What permission do I need to access team reports?

Set permissions to manage access to team reports for you and your collaborators.

SUMMARY

I- MANAGE TEAM PERMISSIONS

II- MANAGEMENT REPORTS

III- INVOICING REPORTS

IV- FINANCE REPORTS

 

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 🎉