Project management permissions control who can create, edit, and manage projects in Factorial. These permissions define which users can access project information, manage tasks, and oversee project progress, helping ensure responsibilities are clearly assigned.
By setting the right permissions, you can protect project data, avoid unauthorized changes, and make sure that project management activities are handled by the appropriate roles, such as project managers, team leads, or administrators, while keeping collaboration efficient and structured.
Employees must be assigned to the corresponding permissions group for eNPS permissions to apply.
How to set up your project management permissions
- In your sidebar, go to Settings
- Click on Permissions
- Select the project management section
- Enable or disable permissions
- Click on Save changes
Some permissions let you choose the specific scope of a permission in Factorial: deciding who a user is allowed to perform a certain action on.
- For themselves: Only on their own profile/data.
- For direct and indirect reportees: On employees who report to them, directly or through a hierarchy.
- For people on teams they lead: Only on members of teams they manage.
- For people in their legal entity: Anyone in their department, branch, or company entity.
- For the whole company: Across all employees in the organisation.
Project management permissions
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Create project
This permission allows the employees inside the specific group of permissions to create new projects or duplicate existing ones within Factorial.Learn how to create projects here.
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Delete project
This permission allows the employees inside the specific group of permissions to delete projects within Factorial.
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Manage project invoices
This permission allows the employees inside the specific group of permissions to manage project invoices, including checking whether project owners are allowed to handle invoices.Learn how to create and manage invoices from Projects here.
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See projects aggregate costs
This permission allows the employees inside the specific group of permissions to view aggregated project costs and financial details, including controlling whether project owners can access this information.
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See projects labor costs
This permission allows the employees inside the specific group of permissions to view project labor costs, including employee cost-per-hour information, and control whether project owners can access this data.Learn how to see Costs in Projects here.
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Add, edit, or delete projects in "Clock-in"
This permission allows the employees inside the specific group of permissions to add, edit, or delete projects from the Clock-in section.The user must have see time tracking sheet and See projects permission enabled.
You can choose the scope of this permission.
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Read favorite project
This permission allows the employees inside the specific group of permissions to view their favorite projects.The user must have permission to See projects.
You can choose the scope of this permission.
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Register projects flexible time in “My projects”
This permission allows the employees inside the specific group of permissions to register flexible time for projects in the “My projects” section.The user must have permission to See projects.
You can choose the scope of this permission.
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See projects
This permission allows the employees inside the specific group of permissions to view projects within Factorial.You can choose the scope of this permission.