For security and privacy reasons, there are 3 types of users in Paymo.

1. Admin - has access to and can control all the company-wide data, such as:

  • Financial information: accounting; project and task billing rates, hourly budgets, and costs; unbilled AR
  • Client data
  • Company settings
  • Time entries
  • Time reports
  • Bookings (Team Scheduling)
  • Leave Days

2. Project manager - by default, they can:

  • Manage the entire project they've been assigned to
  • Add, manage, and view time entries for the project teamĀ 
  • Add, manage, and view time reports for the project team
  • Add, manage, and view bookings for the project team
  • View leave days for the project team

NOTE: They cannot add projects, nor see the project billing rates, hourly budgets, and costs unless given these extra priviliges.

3. Regular user - is limited to the tasks they've been assigned to. That's why they can only:

  • Add tasks for themselves
  • Add and view discussions at a project level (under Discussions)
  • Add and view files at a project level (under Files)
  • Add, manage, and view time entries for themselves
  • Add, manage, and view time reports for themselves
  • View (but not add, nor manage) bookings for thesmelves
  • View their own leave days

NOTE: They cannot add projects, nor manage invoices, estimates, or expenses unless given these extra priviliges.

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