How to Manage Roles and Permissions

User access is role-based, determining different levels of permissions. Use the Roles Details chart and symbols outlined below to see a summary of what each role has access to, and jump to any role to see further details on what they're able to do.

Legend

Checkmark symbol (✓) - They can see the section and have full access to it, including the ability to create, edit and delete in that section
X symbol (X) - They cannot see that section, therefore they do not have any access to actions inside that section
Exclamation point symbol (!) - They can see the section but have limited access inside it - go to the specific team member role for details

Roles Details

	Owner	Supervisor	Team Manager	Team Member	External Collaborator
My workspace	✔	✔	✔	!	!
Client Management	✔	✔	!	!	!
User Management	✔	!	!	!	x
Team Management	✔	✔	!	x	x
Time Reports	✔	✔	!	!	!
Company Profile	✔	x	x	x	x
Workflow Library	✔	✔	x	x	x
Leaves	✔	✔	✔	x	x
Action Center	!	✔	✔	!	!

*If you start as a supervisor or external collaborator in one team, you have to stay in that role when you join other teams. If you want to change your role, you have to leave all teams you're on in Levvy first.

Owner

Owner creates the account through https://app.levvy.com/signup and has the highest level of access, automatically assigned to all teams. Each account can only have one owner.

My workspace	Edit tasks—including dates and assignees Be assigned as an approver
Client Management	Create, edit and archive client Add and edit workflows
User Management	Add users Edit, archive and assign users with roles below owner View and add users’ available hours, salary and benefits
Team Management	Add, edit and archive team View Clients team report
Time Reports	View time reports Edit the logged time in daily time reports for everyone
Workflow Library	View templates in Levvy Prebuilt Library Edit and publish templates in Company library Create new templates in Company Library
Leaves	View and approve leave requests from team
Action Center	View notifications, unassigned tasks, tasks pending approval, and update status

Supervisor

Supervisors have almost the same access as owners. We suggest assigning those setting up Levvy accounts as supervisors, giving them the ability to create clients and build workflow templates in the Company Library.

My workspace	Edit tasks—including dates and assignees Be assigned as an approver
Client Management	Create, edit and archive client Add and edit workflows
User Management	Add users to their team View, edit, archive and assign users in their teams with roles below owner
Team Management	Add, edit and archive team Remove users with roles below supervisor from a team View Clients team report
Time Reports	View time reports Edit the logged time in daily time reports for owners and anyone within their team.
Workflow Library	View templates in Levvy Prebuilt Library Edit and publish templates in Company library Create new templates in Company Library
Leaves	View and approve leave requests from team
Action Center	View notifications, unassigned tasks, tasks pending approval, submit leaves and update status

Team Manager

Team managers share many access and permissions with Supervisors, but they can't add clients or edit workflow templates in the Company Library.

During setup, invite team managers after the owner or supervisors create clients and workflow templates clients and workflow templates in the Company Library have been created by the owner or supervisors.

My workspace	Edit tasks—including dates and assignees Be assigned as an approver
Client Management	Edit and archive but not create client(s) Add and edit workflow
User Management	Add users to their team View users in their team with roles below supervisor Edit and assign users with roles below manager but cannot archive users
Team Management	Edit a team - but cannot add or archive team Remove users with role below manager from a team View Clients team report
Time reports	View time reports Edit the logged time in daily time reports for themselves and users with roles below them (Team member and External collaborator)
Action Center	View notifications, unassigned tasks, tasks pending approval, submit leaves and update status

Team Member

Team members can view, complete, comment and move tasks within the days specified by manager and above roles. However, they cannot edit tasks' start dates, due dates and assignees.

My Workspace	View but not edit tasks' start dates, due dates and assignees Cannot be assigned as an approver
Client Management	View client information and workflow but not add or edit
User management	View users with role below supervisor Cannot add, edit, or archive users
Time Reports	View time reports Edit the logged time in daily time reports for themselves only
Action Center	View notifications, submit leave requests, and update status

External Collaborator

External collaborators have the least access and can only view tasks assigned to them. Clients, consultants or remote data entry specialists are best assigned to the external collaborator role.

My Workspace	View tasks assigned to themselves only but cannot edit tasks' start dates, due dates and assignees Cannot be assigned as an approver
Client Management	View their own client information and workflow
Time Reports	View time reports Edit the logged time in daily time reports for themselves only
Action Center	View notifications and update status

How to Create a Levvy Account and Log In

How to Navigate Levvy's Workspace

How to Use Levvy's Prebuilt Workflows

How to Manage Client Passwords in Levvy

How to Save Documents in Levvy