User Permissions

Permissions

In Cubicl, permissions can be arranged for the content (tasks, gantt, calendar, and so on) and the user (account manager, project admin, and so on).

You can view the actions and their permission levels here.

User Types and Permissions in a Project

In a project, permission for users are divided into 4:

• Project admins

• The project members

• Non-project members

• User-based

Permission levels are classified as None, View, Create, Edit, and Delete. For example, users with the edit permission can view, create, and edit content. Different pages may have different permission levels.

Project Permissions

Project Admins

Project admins have all the authority within the project. They can view, create, edit, and delete content.

Since project are in a hierarchical structure, a project admin has authority in all sub-projects of the main project.

Only a project admin can add other users as admins to that project.

Project Members

Project members are users who have been added to the relevant project as a member. By default, they have permission to view and contribute content. You can change permissions for each page in the project later.

Non-Project Members

These are people who are users in the organization but are not members of the relevant project. By default, they have permission to view the contents. Therefore, if you do not want non-project members to see the content, you should change the permissions to None later. You can change permissions for each page in the project.

User-Based

You can set different permission levels for users in your projects. You need to select a user in the project permissions field to set permissions for that user. You can set user-based permissions to increase or decrease their permission levels.

If permissions are not set for a user, project permissions set for "Members" or "Non-Project Members" are used.

Exceptions

Some users may have some exceptions depending on the situation. Even if a user does not have permission in a project:

• She can see the tasks assigned to her or created by her, post in these tasks, update the state and progress of the task, upload files.

• She can archive, edit, and delete tasks created by herself.

• She can delete activity posts created by herself.

User Permissions

You can set user permissions for all pages separately in Cubicl. You can make different authorizations for the Clients, Bookkeeping, Deals, Email Boxes, Forms, Workflows, Client Portal, Time Offs and Workflows pages. On these pages, permissions can be set for all users or specifically for each user.

To set up the same level of permission for all users, use the Default Permission field. But if you add different level permission to each member, use User Permissions.

Account managers have full authority- which is the manage level- on the all pages.

User Permissions

You can click the User Permissions button and edit the default and user-based permission levels, and then save them. The permission levels you save will only apply to that page.

Account Manager

The account manager is the person who created the Cubicl account or is authorized by the person who created the account. The account manager has the authority to add and remove users to the organization, to make other users an account manager or remove them, to edit the details of the organization, and to manage subscription and payment.

The account manager and the project admin are not the same roles. A user can have both of these roles, or only one, or neither.

Account Manager

Permission Table

PROJECT PAGE	PERMISSIONS
TASKS PAGE
Creating a new Task	Create and Contribute
Copying a Task	Create and Contribute
Archiving Task	Create and Contribute
Removing a Task from Archive	Create and Contribute
Exporting Task to Google Calendar	Create and Contribute
Changing the State of a Task	Create and Contribute
Deleting Task	Create, Edit and Delete
Moving a Task to Another Project	Create and Edit
Switching Task View Between Kanban and List	View
Changing Task Order by Priority and Due Date	View
Displaying Images on Tasks	View
Viewing Tasks by Assignee	View
Viewing Archived Tasks	View
TASK FORM
Editing a Post Created by Someone Else (Task Name, Assignee, Date, Client, etc.)	Create and Edit
Adding a Workflow to a Task Someone Else Created	Create and Edit
Making a Task Created by Someone Else a Private Task	Create and Edit
Attaching Files to a Task Someone Else Created	Create and Contribute
Creating a Post to a Task Someone Else Created	Create and Contribute
Complete Substeps of a Task Someone Else Created	Create and Contribute
Adding a Subtask to a Task Someone Else Created	Create and Contribute
Sharing Task Someone Else Created with a Client	Create and Contribute
Adding a Form to a Task Created by Someone Else	Create and Contribute
Exporting a Task Created by Someone Else	Create and Contribute
Follow a Task Created by Someone Else	View
Tracking Time on a Task Someone Else Created	View
Deleting Someone Else's Activity Logs	Create, Edit and Delete
Deleting Files Uploaded by Someone Else	Create, Edit and Delete
FILES PAGE
Viewing Files	View
Viewing the Total Size of Files	View
File Download	View
File Upload	Create and Edit
Creating Folders	Create and Edit
Rename All Files	Create and Edit
Moving File to Another Folder	Create and Edit
Deleting Files	Create, Edit and Delete
Deleting Folders	Create, Edit and Delete
GANTT CHART
Viewing the Gantt Chart	View
All Changes on the Gantt Chart	Create and Edit
TIMELINE CHART
Viewing the Timeline Chart	Everbody
PROJECT CALENDAR
Viewing the Project Calendar	Everbody
REPORTS
Viewing Reports	View
SETTINGS PAGE
Viewing Project Admins and Members	Everybody
Adding and Removing Members from the Project	Project Admins
Making a Member a Project Admin or Making a Project Admin a Member	Project Admins
Changing the Project Name	Project Admins
Editing Project Permissions	Project Admins
Selecting Project Pages	Project Admins
Editing Task Stages	Project Admins
Creating Additional Task Form Fields	Project Admins
Adding the Estimated Duration Field to the Task Form	Project Admins
Enabling the Automatically Adding Working Hours on Task Forms Setting	Project Admins
Integrating the Project with Slack	Project Admins
Viewing Deleted Tasks in a Project	Project Admins
Exporting Project Tasks	Project Admins
Archiving a Project	Project Admins
Deleting Project	Project Admins
Creating, Editing, and Deleting Tags	Project Admins

