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5 Aug '24 New Permission Structure to Support Safe Collaboration
5 Aug '24 New Permission Structure to Support Safe Collaboration
Tina Chan avatar
Written by Tina Chan
Updated over 3 months ago

We will be undertaking some improvements to user permissions.

The changes will allow more flexibility and granularity when setting users' permissions. We will be making these changes in stages and are excited to give you more options and flexibility.

What are we improving?

We are enabling more granular control of People and Projects. Under the new permission structure, you can:

  • Assign Data Manager to help with data management in Runn with restricted financial access

  • Assign People Manager to only edit People but not projects

  • Restrict Project Manager's right to assign people to their projects

Re-structuring Permission Access Levels

The names and structure of permissions will be changing. Currently, we have 5 different Account Types. Account types will be called User types. You will have 3 user types to select from:

Current Account Type

Future User Type

  • Admin

  • Editor (All Projects & People)

  • Admin

  • Editor (All Projects)

  • Editor (Restricted Projects)

  • Viewer All

  • Manager

  • Viewer Basic

  • Timesheet Only

  • Contributor

Current vs Future Permissions Comparision

Below is a comparison of current vs future permission structure:

Symbol

Meaning

βœ…

Access right granted by default

🚫

No access right

βœ… / 🚫

Configurable Access right

πŸ”‘ Admin

Current Account Type

Future User Type

Admin

Editor (All Projects & People)

Admin

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

βœ… Edit any properties under the Manage Tab

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

βœ… Edit any properties under the Manage Tab

Current Access

πŸŽ‰ What's New πŸŽ‰

The Admin user has full access to:

βœ… Change account settings

βœ… Invite other users and set permissions

βœ… Import/ Export Data via CSV

βœ… Generate API Token

You CAN define the admin user's access to:

βœ… Full Account Data Access:

The admin user can change account settings, invite users and set permissions, access to CSV/ Integrations/ API

(Same as the current Admin access)

🚫 Restricted Account Data Access:

The admin user can edit most properties under the Manage Tab, but they cannot:

🚫 Change account settings, invite users and set permissions, access to CSV/ Integrations/ API

(Same as the current Editor (All Projects & People) access)

βœ… Full Financial access

βœ… / 🚫 Financial Access

⭐ Key Benefits

The new Admin User Type allows you to add Data Manager to Runn while limiting their ability to:

  • View people's salaries and

  • Change critical account-wide settings and import/export data

πŸ‘¨β€πŸ’ΌπŸ‘©β€πŸ’Ό Manager

Current Account Type

Future User Type

Editor

All Projects

Specific Projects

Manager

βœ… View all Projects and People, Manage Tab and Reports

βœ… / 🚫 Manage Projects (All or Restricted list of projects)

βœ… / 🚫 Financial Access

βœ… View all Projects and People, Manage Tab and Reports

βœ… / 🚫 Manage Projects (All or Restricted list of projects)

βœ… / 🚫 Financial Access

Current Access

πŸŽ‰ What's New πŸŽ‰

βœ… Edit any properties under Manage Tab

🚫 CANNOT edit any properties under Manage Tab

You CANNOT restrict the user's access to:

πŸ‘«πŸΌ Only edit People but not Projects (e.g. People Manager only)

πŸ‘«πŸΌ Edit only a Restricted list of People (e.g. manage a specific team only)

πŸ‘«πŸΌ Add any person to projects managed

You CAN restrict the user's access to:

βœ… / 🚫 Only edit People but not Projects

βœ… / 🚫 Edit only a Restricted list of People (e.g. a specific team)

βœ… / 🚫 Right to add people to projects managed (For Users with the right to Manage Projects)

⭐ Key Benefits

  • Limit Data Management to Admin Only

    • As Manager Users cannotΒ edit account-wide properties (Manage Tab), you can safely assign Project/ People Managers to this user type and have the peace of mind that they will not accidentally change account properties.
      ​

  • Team-based People Management

    • You can now allow a Manager to only manage a restricted list of people.
      ​

  • Customize Project Managers' right to add people to their projects

    • Depending on your organization's usual practice, you can allow a Project Manager to add anyone, only people they managed or nobody, to their projects.

The current Viewer All Account Type can be set up as a Manager in the future:

Current Account Type

Future User Type

Viewer All

Manager

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

βœ… View Project & Person Dashboards

Same access right when the User Type is Manager, and:

  • Manage Projects is set as View Only

  • Manage People is set as View Only

Current Access

πŸŽ‰ What's New πŸŽ‰

🚫 Cannot view Shared Test Account & List of Users

βœ… Can view the Shared Test Account & List of Users

πŸ‘₯πŸ‘₯ Contributor

Current Account Type

Future User Type

Viewer Basic

Timesheet Only

Contributor

βœ… View Project & People Planner (Viewer Basic)

βœ… Edit own timesheets & My Settings


🚫 View Manage Tab and Reports

🚫 Project & Person Dashboard

βœ… / 🚫 View Project & People Planner

βœ… Edit own timesheets & My Settings

🚫 View Manage Tab and Reports

🚫 Project & Person Dashboard

Current Access

πŸŽ‰ What's New πŸŽ‰

You CAN restrict the user's access to:

βœ… / 🚫 Financial Access

By default the user has NO access right to:

🚫 Financial Access

⭐ Key Benefits

  • Individual Contributors, Team members can be added as Contributors, simplifying the permission-setting process
    ​

  • Contributor does not have access to financials. You can assign the user as a Manager if they need to view any financial information.

When will the new permission structure be launched?

We will be making these changes gradually and are excited to give you more options and flexibility.

What will happen to my existing users and their permission settings?

We will make further announcements when we roll out the new permission structure and the plans for migration.

Thank you! Stay tuned for more updates as we continue to improve your experience with Runn.


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