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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).
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 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

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
Everbody
Deleting a Form
Account Manager
Owner
WORKFLOWS
Creating a Workflow
Everybody
Deleting a Workflow
Account Manager
PROJECTS
Creating a New Project
Everybody
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
Account Manager
Deleting Time Offs
Account Manager
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.