Roles & Permissions

Overview

SimplyManage uses role-based access control (RBAC) to manage what users can see and do. Understanding permissions helps you configure appropriate access for your team.

System Roles

Every user has one of three system roles that determine their base permissions:

User Role

Standard team members with basic access:

• Track time to assigned projects
• View and edit own time entries
• Submit timesheets for approval
• View own reports and analytics
• Access assigned tasks
• Update own profile

Manager Role

Team leads and supervisors with expanded access:

• All User permissions
• View team members' time entries
• Approve or reject timesheets
• Create and manage projects
• Create and assign tasks
• View team utilization
• Generate team reports
• Manage project budgets

Admin Role

Organization administrators with full access:

• All Manager permissions
• Manage organization settings
• Add and remove users
• Assign user roles
• Manage clients and billing
• Configure integrations
• View all organization data
• Access forecasting tools

Permission Matrix

Project-Level Permissions

Beyond system roles, users have project-specific permissions based on their project role:

Changing User Roles

To change a user's system role:

1. Navigate to Team → Team Members
2. Click on the user to open their profile
3. Click Edit
4. Select the new Role
5. Click Save Changes

Best Practices

• Principle of least privilege - Give users only the access they need
• Regular audits - Review roles periodically
• Document policies - Define when each role is appropriate
• Backup admins - Ensure multiple admins exist

Related Topics

• Team Members
• Admin: Roles & Permissions
• Creating Projects