Introduction
User roles in KYRO are designed to cater to the diverse responsibilities within an organization. This guide empowers Org Admins with the knowledge to assign and fine-tune these roles, ensuring that every team member has the permissions necessary to fulfill their duties effectively.
Role Requirement
Org Admin
Understanding KYRO's User Roles
KYRO offers a variety of user roles, each with its own set of permissions:
Org Admin: Granted full control over the platform, including projects, reporting, and integrations.
Project Manager: Equipped to manage projects and reports, with a subset of approval permissions.
Contributor: Has the capability to initiate projects, as well as submit reports and log time.
Timesheet Admin: Oversees project assignments and is responsible for financial reporting.
Timesheet Approver: Possesses specialized permissions solely for approving timesheet submissions.
Guest: Provided view-only access to the projects and reports they are assigned to.
Dashboard Viewer: Permitted to view dashboards but lacks editing capabilities.
Report Approver: Empowered to approve reports that are directed to them.
Editing User Roles
To adjust user roles within KYRO, follow these steps:
Log in to your KYRO account and navigate to 'Organization' from the main menu on the left-hand side.
Select 'Users' to display the directory of your organization.
Find the 'Role' column next to the user's details you intend to modify.
Use the dropdown arrow to expand the list of roles. Choose the one that aligns with the user’s responsibilities. Multiple roles can be assigned.
Conclusion
Properly assigning user roles is essential for a well-structured workflow within KYRO. It ensures that team members are allocated the correct level of access and functionality, which is vital for the smooth operation of organizational activities.