User Roles
The following is a list of the roles that are available in TidyWork:
| Role | Description | Options |
| Time Writer | Can see the Time Entry tab and enter worked time against their allocated Projects and Tasks. Used for anyone who needs to enter Time against Projects. | Auto-approval of Time enabled?Is this User allowed to assign themselves to a Project/Task? |
| Expense Writer | Can see the Expense Entry tab and enter accrued Expenses against their allocated Projects and Tasks. Used for anyone who needs to enter Expenses against Projects. | Auto-approval of Expenses enabled? |
| Material Writer | Can see the Material Entry tab and enter Materials against a Project including marking materials for purchase. Used for anyone who needs to enter Materials against Projects. | Auto-approval of Materials enabled? |
| Time Approver | Can see the Approval tab for Time and can approve, reject and edit time written by Time Writers. | Automatically make this user an Approver on new Projects? |
| Expense Approver | Can see the Approval tab for Expenses and can approve, reject and edit expenses written by Expense Writers. | None. |
| Material Approver | Can see the Approval tab for Materials and can approve, reject and edit materials written by Material Writers. | None. |
| Project Manager | Can see the Projects tab and create projects. They can also edit their own projects and projects for which they are a peer manager. Can perform Actions on Behalf of other application users.Note: The two role options 'Can this manager see profitability' and 'Can this manager perform all project state changes' can be used to affect whether this Manager will be a 'Standard Manager' or a 'Manager with Financials'. | Can this manager see profitability?Automatically make this user a Peer Manager on new Projects?Can this manager perform all project state changes? |
| Resource Administrator | Can see Global Settings tab and create and edit application users including visibility of user's hours and rates. Ability to specify Actions on Behalf settings for Managers. Assign this role sparingly, as it has full visibility on your company's business and finances, including salary costs. | None |
| System Administrator | Can see Global Settings tab and create and edit settings for Customers, Projects, Departments and more. Cannot see Users rates or hours. | None. |
| Invoicer | Can see the Invoicing tab and generate project invoices to screen or Xero. Can enter Xero mapping settings under Global Settings tab. Can also generate Purchase Orders. | None. |
| Reporter | Can see the Reports tab and run reports. | None |
| Purchaser | Can process Purchase Orders and Receipting. | None |
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Note: The majority of users in the system will be Time, Expense and Material Writers.