✅ Create employee records with their information, even if they haven't yet been invited.
🔓 Required permissions
Permission management: Admin ⭐
Access to team reports: Admin ⭐; Manage Team Members 👥; Manage Worklogs ⏳; Manage Timeoff Requests ⏰
Reading time | 5min |
Setup length | 5min |
Steps | 2 |
I- MANAGE TEAM PERMISSIONS
Go to your profile > collaborators.
Then in Permissions.
Go to Team permissions > click on a permission group.
Team permissions are specific to accessing data and functionalities on OOTI.
Each user will belong to a team permissions group.
By default, you'll find the Admin, Accountant, Director and Member groups and the permissions assigned to them.
Here are the details of team permissions:
II- MANAGEMENT REPORTS
In the left-hand menu, click on Reports
In team reports, you'll find a list of management reports:
We've listed each of these reports for you, along with the minimum permission to access each one:
Time by project = Admin ⭐
Time by week = Manage Team Members 👥
Time Spent - Projects per collaborator = Manage Worklogs ⏳
Budget Review = Admin ⭐
Capacity = Manage Team Members 👥
Required resources = Admin ⭐
Time-off = Manage Timeoff Requests ⏰
Time spent = Manage Worklogs ⏳
Time by collaborator = Manage Worklogs ⏳
Project management = Admin ⭐
Time Spent - Collaborators per project = Manage Worklogs ⏳
Billable budgets = Admin ⭐
Collaborator scheduling progress = Manage Team Members 👥
Time balance = Manage Timeoff Requests ⏰
Project members = Admin ⭐
Project deliverables = Admin ⭐
III- INVOICING REPORTS
In Team Reports, you'll find a list of billing reports:
Here is the list of these reports with the minimum permission to access each of them:
Invoicing statuts = Admin ⭐
Open invoices = Admin ⭐
Supplier balances = Admin ⭐
Co-contractor fees = Admin ⭐
Invoicing detail = Admin ⭐
Open invoices by client = Admin ⭐
Fees signed = Admin ⭐
IV- FINANCE REPORTS
In Team Reports, you'll find a list of billing reports:
Here is the list of these reports with the minimum permission to access each of them:
Agency margin = Admin ⭐
Margin by project = Admin ⭐
Revenue by phase (or Billing per phase) = Admin ⭐
Time Spent - Cost = Admin ⭐
Potential production revenue (need module to be activated) = Admin ⭐
Profitability = Admin ⭐
Revenue by Project (or Billing per project) = Admin ⭐
Invoicing by client = Admin ⭐
Production revenue (or Production invoicing) = Admin ⭐
Time spent - Billable = Admin ⭐
Potential invoicing = Admin ⭐
That's it! You now know the permissions to access team reports 🎉