User Permissions
Last updated
Last updated
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.
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 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 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.
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.
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.
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.
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.
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.
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.
| 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. |
