Roles and Permissions

Define roles and permissions for your organisation

To start with basic onboarding, we have added a few default roles. You may edit the permissions of the existing roles or create new roles to suit your requirements.

Administrator

Has complete access to all the modules and pages within projetly. Only the administrator has access to the organisational settings and billing information.

Manager

Has complete access to all the modules and pages within projetly.

User

The users have access to the projects, milestones, tasks, that they are assigned to in addition to the dashboards and reports of the same projects. Users can be added to multiple projects across multiple accounts.

Observer

An observer can be an external or internal user that has view access to the projects, milestones and tasks.

Customer

The customers only have access to their projects, milestones, tasks, dashboards and reports.