By default Silverbucket supports the user rights specified in this document. The default user rights can be used out-of-the-box and therefore assistance from Silverbucket is not usually needed. Admins can change the user rights of others in two ways: from the person's dashboard or from the admin page.
Change user rights at the person's dashboard
Admins can change people's user rights at the person's dashboard.
Change user rights at the admin page
Admins can change people's user rights at the admin page. Admin page can be accessed from the top navigation bar by clicking the ellipsis icon and then selecting Admin from the menu.
Administrator (admin) is the only user having access to the admin section of Silverbucket. From the admin section the following concepts are modifiable (users, roles, absences, organization, project tags, skills, usergroups, authorization groups and workdays). Admins can give the right to create new users and set them with user rights. This also means that only admins can create new admins within Silverbucket.
Full access rights
Full access rights can also be given to a user only by an admin. A user with full access rights has access to all other features in the system excluding the admin section and some import functions. Full access rights gives the user also the possibility to allocate any project in the system. User with these rights is also able to allocate anyone (own people and external people) in the system to any project without restrictions. A person with full access rights is also able to create new projects and set other persons as project managers. Full access rights are recommended for example to resource managers, line managers and such.
Base user is the default set of rights given to a new user at user creation. Base user is able to access her own dashboard, hour tracking (hoursheet) and reports concerning only her own information.
Note: By appointing a simple base user as a project manager in a certain project, the appointed base users gets the project manager rights automatically and immediately.
A project manager for a certain project is set dynamically when someone is appointed as a project manager to that particular project. The appointment is done at the project creation or edition by setting the Project manager field. Note: this is not the same thing as adding someone to a project team with the role of “project manager”. Project manager has the rights to allocate her own project with different people or roles. Project manager can not allocate other projects than her own - and the moment the project manager is changed for a certain project, the right ceases to exist for the previous project manager. Project manager is also only able to see her own projects in the project list and by default the project manager is not able to create new projects.
Option: Project manager’s rights can also be narrowed so that she is only able to allocate roles (without actual names) to her projects. In case of this need, please contact email@example.com
Other user information
In addition to user right types (explained above), it is useful to understand also the concept of user types in Silverbucket. With user types you can give important attributes for resources. Own are the resources regarded as the organization's own personnel whose capacity and workloads are managed with Silverbucket. Other user types are explained below.
Viewer is a special person in the system. This attribute can be set up by an admin from the admin section (admin -> users -> edit) or at the person's dashboard. Viewer attribute is not affecting any rights the person might have but setting someone as a viewer removes her from all the visible lists in the system. This is handy when someone wants to be able to log in to the system and view information but does not want to be part of the organisation’s resourcing capacity.
Just as viewers, external attribute is not affecting the actual rights the person might have in the system. External is used for subcontractors and other people who are not part of the organisation as employees. This information can be used for example when filtering people and calculating some of the project costs.
Future Talent is another descriptive attribute for a resource. This tag is used when a recruitment decision has been made and there is a need to make resource allocations for the prospective employee. With Future Talent, it is possible to better manage future capacity and make resource allocations before the new employee has arrived. After recruitment and onboarding, the Future Talent needs to be changed to Own, External or Stealth in Silverbucket.
Do you have questions?
Silverbucket support will help you with any questions or comments which might arise regarding the user rights - or otherwise. Please contact firstname.lastname@example.org for your assistance needs.