Users

Users & Roles

Managing users involves adding team members, clients, and support staff to your projects. Users can be assigned to roles to define their responsibilities and access levels.

Team and Client Users

You can add two types of users: team members (HQ, admin, support) and client (customer) users. Team members are internal users who collaborate on projects, manage tasks, and respond to support requests, while client users are external participants who can track project progress and view relevant support and task information. Each type of user has distinct permissions.

Roles

Users can be assigned specific roles and profiles. Roles define a user's designation, such as HQ, admin, support, or customer, determining their level of access and ability to manage different aspects of the system. For example, an admin user would have a role that grants full control over projects and support, while a support user might have restricted access focused on managing support requests and tasks.

Adding & Managing Users

Add Users

1. Go to Users page onthe navigation panel
2. Click on + Add User
3. Select Role
4. Fill in the necessary informations
5. Add

Manage Users

1. User Search bar to find specific users quickly.
2. Hover over a user, click Actions to view or edit user details.
3. Click Excel to export users to a CSV file.

Permissions