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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).

User Types and Permissions in a Project

In a project, permission for users are divided into 3:
  • Project admins
  • The project members
  • Non-project members
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.

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 for Clients and Deals Pages

To edit permissions for Clients and Deals Pages, use the Edit User Permissions field on those pages.
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 Clients and Deals pages.
User Permissions

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

Action
Exceptions
Project Admin
Permitted at the Project
Account Manager
User Permissions
Activities on the task
X
X
X
-
-
Activities on a member in the project
-
X
-
-
-
Delete and archieve project
-
X
-
-
-
Changing states name
-
X
-
-
-
Adding new fields for tasks in the project
-
X
-
-
-
Tags in the project
-
X
-
-
-
Changing Gantt Chart
-
X
X
-
-
Changing Timeline Chart
-
X
X
-
-
Changing Project Calendar
-
X
X
-
-
Getting Report
-
X
X
-
-
Google Drive İntegration
X
X
X
-
-
Google Calendar integration
X
X
X
-
-
Slack integration
-
X
-
-
-
Editing user permissions on the client and deals page
-
-
-
X
X
All activities on the clients page
-
-
-
X
X
All activities on the deals page
-
-
-
X
X
Workflow operations
X
-
-
-
-
Adding time-offs
-
-
-
X
-
Editing and deleting a form
X
-
-
X
-
Managing members in the organization
-
-
-
X
-
Managing the organization settings
-
-
-
X
-
Subscription and payment
-
-
-
X
-
Last modified 22d ago