There are five main roles with pre-set standard access permissions. You define a user’s role and its permissions when you invite a new user to join Havelock.
Note: Roles and permissions can be edited after a user joins the system as well.
The five main roles you can assign are:
Administrator
The Administrator role is for super-users, who are responsible for initially setting up the system, and updating it accordingly throughout the working process.
Full access to all projects, reports, files, activities, tasks, and functionalities
Can invite/edit/deactivate users with all roles
Full access to all Admin Panel modules
Department Manager
This role has the highest access level after the Administrator role.
Adjustable access to projects, reports, files, modules, and other functionalities
Can invite/edit/deactivate users with all roles except Administrators
Can create/change the access settings of all projects
Can create activities and tasks in projects they’re not responsible for
Can create only Base Activities in the Admin Panel
Can create Teams
Can create Project Templates
Can access only USERS, PROJECTS, and GENERAL sections in the Admin Panel
Note: Department Managers cannot delete users with Administrator roles.
Manager
Adjustable access to projects, reports, files, modules, and other functionalities
Can view and add tasks in other projects
Can create Project Templates
Can create only Base Activities in the Admin Panel
Can access USERS, PROJECTS, and GENERAL sections in the Admin Panel with limited options
Member
Members have a low level of access.
Access only to My Tasks Hub
Access to the tasks assigned to them and the ones they've assigned to others
Guest
Guests by default have limited access to the functionalities and data in the system. However, the level of access can easily be edited to cover the requirement of the case. This role is meant for stakeholders outside your organisation who only need particular access to sufficiently contribute to the process.
Adjustable access to projects, goals, boards, and other functionalities;
Limited access to Dashboard, shared Projects, My Tasks, Goals and Boards;
Note: Ask your system Administrator if you need to add/create a new role.
Department Managers and Managers, all share the same adjustable set of access settings to Projects, Files, Reports, and other modules.