Which permission does each role have?

Exactly which permission each role has — one table, straight from the code.

The table shows the permissions of each role of your office, as they are set right now. It is not a separate description: it is drawn from the roles themselves, so if a role changes in Team › Team settings › Roles & permissions, the table changes too. Without signing in you see the ready-made roles with their defaults.

What each role has by default is in the table below; whoever manages the roles can switch a permission on or off for a role, and the table shows it at once.

Permission	Office Owner	Office administrator	Project manager	Technical staff	Secretariat	Accounting	Website manager
Projects & money
Create and edit projects and work items	yes	yes	yes	no	no	no	no
Delete projects and work items	yes	yes	yes	no	no	no	no
See the projects' content (files, photos, notes)	yes	yes	yes	yes	no	yes	yes
See the projects' files	yes	yes	yes	yes	no	yes	yes
Upload, rename and move project files	yes	yes	yes	yes	no	yes	yes
Delete project files	yes	yes	yes	yes	no	yes	yes
See the amounts of money on projects and work items	yes	yes	yes	no	no	yes	no
Record and change fees and payments	yes	yes	yes	no	no	yes	no
Delete recorded payments	yes	yes	yes	no	no	yes	no
View project expenses	yes	yes	yes	no	no	yes	no
Manage a project's expenses	yes	yes	yes	no	no	yes	no
Delete project expenses	yes	yes	yes	no	no	yes	no
View a project's checklist	yes	yes	yes	no	no	no	no
Edit a project's checklist	yes	yes	yes	no	no	no	no
Delete checklist points	yes	yes	yes	no	no	no	no
Everyday work
Create and edit tasks	yes	yes	yes	yes	yes	yes	yes
Delete the office's tasks	yes	yes	yes	yes	yes	yes	yes
Create and edit notes	yes	yes	yes	yes	yes	yes	yes
Delete other people's notes	yes	yes	yes	yes	yes	yes	yes
Create and edit appointments	yes	yes	yes	yes	yes	no	no
Delete appointments and field visits	yes	yes	yes	yes	yes	no	no
View office messages	yes	yes	yes	no	yes	no	yes
Answer and manage office messages	yes	yes	yes	no	yes	no	yes
Delete office messages	yes	yes	yes	no	yes	no	yes
Manage the useful links	yes	yes	yes	yes	yes	yes	yes
Delete useful links	yes	yes	yes	yes	yes	yes	yes
Customers
View customers and their details	yes	yes	yes	no	yes	yes	no
Create and edit customers	yes	yes	yes	no	yes	no	no
Delete customers from the book	yes	yes	yes	no	yes	no	no
Create, edit and invite partners	yes	yes	yes	no	yes	no	no
Delete partners from the contacts	yes	yes	yes	no	yes	no	no
Office & team
View the team's members	yes	yes	no	no	no	no	no
Manage the team's members	yes	yes	no	no	no	no	no
Delete the team's members	yes	yes	no	no	no	no	no
Labour cost — view and enter	yes	no	no	no	no	yes	no
Change the labour cost rates	yes	yes	no	no	no	no	no
View the office settings	yes	yes	no	no	no	no	no
Change the office settings	yes	yes	no	no	no	no	no
View the subscription	yes	yes	no	no	no	no	no
Manage the subscription and the plan	yes	yes	no	no	no	no	no
ErgoMeeting
Open and close ErgoMeeting rooms	yes	yes	no	no	yes	no	no
Record ErgoMeeting calls	yes	yes	yes	no	no	no	no
Delete ErgoMeeting rooms	yes	yes	no	no	no	no	no
Data & files
View the files in ErgoCloud	yes	yes	yes	no	yes	yes	yes
Create and edit in ErgoCloud	yes	yes	yes	no	yes	yes	yes
Delete in ErgoCloud	yes	yes	yes	no	yes	yes	yes
Reach the statistics	yes	yes	yes	no	no	yes	no
Restore something from Deleted records	yes	yes	yes	yes	no	no	no
Delete something permanently from Deleted records	yes	yes	no	no	no	no	no
Public presence
View ErgoWeb — its home and statistics	yes	yes	no	no	no	no	yes
Manage ErgoWeb — the public website and its posts	yes	yes	no	no	no	no	yes
Delete ErgoWeb pages, posts and media	yes	yes	no	no	no	no	yes
Help
View the office's support requests	yes	yes	yes	no	no	no	no
Write and answer support requests	yes	yes	yes	no	no	no	no

Some permissions go together: Manage customers and partners needs View customers and their details. Switching the first on switches the second on; switching the second off switches the first off.

The owner always has every permission and their account is never deleted. An administrator cannot edit or delete the owner's account.

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