Roles

Roles within Project View define a user's functions and permissions within the system. An employee's roles and responsibilities for projects usually help define their role in Project View.

There are currently four roles defined in Project View:

Administrator: has full read-write permissions across the system.
Executive: has access to view all non-admin modules and reports.
Manager: has access to view/add/edit/delete companies, contacts, projects, tasks, calendar events, links, files
Project Worker: has access to view items within all non-admin modules that are related to the companies/projects for which they are assigned. Can also add/edit task logs, links, and files.

If you are an executive, the sections of the site that will be of greatest value include Reports and Smartsearch.
Most managers are responsible for managing projects, so the projects and tasks sections will offer most the information needed to use ProjectView.
Project Workers will want to become familiar with updating tasks, so the section for task logs will provide the most crucial information.

All users will want to become familiar with the calendar, files, links, and forums, and smartSearch modules.