Permissions allow you to control who has access to view and edit data in Planbase.
There are four types of permissions within Planbase:
End User: users can only see their own schedule and profile details. They can add and edit their own availability and leave requests.
Manager: users have access to view and edit, schedules, leave requests and availability.
View Only: users have access to view data in the product but cannot edit any data.
Admin: users can see and edit all data within the product
📣 Customers on the Enterprise or Scale Plan can customize their permissions to suit their business
The below table is a summary of the main differences between the permission levels:
| Admin | View Only | Manager | End User |
View timesheets | ✅ | ✅ | ❌ | ✅ |
View schedules | ✅ | ✅ | ✅ | ✅ |
Edit settings | ✅ | ❌ | ❌ | ❌ |
Create API tokens | ✅ | ❌ | ❌ | ❌ |
Add forecast adjustments | ✅ | ❌ | ❌ | ❌ |
Assign user permissions | ✅ | ❌ | ❌ | ❌ |
Edit schedule | ✅ | ❌ | ✅ | ❌ |
Approve leave | ✅ | ❌ | ✅ | ❌ |
Approve timesheets | ✅ | ❌ | ✅ | ❌ |
How to update permissions
Go to the People page > select a user then scroll to Permission Level.
Here administrators can update the permission of a user.
