Update: We're renaming Permission Levels. Please note that while the permission level is renamed, the permission access remains unchanged.
Please check out this help article to learn more.
✍️ Editor (All Projects)
Runn provides 4 levels of account access - admin, editor, viewer and timesheet only - with varying degrees of capabilities.
Editors (ALL Projects) can only edit Projects, but not people and other account-wide data.
Typically, Project Managers can be assigned as Editors (All Projects) if you just need them to manage projects and only view people data.
The Access to Financial Data permission determines the financial data they can view.
✅ What Editors (ALL 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.
They can create new Projects, edit project details, budget, assignments and timesheets to ALL Projects in Runn.
❓ How do I know what changes an Editor has made to a Project?
The Project History shows you all the changes made to a Project in the past 30 days (Pro Plan) or 90 days (Enterprise Plan).
Bulk Edit Projects
They can access the Manage > Projects page and bulk Edit Projects.
Create New Project Tags
They can create new project tags while editing the Project Details, but they cannot edit them afterwards.
Delete Projects and People without Assignments only
Editors can only delete projects and people without assignments. If they attempt to delete projects/people with assignments, an error message will show:
Export Project Data
An Editor with All Financial Data access can export assignments or timesheets.
Editors can view, enter, and update number of hours logged on timesheets for any other person or project in their Runn account.
Editors can Raise a resourcing request, respond to a request and find a person to fulfil a resourcing request for ALL projects.
Editors can view and export reports for all Projects and People in Runn.
❌ What Editors (ONLY Projects) Cannot Do
Edit People Data
They can view all people's data, including person details, contracts and time off, but they cannot edit.
Edit Account-wide Data
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, they are able to view the financial data for ALL projects.
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