Setting Permissions

Manage permissions to control access to pages and features

Scheduling Permissions

Overview

Beeye's Planning section has granular permissions, allowing administrators to control exactly what users can do with scheduling features. Each permission can be set to one of four levels: None, Me, Team, or Company.

Permission Types

View Scheduling

Controls who can see scheduling information.

Create Scheduling

Controls who can create new scheduling entries.

Setting	What it allows
None	Cannot create any scheduling entries. Add > Planning link is hidden.
Me	User can create scheduling entries only for themselves. Plus button appears only on their own row.
Team	User can create scheduling entries for themselves and their team members. Plus button appears on team members' rows.
Company	User can create scheduling entries for anyone in the company. Plus button appears on all rows.

Edit Scheduling

Controls who can modify existing scheduling entries.

Setting	What it allows
None	Cannot edit any scheduling entries. All action buttons are hidden, and panels are read-only.
Me	User can edit only their own scheduling entries using the action bar buttons (Hours/day, Shift, Reassign, Copy, Workplace, Lock, Unlock).
Team	User can edit scheduling entries for themselves and their team members.
Company	User can edit scheduling entries for anyone in the company.

Delete Scheduling

Controls who can remove scheduling entries.

Setting	What it allows
None	Cannot delete any scheduling entries. Delete buttons are hidden.
Me	User can delete only their own scheduling entries. Delete button appears in action bar and schedule details panel for own entries.
Team	User can delete scheduling entries for themselves and their team members.
Company	User can delete scheduling entries for anyone in the company.

Project Permissions

Overview

Beeye's Project section has granular permissions, allowing administrators to control exactly what users can do with project management features. Each permission can be set to one of four levels: None, Me, Team, or Company.

Permission Types

View Project

Controls who can see project information.

Setting	What it allows
None	No access to Projects pages. The Projects page in the top navigation is hidden.
Me	User can only view projects where they are assigned.
Team	User can view projects where they or any team member is assigned.
Company	User can view all projects in the company.

Create Project

Controls who can create new projects.

Setting	What it allows
None	Cannot create any projects. Add > Project button is hidden.
Company	User can create new projects for the entire company. Add > Project button is visible.

Edit Project Owner

Controls who can modify the project owner field.

Setting	What it allows
None	Cannot edit project owner. The Owner field in project details is read-only.
Me	User can edit the Owner field only for projects where they are assigned.
Team	User can edit the Owner field for projects where any team member is assigned.
Company	User can edit the Owner field for all projects.

Edit Projects Client

Controls who can modify the project client field. 

Setting	What it allows
None	Cannot edit project client. The Client field in project details is read-only.
Me	User can edit the Client field only for projects where they are assigned.
Team	User can edit the Client field for projects where any team member is assigned.
Company	User can edit the Client field for all projects.

Edit Projects Dates

Controls who can modify project start and end dates.

Setting	What it allows
None	Cannot edit project dates. Start Date and End Date fields are read-only.
Me	User can edit Start Date and End Date fields only for projects where they are assigned.
Team	User can edit Start Date and End Date fields for projects where any team member is assigned.
Company	User can edit Start Date and End Date fields for all projects.

Edit Project Year-End

Controls who can modify the project fiscal year-end field.

Setting	What it allows
None	Cannot edit fiscal year-end. The Fiscal Year-End field is read-only.
Me	User can edit the Fiscal Year-End field only for projects where they are assigned.
Team	User can edit the Fiscal Year-End field for projects where any team member is assigned.
Company	User can edit the Fiscal Year-End field for all projects.

Add Project Tasks

Controls who can add tasks to projects.

Setting	What it allows
None	Cannot add tasks. The Add Task button in the project sheet is hidden.
Me	User can add tasks only to projects where they are assigned.
Team	User can add tasks to projects where any team member is assigned.
Company	User can add tasks to all projects.

Import Project Tasks

Controls who can import tasks to projects.

Setting	What it allows
None	Cannot import tasks. The Import Tasks button in Projects page and project sheet is hidden.
Me	User can import tasks only to projects where they are assigned.
Team	User can import tasks to projects where any team member is assigned.
Company	User can import tasks to all projects.

Roll Forward Project

Controls who can roll forward projects.

Setting	What it allows
None	Cannot roll forward projects. The Roll Forward button is hidden.
Me	User can roll forward only projects where they are assigned.
Team	User can roll forward projects where any team member is assigned.
Company	User can roll forward all projects.

Close Project

Controls who can close projects.

Setting	What it allows
None	Cannot close projects. The Close Project button is hidden.
Me	User can close only projects where they are assigned.
Team	User can close projects where any team member is assigned.
Company	User can close all projects.

Reopen Project

Controls who can reopen closed projects.

Setting	What it allows
None	Cannot reopen projects. The Reopen Project button is hidden.
Me	User can reopen only closed projects where they are assigned.
Team	User can reopen closed projects where any team member is assigned.
Company	User can reopen all closed projects.

Schedule Project Automatically

Controls who can use automatic scheduling features.

Setting	What it allows
None	Cannot use automatic scheduling. The Schedule button is hidden.
Me	User can schedule automatically only projects where they are assigned.
Team	User can schedule automatically projects where any team member is assigned.
Company	User can schedule automatically all projects.

Assign Project Templates

Controls who can apply templates to projects.

Setting	What it allows
None	Cannot assign templates. The Apply Template button is hidden.
Me	User can apply templates only to projects where they are assigned.
Team	User can apply templates to projects where any team member is assigned.
Company	User can apply templates to all projects.

Assign Project Resources

Controls who can assign resources to projects.

Setting	What it allows
None	Cannot assign resources. The Assign Resource button is hidden.
Me	User can assign resources only to projects where they are assigned.
Team	User can assign resources to projects where any team member is assigned.
Company	User can assign resources to all projects.

Unassign Project Resources

Controls who can remove resource assignments from projects.

Setting	What it allows
None	Cannot unassign resources. The Unassign Resource button is hidden.
Me	User can unassign resources only from projects where they are assigned.
Team	User can unassign resources from projects where any team member is assigned.
Company	User can unassign resources from all projects.

Export Project Audit Trail

Controls who can export audit trail information.

Setting	What it allows
None	Cannot export audit trail. The Export Audit Trail button in project sheet is hidden.
Me	User can export audit trail only for projects where they are assigned.
Team	User can export audit trail for projects where any team member is assigned.
Company	User can export audit trail for all projects.

Delete Project

Controls who can delete projects.

Setting	What it allows
None	Cannot delete projects. The Delete Project button is hidden.
Me	User can delete only projects where they are assigned.
Team	User can delete projects where any team member is assigned.
Company	User can delete all projects.