How do roles decide who sees and who changes what?

The ready-made roles, roles of your own, and how to switch a permission on or off.

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Where do roles change? Can I make a role of my own? What holds for the owner?

Every member has a role, and the role decides what they see and what they can change. The table is your office's, as the roles are set right now:

The «New member» form sends an invitation by email; you set the name, email, phone, specialty and role, and whether they appear on the office's public page. — Team › Members & roles › New member

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

Where do roles change?

In Team › Team settings › Roles & permissions. On the left the Roles card, and under it the Role features that switch the roles and your own roles on and off; on the right the role you picked, with its members, and the table What the role allows: for each area, in groups, View · Create & edit · Delete, all open. Pressing a cell turns it to YES or NO straight away; at the bottom the change shows with Undo, and it is written in the office's history. An Everyone cell has no switch: the action is every member's; a — means the area has no such action. At the head of each column, all YES · all NO changes the column at once, after telling you how many rights change. When a right needs another, that one opens too. The one exception is labour cost: changing the rates and seeing the cost are switched on separately. A role's name changes with Rename, in its card's head.

Can I make a role of my own?

Roles of your own come with the Large business plan; on other plans you change the permissions of the ready-made roles. New role, at the top right of the page, asks for a name and, if you like, a role to copy the permissions from; then you change them one by one. Copy as a new role, in a role's head, opens the same form with that role to copy from. Delete role works only when no member has it.

What holds for the owner?

The owner's role always has every permission: it cannot be changed, renamed, deleted or given to anyone else from the form. Only the owner can change the owner's account.

Roles are managed by whoever manages the members, when the office's plan includes roles:

Permission	Office Owner	Office administrator	Project manager	Technical staff	Secretariat	Accounting	Website manager
Manage the team's members	yes	yes	no	no	no	no	no

In «Roles & permissions» you choose a role on the left and see on the right what it allows in each area: view, create and delete. — Team › Team settings › Roles & permissions

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