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Empower Project Managers with Flexible Permissions

One of our most popular feature requests has been a more flexible user permissions system. Most importantly, administrators needed the ability to give project managers more control over their projects. We’re excited to announce that we’ve made this possible – administrators can now choose which project managers can create projects, view rates, or generate invoices for projects they manage.

Customizing User Permissions

There are three different roles that can be assigned under Manage > People:

Regular User – Mark someone as a regular user if they need to track time and expenses and view reports on their own activity.

Project Manager – PMs can see and approve time for projects they oversee, and they can view reports on those projects. Additionally, there are three optional permissions:

Permissions for project manager

  • Create projects – Allows PMs to create projects for all clients on the account.
  • View rates – Shows rates to PMs for all projects they manage.
  • Create invoices – Enables PMs to create invoices only for projects they manage. A project manager can view and edit an invoice until it’s sent by an administrator (only administrators can send invoices or record payments for them).

Administrators – If someone needs access to all time, projects, and reports in your account, this role is for them.

Roles are displayed next to everyone’s names in Manage >  People, so permissions are both flexible and easy to track. We hope the new user permissions result in a more shared and streamlined workflow across your team!

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This was posted in New Features, Product News.
  • Great feature! I can’t wait to use this.

  • what about adding new clients?

  • All sounds good. Just one point of confusion for me…rates. Are the rates listed for contractors meant to be the rate they’re being charged out at to clients, or the rate I’m paying them to manage my clients?

    Thanks!

  • How do you give someone permission to create Estimates?

    • @Jim – Glad you like the feature! Let me know if you have any questions about it.

      @Pericles and @Kate – Right now, there aren’t additional permissions for adding clients or creating estimates, but I’ll add these to our feature request list. Thanks for your feedback!

  • @Dan Rates in Harvest are the rates you’re billing clients, not what you’re paying contractors (unless they’re the same thing!)

  • is the limited project manager role the best available way to permit clients to see up-to-date unbilled hours (i.e., without manually creating reports)?

  • Tom Dunn on June 28, 2012

    Hi, any update on project managers being able to create estimates? This will make our lives easier. It seems like an obvious thing and should be in there already really…

  • +1 to project manager ability to create estimates. Is there a timeline for this feature? Thanks!

    • Hi Nico, that’s currently on our requested feature list, but we don’t have a timeline for it. Thanks for writing in!

  • How frustrating.

  • Great job on Harvest – we’ ve been long time users.
    i have made a similar suggestion a long time ago about the project manager feature. Currently if you set up a person to be a project manager in a project (when we create a new project) then that person becomes a “global” project manager which is problematic if we want only specific project managers in specific projects. it is also counter-intuitive from a user experience.

    A “global” project manager should be set only if a person is selected to be a project manager in manage>people. When a person is selected to be a project manager in a Manage>project path then they should only be a project manager in that project only (project specific)

    Thanks

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