Availability
Overview
Birdview comes with a number of predefined access levels, which can be modified or replaced with your own, if required. The purpose of predefined access levels to help you quicker accommodate the most common roles used in Birdview. However, if it suits your own line of business you are free to delete, modify or replace the predefined access levels with your own. The access levels can be found in Company settings > Access levels.
In this article
Collaborator
As any access level's in Birdview, Collaborator's permissions fall in various groups:
Global permissions
Collaborator access level has the following global permissions:
- Manage own vacations
- Access common reports
- Add custom forms
- Add spaces
Project member default permissions
The access level has the following default project permissions:
| Activities | Time entries | Projects | Members & assignees | Expenses |
|---|---|---|---|---|
|
|
n/a | n/a |
|
|
1
Allows actual expenses to be added at the activity level,
including conversion from planned expenses.
2
Grants view-only access to others' actual and planned
expenses at the activity level.
| ||||
Default portfolio member access level
Portfolio participant is Collaborator access level's default portfolio member access level. This means that a user with Collaborator access level is assigned Portfolio participant access level when added to a portfolio. For the portfolio participant's permissions see here.
Time Tracker
Global permissions
Time Tracker access level has the following global permissions:
- Manage own vacations
- Add custom forms
- Add spaces
Project member default permissions
The access level has the following default project permissions:
| Activities | Time entries | Projects | Members & assignees | Expenses |
|---|---|---|---|---|
|
|
n/a |
|
|
|
1
Allows actual expenses to be added at the activity level,
including conversion from planned expenses.
2
Grants view-only access to others' actual and planned
expenses at the activity level.
| ||||
Default portfolio member access level
Portfolio participant is Time Tracker access level's default portfolio access level. This means that a user with Time Tracker access level is assigned Portfolio participant access level when added to a portfolio. For the portfolio participant's permissions see here.
Executive
Global permissions
Executive access level has the following global permissions:
- Access common reports
- Access report generator
- Access billing information
Project member default permissions
The access level has the following default project permissions:
| Activities | Time entries | Projects | Members & assignees | Expenses |
|---|---|---|---|---|
|
|
n/a | n/a | n/a |
Default portfolio member access level
Portfolio participant is Executive access level's default portfolio access level. This means that a user with Executive access level is assigned Portfolio participant access level when added to a portfolio. For the portfolio participant's permissions see here.