Role Types

Created by Privv Support, Modified on Thu, 26 Sep, 2024 at 10:36 AM by Privv Support

PRIVV users within your company are assigned different roles with varying permissions. These roles include System Manager, System Admin, Project Manager, Project Admin, and _. Click here to read more about how to set up users as part of setting up PRIVV.

System Manager and System Admin

Users who will oversee your company’s PRIVV and users within it are given one of two System user designations. Below are the different permissions for either the System Manager or System Admin roles.

Task	System Manager	System Admin
Invite users to Our Team	✖	✅
Manage Clients	✅	✅
Manage Vendors	✅	✅
Create/Edit Projects	✅	✅
Edit Configuration Settings	✖	✅
View Configuration Settings	✖	✅
Create/Edit System Cause of Costs	✖	✅
View System Cause of Costs	✖	✅
Create/Edit Industry Indicators	✅	✅
Create/Edit Master Lists	✖	✅
View Master Lists	✅	✅
Create/Edit Templates	✖	✅
View Templates	✅	✅
Vendor Approval	✖	✅
Add/Edit/Delete Team	✖	✅

Project Manager and Project Admin

Users who will be using PRIVV to oversee projects and do not need to manage the overall PRIVV system for the company are given one of two Project user designations. Below are the different permissions for either the Project Manager role or Project Admin role.

Module	Task	Project Manager	Project Admin
General	Override Approval	✖	✅
Configuration	Create / Edit Project Settings	✖	✅
Configuration	View Project Settings	✅	✅
Configuration	Create / Edit Cause of Costs	✅	✅
Configuration	View Cause of Costs	✅	✅
Configuration	Create / Edit Workflows	✅	✅
Configuration	View Workflows	✅	✅
Schedule	Create Approval Workflow	✅	✅
Budgets	Create Adjustment	✖	✅
Budgets	Create Approval Workflow	✅	✅
People	Edit/Set Permissions	✖	✅
People	Add New	✅	✅
Billing	Create Approval Workflow	✅	✅
Billing	Mark as Funded	✅	✅
Billing	Override Approval	✖	✅
Billing	Unlock Pending Pay App	✖	✅
Billing	Review/Edit Vendor Submitted Invoices	✅	✅
Billing	Remove Invoices from Pay app	✖	✅
Billing	Cancel Vendors on Payapp Invite	✅	✅
Meetings	All actions	✅	✅
Tasks	All Misc Task actions	✅	✅