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Roles & Permissions
Roles & Permissions

Assign permissions to roles, assign roles to employees

Updated over 2 months ago

Attention: This function is only available for admins.

From now on you can create your own user roles and assign them different permissions.

Roles and permission matrix

With the matrix you can:

  • set permissions for planning, approval, projects and teams

  • show or hide project and staff costs

  • bind permission combinations to custom roles

General permissions

Read access planner

  • You have access to the planner views

  • View the planning entries

Manage own planning entries

  • You can view and manage your own planner entries

Automatic collection of tracking references

  • Enable the automatic collection of tracking references for ticketing tools such as Jira, Azure DevOps, etc.

Approval of absence requests

  • receive and approve absence requests (only available when no HRIS is connected to CoffeeCup)

Read only access to projects for non PMs

  • Read only project analytics access (except costs) for all assigned projects

Project permissions

Note: Projects can be assigned by enabling the "PM" checkbox in project assignments for a user.

Limited project management

  • edit and archive assigned projects

  • access analytics of assigned projects (except costs)

Project creation

  • Create projects

  • Delete assigned projects

Extended project management

  • edit, archive or delete all projects

  • access all project and client data (except costs)

  • access the dashboard modul "Team Hours"

Access project costs

  • access costs for manageable projects

  • access the Dashboard Module "Performance Overview"

Extended management: clients, tasks and expense categories

  • create, edit and delete or archive clients, contact persons, tasks and expense categories

Team and project management

  • assign users in the team and project planning for manageable projects

Team permissions

Limited staff management

  • Access employee data and time entries (except employee costs)

  • Manage absence types and holidays

  • Access documents without remuneration info

  • Create absence for employees

  • Access the dashboard modul "Team Hours"

Extended staff management

  • create, edit and delete or archive employees (except costs)

  • upload employee documents without remuneration info

  • assign roles, if permission "Access Remunerations and Documents" is also active

Access remunerations and documents

  • access employee costs

  • upload and access employee documents with remuneration info

  • access the Dashboard Module "Performance and Costs"

Access remunerations of admins

  • access admin costs

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