Team management

Subscribing to the "Startup" plan or above will grant you access to team management. Let's explore it here, so you can unlock Keikakus full potential!

Working with users

Selecting "Users" in the admin panel navigation will take you to the user management where you may create, update or even delete users.

Deletion restrictions

Users that are an owner of one or more orders cannot be deleted.

During the creation you will need to pick a group for the new user:

Participant: these users gain access to your Keikaku account but they won't be able to do or see anything. You will need to assign them to a project and/or give them a global role.
Admin: admin users automatically inherit all global roles and will be able to access the admin panel of your account, which enables them to manage clients, projects and users.
Owner: only the user that created the Keikaku account can belong to this group. The owner can access the "Settings" section of the admin panel and alter the global configuration or adjust the billing details for the Keikaku account.

On top of picking a group you may also assign global roles to a user. They are explained below.

Assigning users to a project

When editing a project from the admin panel you will see a new "Members" tab. Here you may attach users to the project to give them access or detach them later.

When attaching a user to a project you need to pick a project role. They are explained below.

Handling order owners

When you want to detach a user that owns orders in the chosen project, you will need to pick a replacement user that is already a member of that project.

The replacement user needs to have a project role other than "Watcher". You also cannot change the project role for a member that owns some orders to "Watcher" later.

Users that have been assigned to one or more projects are able to access them from the "Projects" panel. They will also see a summary of these projects on their inbox dashboard.

Global roles

A global role is a role that can be attached to users of the "Participant" group. The global roles will allow the users to perform additional actions. The following global roles are available:

Accountant: these users will be able to book, account and pay invoices from any project.
Client Manager: these users will gain access to the "Clients" section of the admin panel, allowing them to manage all clients and their addresses.
Human Resources: these users will gain access to the "Users" section of the admin panel, allowing them to manage all users in your account.

A word on accountants

Accountants can book, account and pay all invoices from their inbox, so you don't have to attach them to your projects as a member.

Make sure to to have at least one user with the global role "Accountant".

Project roles

The project role decides which actions can be performed by a user in a project. Every user has one project role for each of his projects. The following project roles are available:

Watcher: these users can access a project and view all orders and visible budgets.
Member: these users can create and comment orders and check invoices.
Controller: these users can update or delete any order, manage all visible and hidden budgets and approve or cancel invoices.
Manager: these users can perform all actions, including editing and deleting any comment or invoice and manually adding invoices to orders.

Permission inheritance

All project roles are built on top of each other and every role will also grant the permissions from all preceeding roles.