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