Understanding Account Types

Add / edit account types within your company workspace to control employee permissions

JD Williams avatar
Written by JD Williams
Updated over a week ago

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 person 👤 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

  1. Navigate to the Employees module located on the left-hand navigation

  2. Select the employee, their employee profile card will appear > Click Edit

  3. 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), personal Timesheets and Expenses*

  • 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 within the workspace. Only account type that has access to Company Settings.

  • Engineer (Design): access to assigned projects only

  • Field Employee (Sub): no access to the platform (used for schedule planning)

  • IT Administrator: access to every module within the workspace with the exception of the Accounting modules and the HR tab within the Employees module.

  • 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

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