How do I modify user privileges?
Learn about user privileges in Paymo.
Admin: you need to go to Users (left menu) → select a user → Edit user (gear icon on top) and check the Has admin privileges option.
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Project manager: you need to go to Users → select a user → Projects tab → Assign projects, then select the desired projects and check the option to set the user as project manager.
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If you click on Edit user, you are able to give the project manager more privileges like adding projects, invoices, estimates, and expenses.
Regular user: you need to go to Users → select a user → Edit user and allow them to add projects or to manage expenses, estimates and invoices.
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If the user creates a project, they will be able to manage that project, including assigning users, checking their timesheets, setting the billing rates, etc.
NOTE: Project managers/regular users with the Can manage invoices right will be able to see the billing rates and invoice unbilled AR of the project.
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