects) Can Do
Access Test Account
They can access and edit people and projects in the Test Account. The Test Account is shared among all users in the Runn Account. If an Editor changes or deletes data in the Test Account, all users can see those changes.
Manage Specific Projects Only
They can edit project details, budgets, assignments for the specific projects to which they have been assigned only.
They can add any person in the account to their projects.
Create New Project Tags
They can create new project tags while editing the Project Details of their assigned projects, but they cannot edit them afterwards.
Export Project Data
An Editor with All Financial Data access can export assignments or timesheets of their assigned projects only
Manage Specific Project's Timesheet
Editors can view, enter, and update number of hours logged on the timesheets of their assigned projects only.
Editors can Raise a resourcing request, respond to a request and find a person to fulfil a resourcing request for their assigned projects only.
Create New Projects
The Editor will automatically become a project editor for it, in addition to all users with Admin and Editor (All Projects and People) permissions.
Create and Manage all Project Templates
The Editor can create and edit all Project Templates in the Runn account.
Editors (Specific Projects) can view and export reports for ALL Projects and People in Runn.
👀 What Editor (Specific Projects) Can Only View
View People Data Only
They can view all people's data, including person details, contracts and time off, but they cannot edit.
View Account-wide Data Only
With access to the Manage Tab, they can view all the following account-wide data, but cannot edit (except Projects and Project Templates):
People
Clients
Roles
Rate Cards
Tags
Teams
Skills
💰 Access to Financial Data
The users' access to Financial Data is determined the Financial Data Access given to them. Once granted the permission, Editor (Specific Projects) are able to view the financial data for ALL projects.
⛳️ How to assign an Editor (Specific Projects) to a Project?
1. Invite the user to your Runn account
Follow the instructions in this help article to invite the user to your Runn account.
Confirm that the user has accepted the invitation and registered in Runn.
To assign the user to a Project, the user must have already accepted their invite and set up their Runn profile.
2. Assign an Editor (Specific Projects) to a Project
Admins, Editors (All Projects and People) can add project editors from each project's Edit page.
From the Project Planner, click on the 3-dot icon next to the Project Name
Select Edit Details
In the Project Editor field, choose the Editor (Specific Projects) by their name
Click Save
To appear in the list, the user must have already accepted their invite and set up their Runn profile.
Once the Editor (Specific Projects) has the right to edit their assigned project, they can also assign other Editors (Specific Projects) to their project.
🗣️ 3. Inform the User which projects they are on
Once the Editor (Specific Projects) logged in Runn, they will see a list of all projects in their account.
Please provide the user with the Project Names of the projects that they have been assigned to, and they can search/filter and save the filter to see only their projects.
Still have questions? We're happy to help!