User Permissions

Account Manager

In Cubicl, an organization account is created by a person. The person who creates the account and starts the trial becomes the First Account Manager. The first Account Manager has the following permissions:

Add or remove members from the organization
Grant or remove Account Manager permissions for other members
Manage subscription and payment operations
Manage pages such as clients, deals, and bookkeeping
Create projects and add members to projects

People added by the first account manager as account managers also have the same permissions, except for "Manage pages such as clients, deals, and bookkeeping".

Every organization must have at least one Account Manager. If the first Account Manager grants another member the Account Manager role, the first Account Manager can then be removed from the organization. In this case, the Account Manager permissions transfers to the member who was granted the role.

Account Managers can perform the necessary actions from the Organization page.

Organization Members / Users

People who are invited to the organization by an Account Manager and create a user account—but are not granted Account Manager permissions—are defined as “users.”

A person cannot access projects, tasks, messages, or any other content within Cubicl unless they are invited to the organization. In other words, they cannot sign in to the organization’s Cubicl account.

Account manager and user permissions can be viewed on the Organization page.

Project Permissions

Project permissions can be configured while creating a project or afterward through Settings > Members.

Permissions can be assigned for:

Project admins
Project members
Non-members
And individually per user

Permission levels are structured progressively as None, View, Create, Edit, and Delete. For example, a user with Edit permission can view, create, and edit content.

Project Admins

Project Admins have full authority within a project. They can:

Add or remove project members
Grant or revoke project admin permissions
View, create, edit, and delete all project content

Since projects follow a hierarchical structure, a project admin also has manager permissions for all subprojects linked to that project. For example, if a person is an admin in a parent project, they can access, view, or edit subprojects unless those subprojects are marked as private.

Project Admin vs. Account Manager

The Account Manager and Project Admin roles are completely independent from each other. This means a user may:

Be both an Account Manager and a Project Admin,
Be only one of them, or
Have neither role and simply remain a regular user.

These roles do not interfere with each other; each provides its own permissions within its own scope.

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.

Page 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.

The first account manager in the organization has full permissions. Other account managers will have the Default permission level unless a different setting is selected.

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.

Permission List

To perform these actions, users must have the following minimum permissions:

PROJECT PAGE

MINIMUM PERMISSION LEVEL

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.

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

MINIMUM PERMISSION LEVEL

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

MINIMUM PERMISSION LEVEL

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