Admin and Project manager role

Admin and project manager are available in Trial, Team and Business plan.

Glossary of basic terms

Project manager – Allows you to create projects for other users under your account.
Admin – Can see and do the same thing on the project as his boss.
Captain / boss = Project owner. It counts to its limit of active projects.

Project manager role

Project manager is your right hand. It can create new projects for you and invite more users to them. At the same time, the project manager becomes an admin in projects he has created. Admin then sees the same thing as you – the captain (owner) of the project – people’s statements, all To-Do sheets, hourly rates, etc.

How do you set up a project manager?

You set up the Project manager in the All users section via the three-menu menu on the right of the line of a particular user. The Project manager can be removed as well.

How do you remove a Project manager?

Project Manager will remove the user via the three-menu menu on the right side of the line.

If you do not want to be a Project Manager (whom someone has given you), you can remove this role yourself in the Users section.

In the All Users section you have an overview of who the Project Manager is and who is not.

Projects based Project manager are still yours – Account owner (you are the Captain/boss of these projects).

This is how Project Manager sees the project. You will always be the captain of the project. When creating a new project, Project manager must select your name.

How do you cancel an automatic Admin of the project when starting up through a Project Manager?

If you don’t want Project Manager to be an Admin in projects you invite him to do, you can easily cancel it in your Settings.

Check this box if you want your Project Manager to become an Admin on projects where you invite him.

Admine role

Admin sees the same thing on the project as his Captain/boss. That is, the financial statements of invited users and budgets. It can also invite and remove other users and Admin or restrict the visibility of notes and To-Do sheets. You always choose an Admin for a particular project or projects. Project Manager automatically becomes Admin in projects which created.

How do you set up an Admin of the project?

You set the Admin in the All Users section via the three-menu menu on the right of the line for a particular user. You will remove the Admin as well.

User roles and their management in 4 minutes

More tips

Let the company create projects only selected people who you project manager role.
Set up multiple Admins in your projects to have less dependencies on one person.
The project owner can be easily changed by transferring projects.
The right project setup is crucial. Get inspired or write to us.

Updated on January 29, 2020

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