Permission settings

Only users with the App Admin role can access and manage Permission Settings in TimePlanner.

Permissions in TimePlanner determine what a user can view, edit, or manage within the app. Setting up roles and permissions ensures each user has the right level of access based on their responsibilities.

TimePlanner supports three main role-based permission types: ADMIN , VIEWER , APPROVER .

Each role type includes specific permissions that can be assigned to users or Jira groups.

How to Assign Roles

To assign roles in TimePlanner:

Navigate to :setting: Settings >
In each role section, choose to:
- Add a user
- Add a Jira group

This allows you to control who can access and manage different parts of the application.

Role and Permission Overview:

ADMIN

Admin roles provide access to manage different areas of TeamBoard TimePlanner, including:

App Admins: Have access to all features and configurations.

Users in the jira-admins or org-admin groups are automatically granted the App Admin role.

Team Admins: Manage team-related tasks, including team creation, resource planning, work logs, and team member settings.
Client Admins: Manage client portfolios and client schedules.
Billing/Cost Admins: Configure billing rates and manage cost settings.

VIEWER

Viewer roles provide access to view and manage personal data or specific sections of the app without affecting others’ data or global settings, including:

Timesheet Viewers: View and manage their own timesheets and work logs.
Schedule Viewers: View and manage their own planning, personal events, and scheduled hours in Dashboards and Reports.
Client Viewers: View client schedules and profiles (read-only access).
Billing/Cost Viewers: Access to view cost reports and billing schedules (no edit rights).

APPROVER

Approver roles provide access to review and take action on requests, including:

Leave Approvers: Approve or reject leave requests.
Timesheet Approvers: Approve or reject timesheet submissions.

Group	Roles	Description	Permission to view tab	Who should have this role
Admin	App admins	Users in this role have full permission to access all data ( create/update/delete) and also change configurations in TeamBoard TimePlanner. Default `jira-admin` `org-admin`	Users can access all tabs and view all user's data.	Organization admin and Jira admin who want to manage TeamBoard TimePlanner for their company
	Team admins	Users in this role have permission to: Create/delete teams, add/remove members in a team, set team leader, manage team permission and browse team. Manage resource planning in teams ( Create/Update/Delete Task) Manage work log of other members ( logging time for other members and submitting timesheets on their behalf) Access team data or individual data who are in teams Manage team profiles Manage Team Permission NOTE: Team admin should be granted VIEW TIMESHEET and VIEW SCHEDULE permission	Users can access all tabs and view Team members data but except Timesheet Approval, Leave Approval, Client and Cost tab.	HR managers, Team Managers, Team Leaders to want to manage teams within their organization
	Client admins	Users in this role have permission to: Create and manage client portfolios Select clients relating to a task when doing resource planning NOTE: Client admin should be granted VIEW TIMESHEET and VIEW SCHEDULE permission Further permissions can be granted in Team Permission	User can access all tabs but except Timesheet approval, Leave Approval, and Cost tab	Business Analyst managers,Product Owners, Product Managers.
	Billing/Cost admins	User in this role have permission to: Manage Rate & Cost configuration Create a billable task when doing resource planning Access scheduled cost and actual cost data in Cost report NOTE: Billing/Cost admin should be granted VIEW TIMESHEET, and VIEW SCHEDULE permission Further permissions can be granted inTeam Permission	User can access all tabs but except Timesheet approval, Leave Approval, and Client tab.	Financial Manager, Chief Financial Officer, Product Managers
Viewer	Timesheet viewers	Users in this role have permission to: Create, update, and delete their work logs. Submit personal timesheets to the approver. Access personal logged hours data in Dashboard and Report. NOTE: Further permissions can be granted in Team Permission Default `jira-users`	User can access all tabs but except Timesheet approval, Leave Approval, and Cost tab.	All users who using TeamBoard TimePlanner to manage work logs.
	Scheduler viewers	Users in this role have permission to: Create, update, and delete their personal planning. Create personal events in TeamBoard. Access personal scheduled hours data in Dash board and Report. NOTE: Further permissions can be granted in Team Permission Default `jira-users`	Can view all tabs but except Timesheet Approval, Leave approval, Client and Cost tab	All users who using TeamBoard TimePlanner to manage tasks.
	Client viewers	Users in this role have permission to: View Client's portfolios but can not edit any information. View client names relating to a task when open task planning detail NOTE Client viewers should be granted VIEW TIMESHEET , and VIEW SCHEDULE permission	User can access all tabs but except Timesheet approval, Leave Approval, and Cost tab.
	Billing/Cost viewers	Users in this role have permission to: View the `Rate type` and `Rate` in planning detail but they can not edit any information View scheduled cost and actual cost data in Cost report NOTE Billing viewer should be granted VIEW TIMESHEET , and VIEW SCHEDULE permission	Users can access all tabs but except Timesheet Approval, Leave Approval, and Client tab.
Approver	Leave approvers	Users in this role have permission to: Approve or reject the leave requests raised by users	Users can access all tabs but except the Timesheet Approval, Client, and Cost tab.	HR department, team leaders.
Approver	Timesheet approvers	Users in this role have permission to: Approve or reject the timesheet submitted by users NOTE Timesheet approver should be granted VIEW TIMESHEET , and VIEW SCHEDULE permission Further permissions can be granted in Team Permission	Users can access all tabs but except the Leave Approval, Client, and Cost tab.	Team leaders, Project Leaders, Project Managers

Team permission:

Manage work log
Manage schedule
Manage team