Fresh Projects

00:00: This article explains how to manage employee permissions within Fresh Projects.

00:06: To get started, click "Settings" to open the project configuration options.

00:12: Click "Permissions" to view and manage employee permission groups.

00:17: Click "Create group" to start defining a new permission group.

00:22: Assign a name to the new permission group.

00:27: Set the base security level.

00:30: Choose whether users in this group are able to capture time and expenses for all

00:34: projects,

00:35: or if they should be limited only to projects within a specific tracking category.

00:41: Choose whether users in this group are able to view all projects or if they should be

00:45: limited only to projects within a specific tracking category.

00:50: Set whether users in this group are able to capture time and expenses for themselves

00:55: only,

00:55: or if they should be allowed to capture time and expenses on behalf of other users.

01:01: Set the additional access permissions by selecting the checkbox for any items users

01:06: in this group should have access to.

01:10: Click on the question mark beside any permission for more details on what access

01:14: this controls.

01:16: To add employees to a permission group,

01:18: click the "plus" icon below the group name.

01:23: Start typing the name of the employee you would like to add to the permission group.

01:28: Choose the new permission group from the drop-down to assign the selected user to

01:32: this group.

01:34: click save groups to confirm employee assignments to permission groups

01:40: If you need to see which permission group a specific employee is assigned to,

01:44: select "Search for Employee."

01:47: Click "Save" to finalise all permission configurations and changes.

01:53: This article has guided you through managing employee permissions in Fresh Projects,

01:57: including creating groups,

01:59: assigning employees,

02:00: and configuring roles to control access effectively.