Access level overview
Access level is a property given to every user or job role in order to enable them to perform certain actions with regard to system settings, projects, portfolios, other functionality inside Birdview. A user's access level consists of sets of permissions, including:
- Global permissions;
- Permissions for projects where the user is not a member (non-member permissions);
- Permissions for projects where the user is a member (member permissions); and
- Default access level for portfolios.
Think of access level as the user's compound role that covers administrative, e.g. Manage System Settings or Manage Vacations; other people's projects, e.g. permission to add activities to them; default project permissions; and portfolio-related permissions. Unlike the job role, which is effective strictly at the project level, the access level determines how the user interacts with the system.
Job role overview
Job role is a role given to a user or unnamed resource when he or she is enrolled in a project by a project owner (a user with the Manage Members permission).
Job roles allow you to create job titles in Birdview projects and then use them for effort planning and allocation. Thus, you can create custom job roles specific to your company, e.g. "designer" or "mobile developer," and allocate them to users in your account to make future project planning easier.
View the job role as a role confined to the project the user is a member of.
Job roles allow you to:
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Create custom job roles specific to your organization
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Set skills and hourly rates across specialists
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Have a clear understanding of team members' roles and skill sets
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Plan and allocate roles accurately across future projects and tasks
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Create reports across each job role
Job Roles is an item on the Company Settings menu. The respective screen allows you to manage job roles, i.e. add new ones, edit/delete existing ones. To access the Job Roles screen, you need to have the Manage job roles global permission.