Another level of user permissions

There is a “project manager” permission (checkbox) that can be designated to users who are assigned to a project (this checkbox is next to the users name in the project editor). In this way “project manager” is a per user, per project setting. However, this setting does not provide a way for non-administrators to create new projects. I’m not sure if it allows PMs to invoice, but I think it does not.

Hi Jim

Yeah – this checkbox gives the ‘project manager’ a better view by that individual project they’re assigned to (they can see and amend the budget under a ‘Manage’ tab). However, you’re right: they can’t invoice and they also can’t create new projects. I guess this is a distinction between a project manager senior level staff person (desired) and an individual assigned to manage that project (currently available). Even with the latter, I’d expect a project manager to raise an invoice on their own job.

Cheers

Garth

Hey Garth,

I agree with you that it would be nice if PM could create invoices. Also, it would be nice to define whether PMs were allowed to send invoices or simply submit them for approval (to be sent to an administrator).

Cheers,

Actually, just today a new project manager just started and we would like for that person to be able to create invoices, but not have administrative access to the entire Harvest account.

This is exactly where we’re at Jim – we have several mid-senior level people who we want to delegate invoicing functions to, but don’t really want them seeing company wide information or be able to make administrative changes in Harvest…

Hi Shawn,

As you might recall, Client login is something we have been begging for since 2007! :)

We want a role that can approve timesheets, see their project status, but not see company wide information, like rates, and talent. Right now, a PM could add someone the their project, seeing all the talent available. Harvest would be saving us tons of time, if we could just have someone approve timesheets for their projects.

Since this is not what Garth and Jim is asking for, maybe a customize user features with different permission check boxes could be in designed. Sounds like a lot of work, but we are all trying to use Harvest for slightly different things.

Shawn: Yes, I think that a “client manager” is a good name for this role. I believe that this role is often called an “Account Manager”, but that term is a little ambiguous: e.g., it could mean a client account, vendor account, or a harvest account.

Hi Shawn,

We’re not actually after a ‘client manager’ as such, as many of our clients have multiple projects each of which may be run by different project managers.

Really, the best solution for us at least, would be what Jason mentioned in his post: to have more granular control over permissions by individual user. If this can be implemented with checkboxes (e.g. ‘Invoicing’, ‘Time sheet approval’ etc) that would give the greatest flexibility – but probably the most work for you guys as Jason notes! In the short-term, our most immediate need would be for an assigned project manager to at least be able to invoice his own jobs.

Cheers

Garth

Garth,

I agree with you. I’m thinking about our projects and we really need this fine-grained control on a per project basis, not so much on a per client basis.

-Jim

Agree with the suggestion.

It is very important and urgent that other people can create projects. Otherwise it becomes very slow and burocratic: you have to request the Administrator to create a project and wait for him to have the time to do it.

As the Administrator has access to the economic info, he’s regularly a busy person.

This is being a real problem here at my company.

I need the ability to turn off|on Invoicing, Estimates and the other tabs on a user by user basis.