Users management can be accessed through the [Users] menu button. To add a new user click on the [Add new user] link. Here is a description of the different users’ access rights:
General Manager: Can be created by an Administrator (that is, a person who owns a 1stManager account). A General Manager can create users with lower permission levels and has the ability to manage everything on the account, except general account settings such as the account type. This includes project creation, team management, and task management. A General Manager does not need to be part of a project to make changes to it. She or he can add users of any type (except General Managers and Administrators) to the account. If you are the Account owner, you should name General Manager that person who will have the responsibility of planning and overseeing the general progress of all projects, and distributing specific responsibilities among team members. Alternatively, if you want to keep that responsibility for yourself, you may not need to create a General Manager at all.
Global Project Leader: Has rights to create and modify projects/tasks in which she or he is the Project Leader. In addition, this user has read-only access to the remaining projects which have other leaders. When this user creates a project, she or he will always be the Project Leader of the project created. A Global Project Leader can add Global Users, Specific Project Users and Specific Task Users to the account. We suggest that Global Project Leader permissions be given to those users who will be team leaders of one or more projects, especially when it is beneficial that these users are informed about the state of all projects and tasks included in the account.
Specific Project Leader: This user is authorized to view/create/modify items belonging to projects where she or he is a Project leader. A Specific Project Leader cannot view/modify/delete other projects/tasks that he does not own. In Addition, this user is able to create projects, but she or he will always be their Project Leader (that is, this user cannot create a project and assign the role of Project Leader to another user). This user can add Specific Project Users and Specific Task Users, so that she or he can organize the team which she or he leads. Create Specific Project Leaders when you want to assign a user management and leadership responsibilities over a specific project, without this user being able to view any information about the progress of other projects included in the same 1stManager account.
Global User: Has read-access to all the contents (projects, tasks, users, clients, etc.) of the account (except general account settings). This user cannot create new tasks or projects, but she or he can add comments to, and modify the status and percent completed of, any tasks that are assigned to or reviewed by her or him. A Global User can’t add other users to the account. Add Global Users when you want to be able to assign tasks to a specific user, especially when it is beneficial that this user is informed about the state of all projects and tasks included in the account.
Specific Project User: Has read-access to all projects he is member of, the tasks that are included in those projects, and the tasks that don’t belong to any project but are assigned to him. A Specific Project User cannot create new tasks or projects, but can add comments to, and modify the status/percent completed of, tasks that are assigned to or reviewed by her or him. A Specific Project User can’t add other users to the account. Create Specific Project Users when you want to assign tasks to a user, allowing this user to be informed about the state of the project she or he is part of, while barring this user from seeing any items in other projects included in the same 1stManager account.
Specific Task User: Has read-access only to the tasks that are assigned to /reviewed by her or him. A Specific Task User cannot create new tasks or projects, but can modify these tasks’ status or percentage completed, as well as add comments. A Specific Task User can’t add other users. Add Specific Task Users when you want to be able to assign tasks to a specific user, especially when you want this user to have no access at all to any items in the account, except for her or his assigned tasks.
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