Understanding User Permissions in Audere

It's important for everyone to understand their permissions in Audere; especially the person assigning them.

The first person in an organization to sign-up for an Audere account will be designated the Owner of the project and can assign various levels of security access.

  • Owner - The Owner has the highest level of security access with the ability to:
    • Perform the actions of Administrators, Resource Managers and Team Members
    • Purchase account licenses
    • Update payment information
    • Set the Invite As security access level for all users in your Audere account
  • Administrator - An Administrator has the second highest level of security access with the ability to:
    • Perform the actions of Resource Managers and Team Members
    • Set account configurations and settings, such as the working calendar and week start date
    • Activate or Inactivate user licenses in Audere until the maximum number of purchased licenses are assigned
    • Reset MFA for users beneath the level of Owner
    • Turn MFA on or off for the account
  • Resource Manager - A Resource Manager has the third highest level of security access with the ability to:
    • Perform the actions of Team Members
    • View all Projects and Assignments
    • Create, update and delete Projects and Assignments
    • Create, update and delete People on the Team Member level and toggle their status between active or inactive
    • Create, update and delete Roles
    • Create, update and delete Clients
    • Create, update and delete Teams
    • Set the Invite As security access level for any user below the level of Administrator
  • Team Member - A Team Member is assigned to work on Projects and Assignments with the ability to:
    • View all Projects, Phases and Assignments on the Schedule
    • View all past and future Projects, Phases and Assignments assigned to them on the home page
    • Create or update Assignment descriptions
    • Filter the Schedule view
    • Upload or change their Profile photo
    • Update the Schedule display settings
  • Invited As = None - A person who is added to the project as a resource for scheduling but hasn't been invited and can't log into Audere.

Check out the articles below to continue learning about how to configure your Audere account.


See Also:

Changing Ownership

Inviting a Person

Getting Started Quickly