Learning Track
This Help Article appears in the System Administration in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
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Set permission levels for people
Applies to
Resource Management
This Help Article Appears in the Following Learning Tracks
Capabilities
Who can use this capability
You must be an Administrator to set permission levels for people.
Resource Management has seven different permission levels. Only Resourcing Administrators can set permission levels for people. By default, new people have Portfolio Viewer permission levels.
Change permission levels
- Log into rm.smartsheet.com.
- On the top right, select Settings > Account Settings.
- Select People from the left menu options.
- Select the role column and then, from the dropdown, select a new role for the person.
- Select Save.
Resource management roles
Resourcing Administrator
People with Resourcing Administrator level (previously named Administrator) access can change company account settings, alter schedules, adjust bill rates, add/remove people and projects, reset passwords, and confirm others' time.
Portfolio Editor
People at the Portfolio Editor level (previously named Project Manager) can create new projects or modify any existing project in the system. They can also adjust schedules for any project and allocate anyone to different projects.
People Scheduler
The People Scheduler permission level (previously named Scheduler) is meant for people who make day-to-day changes to the Schedule but should not have access to the project's settings. They have all the permissions of the Portfolio Editor, except the ability to create/edit projects, add/invite people, edit account settings, edit people's profiles, and confirm others' time.
Portfolio Reporter
The Portfolio Reporter permission level (previously named Team Member) allows the person to see information on all projects and people within the organization, including budgets and other financial details. However, Portfolio Reporters cannot edit projects or assignments.
Portfolio Viewer
People with the Portfolio Viewer permission level (previously named Restricted Team Member) have the same access as Portfolio Reporters, except that they cannot see any financial details and Analytics.
Project Editor
People with the Project Editor permission level can create and manage projects but cannot access or modify the sensitive details of projects owned by others. They can assign people to their projects but cannot edit the assignments on projects owned by others. When assigned to someone else's project, Project Editors have the same access to that project as a Portfolio Viewer.
Contractor
These people can only view their page for time tracking and their projects. Contractors can account for time only on projects that they've been assigned to by a Resourcing Administrator or Portfolio Editor.
Permission levels and capabilities
The following table lists which capabilities each permission type allows a person to access.
|
Resourcing Administrator |
Portfolio Editor |
People Scheduler |
Portfolio Reporter |
Portfolio Viewer |
Project Editor |
Contractor |
|
|
Edit account settings |
Yes |
No |
No |
No |
No |
No |
No |
|
Add and invite users |
Yes |
No |
No |
No |
No |
No |
No |
|
Create new projects |
Yes |
Yes |
No |
No |
No |
Yes** |
No |
|
Approve time and expenses |
Yes |
Yes |
Yes* |
Yes* |
Yes* |
Yes* |
Yes* |
|
Edit projects |
Yes |
Yes |
No |
No |
No |
Yes** |
No |
|
Create assignments |
Yes |
Yes |
Yes |
No |
No |
Yes** |
No |
|
Edit schedule |
Yes |
Yes |
Yes |
No |
No |
Yes** |
No |
|
Analytics and reports |
Yes |
Yes |
Yes |
Yes |
No |
Yes** |
No |
|
See financials |
Yes |
Yes |
Yes |
Yes |
No |
Yes** |
No |
|
View all projects |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
No |
|
View schedule |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
|
View assigned projects |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Track time |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Enter expenses |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Add tasks |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Update status |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
*When mapped as another person's approver
**Only projects owned by the person