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User Types

Author: System Administrator Displayed: 337
Created: 2015-10-02 Updated: 2017-10-31
Version: 1
Tags: users
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Define User types to differ user permissions

User types can be found in More: Administration

You will see all  the existing user types and a possibility to create a new user type.

 

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Create a new user type

After clicking the button, you will land on this page. 

You can choose here, what you want the user type to see in the top menu, what other users can he see and if it will be a default user type, or if it is an internal user.

 

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Examples of user types settings

External

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This user, for example, cannot see the more menu button, has the My profile link and log out link on the right. it looks like this:

 

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Internal

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This user has everything enabled except for administration button, and it looks like this:

 

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Let´s get to the details!

  • Default? Internal?

Checking the option "Default" means this user type will be pre-selected when creating new users. The option "internal" allows to select whether this user type is in-house employee or external worker/client with corresponding permissions.

  • Non-internal users do not see tasks, spent time, attendance and resource management buttons on their user profile.
    Image201608151354_1.png
  • Non-internal users do not see saved public filters anywhere, only their own saved private filters.
  • Non-internal users do not see estimated hours on assigned tasks and neither in resource management.
  • Non-internal users can not see project activity even if they have the permission on the project.
  • Non-internal users do not have access to Social Portal.
  • Administrator cannot be non-internal user even if it's set on the user profile.

 

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  • Custom menu item

If you want to make it easier for your user to reach something, or you want to restrict them from using the more menu, but still need them to have access to, for example, Knowledge base like you can see here. U can use this nice feature. Check the option in, and add a name and link.

 

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It will look like this:

 

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  • Visibility options

Here you can choose which user types can see other user types. Or you can select "All" to see all user types. Selecting <<all>> means it will use all existing user types only. New types created from this moment on will not be considered unless <<all>> is selected again after their creation.

 

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