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Admin Title - Way to Limit What They See?
Hello. We want employees with the Admin tag to be able to make job numbers, see reports, etc. However, we don’t want them to see any financial information. Is there a way to let people have Admin status to, at the very least, ONLY be able to make job numbers? Let us know, thanks!
(+1) we need more roles/privileges in harvest, beyond admin and project manager. We need: admin (create/manage users), executive manager (ability to create new clients and assign clients to account managers), account manager (ability to create/edit projects for clients they manage and assign/edit project managers), project managers (ability to edit projects they manage and assign users to the project), finance manager (ability to run reports on all financials, but not create/manage clients, projects, or users), etc.
Hi @porchlightatl and @Jim – Thank you both for some ideas on how we can refine user permissions in Harvest. This year, we’ll be thinking about how we can make user permissions more flexible, and while I don’t know that we’ll add different kinds of users, it is helpful to know what you’d like different roles be able to do. Cheers!