NOTES:
In projects, the permission levels are "None, View, Create and Contribute, Create and Edit with Create, Edit and Delete" for project members, non-members and users individually.
These are the minimum required permission levels for the actions mentioned above.
Exceptions:
1. Even if users do not have required permission level in the relevant project, they can see tasks assigned to them, create posts in these tasks, update the states and progress of the task and upload files. They can archive, edit and delete tasks created by them and they can delete their posts under tasks.
2. The Project Admin has all the permission on projects they are admin.
3. If a Project is created as a Private Project, Non-Project Members will not be able to access any data. They can't even see the project name in the project list.

CLIENTS, DEAL AND BOOKKEEPING	PERMISSIONS
CLIENTS
Viewing Client Details	View
Viewing Activities on Clients	View
Inviting the Client to the Client Portal	Create and Edit
Uploading File to Client	Create and Edit
Adding Client	Create and Edit
Editing Client Information	Create and Edit
Importing Clients	Create and Edit
Adding a New Field to a Client	Create and Edit
Adding a Note to the Client	Create and Edit
Adding a New Task to a Client	Create and Edit
Adding a Portal Client Manager to a Client	Create and Edit
Deleting Client	Create, Edit and Delete
Editing User Permissions	Manage
Downloading/ Exporting Client List	Manage
DEALS
Viewing Deals	View
Viewing the Deals Archive	View
Creating a Deal	Create and Edit
Changing the State of the Deal	Create and Edit
Archiving Deals	Create and Edit
Convert a Deal to Order	Create and Edit
Deleting Deal	Create, Edit and Delete
Changing Stage Settings	Manage
Editing User Permissions	Manage
BOOKKEEPING
Viewing Bookkeeping	View
Creating Bookkeeping	Create and Edit
Editing Bookkeeping	Create and Edit
Adding and Deleting Payments	Create and Edit
Deleting Bookkeeping Entries	Create, Edit and Delete

NOTES:
The permission levels on these pages are "None; View; Create and Contribute; Create, Edit and Delete; and Manage."
These are the minimum required permission levels for the actions mentioned above.

OTHER PAGES	PERMISSIONS
ORGANITAZION
Adding and Removing Members	Account Manager
Making a User Account Manager	Account Manager
Buy or Cancel Subscription	Account Manager
FORMS
Creating a Form	Create and Edit
Deleting a Form	Create, Edit and Delete	Owner
WORKFLOWS
Creating a Workflow	Create and Edit
Deleting a Workflow	Create, Edit and Delete
PROJECTS
Creating a New Project	Everybody	Must have Project Admin authority on at least one project.
Editing Project Settings	Admin
Adding and Removing Members from the Project	Admin
Making a User Project Admin	Admin
Deleting a Project	Admin
TIME OFFS
Adding Time Offs	Create and Edit
Deleting Time Offs	Create, Edit and Delete
CLIENT PORTAL
Inviting a Client to the Client Portal	Create and Edit	This permission is granted on the Clients page.
Updating the Client in the Table	Create and Edit	This permission is granted on the Clients page.
Assigning a Client Manager to the Client in the Table	Create and Edit	This permission is granted on the Clients page.
Deleting a Client in a Table	Create, Edit and Delete	This permission is granted on the Clients page.
Logo Change	Account Manager
Creating, Updating and Deleting Support Topics	Account Manager
Updating Support Page Information	Account Manager
Assigning General Client Managers	Account Manager
Announcements > Creating a New Announcement	Account Manager
INTEGRATIONS
Linking an Email Account to an Email Box	Everybody	The user's actions do not affect others' integrations.
Linking Individual Email Boxes	Everybody	The user's actions do not affect others' integrations.
Google Drive Integration	Everybody	The user's actions do not affect others' integrations.
Google Calendar Integration	Everybody	The user's actions do not affect others' integrations.
Slack Integration	Admin
Webhook	Everybody	The user's actions do not affect others' integrations.
API	Everybody	The user's actions do not affect others' integrations.