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 Easy Projects/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 the role given to a user or a project member when he or she is enrolled in a project by a project manager (user with the Manage members permission).
View the job role as a role confined to the project the user is a member of.
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.