Hubstaff has different member roles to give you flexibility in running your business. Changing your team member’s roles per project and organization allows you to choose what access level they have on each of your organizations or projects.
Organization owners and managers only need to be a member of a project if they want to track time to said project, they have access to all projects and users by default.
Please consult our User Role and Permissions Guide to see what access level is provided for each role.
To configure users to different roles, please follow these instructions:
- Changing Organization and Project Roles from the Members Page
- Changing Project Roles from the Projects Page
Changing Organization and Project Roles from the Members Page
You can change the organization and project role by navigating to your Members page. Make sure you have selected the correct organization in the top right corner of the page.
If you have a large number of employees in your company, you can easily use the Search members field or applying filters for Role and Time Tracking.
Below you will see the Role column. Selecting a role from the Role drop-down allows you to change the user’s role at the organization level.
To change the role on the project level, click to edit on the Projects column.
- Organization roles apply to all projects in the organization.
- Project roles are what you want to edit if you want different permissions on different projects. Click to change a member’s project role.
Changing Project Roles from the Projects Page
Project roles can also be changed from the Projects page.
Next, you will see a dialogue where you will be able to assign/re-assign members to the project and change their roles. You are allowed to type the member’s name in the text boxes, select/deselect all, click the “x” next to a member to remove project membership, and even drag & drop the members across the different roles. Here’s how the Edit project memberships dialogue looks like.
Here you can set different roles on the project (managers, users, and viewers), and even the whole teams.
For more information about user permissions, please click here.