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 group member role for details

Roles Details

	Owner and Admin	Supervisor	Group Manager	Group Member	External Collaborator
My workspace	✔	✔	✔	!	!
Client Management	✔	✔	!	!	!
User Management	✔	!	!	!	x
Group Management	✔	✔	!	x	x
Time Reports	✔	✔	!	!	!
Invoices	✔	✔	x	x	x
Analytics	✔	x	x	x	x
Integrations	✔	!	!	!	!
Company Profile	✔	x	x	x	x
Workflow Library	✔	✔	x	x	x
Leaves	✔	✔	✔	x	x
Action Center	!	✔	✔	!	!

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
Group Management	Add, edit and archive group View Clients group 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
Action Center	View notifications, unassigned tasks, tasks pending approval, and update status

Admin

Admin has the same access as the owner. Admin is automatically added to newly created or existing groups in the firm with the admin role.

We suggest assigning those setting up Levvy accounts as admins, giving them to add users’ available hours and salary to calculate cost/hr, integrate with QuickBooks/Xero as well as build workflow templates in the Company LIbrary

Supervisor

Supervisor only has access to groups they are added to by the owner and admin. Supervisor will have the supervisor role in the groups they are added to.

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 group View, edit, archive and assign users in their groups with roles below owner
Group Management	Add, edit and archive group Remove users with roles below supervisor from a group View Clients group report
Time Reports	View time reports Edit the logged time in daily time reports for owners and anyone within their group.
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 group
Action Center	View notifications, unassigned tasks, tasks pending approval, submit leaves and update status

Group Manager

Group 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 group 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 group View users in their group with roles below supervisor Edit and assign users with roles below supervisor but cannot archive users
Group Management	Edit a group - but cannot add or archive group Remove users with role below supervisor from a group View Clients group report
Time reports	View time reports Edit the logged time in daily time reports for themselves and users with roles below them (Group member and External collaborator)
Action Center	View notifications, unassigned tasks, tasks pending approval, submit leaves and update status

Group Member

Group 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