Overview
An employee's account type determines the level of access to the workspace an employee has within Ingenious. Account types are assigned to all users across the platform. The process below breaks down default account types and how to create custom account types.
Who can assign Employees an Account Type?
To add / edit account types, you must be assigned an Administrator account type. To see which account type you have, go to the avatar symbol located in the left navigation bottom corner. Your account type will be listed here.
*Only Enterprise Subscribers can have access to Account Types
Process
Setting / Editing an Employee's Account Type
Navigate to the Employees module located on the left-hand navigation
Select the employee, their employee profile card will appear > Click Edit
Click the Account Type drop down and select the Account Type you want to change them to:
4. Click Save
Note: the account type you give an employee does not relate to the job role or title of the employee, it is only used as a setting to grant certain access to the platform.
Default Account Types
Within your workspace there are a set of default account types available for you to assign to employees.
*NOTE: The majority of account types will be either an administrator, a project executive, or a project manager. The account types as assigned in Ingenious do not necessarily relate to your role within your organizations.
**All account types have automatic access to Contacts (Companies & Contacts)**
Accounting: access to the Employees module, all accounting modules (payroll report, profitability report, ect), access to all projects and view of all employee timesheets/expenses
*Administrator*: access to every module and project within the workspace. Only account type that has access to Company Settings.
Engineer (Design): access to assigned projects only
IT Administrator: access to every module within the workspace. Only able to view Project and General Items information for Employee records.
Project Executive: ability to create projects, edit Lists & Templates, edit Funding Sources (if-workspace applicable), contracts, access to projects assigned to, employee resource planning, employee schedule, employee timesheets (no access to employee's profile)
Project Manager: access to assigned projects only unless Admin overwrites ability for Project Manager create projects within the Company Settings, view only rights to List & Templates module
Shop Foreman (Sub): access to assigned projects, personal expenses and schedule
Sales Executive: access to employee timesheets, funding sources, all projects, all timesheets/expenses
Coming Soon: ability to configure permissions on a feature/module level for customized account types!
See Also