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User Permissions Dashboard

View and manage Rhumbix user permissions for Projects, Groups, Cohorts, Teams, and Timekeeping roles in one centralized dashboard.

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Written by Support from Rhumbix

The Permissions Dashboard in Rhumbix gives users and administrators visibility into who has access to what — and why. Whether you're a field user verifying your project access or an admin resolving a permissions issue, this dashboard simplifies access management across Projects, Groups, Cohorts, and Teams.


🚪 Accessing the Permissions Dashboard

To open the dashboard:

  1. Expand User Settings in the left navigation pane.

  2. Click on Permissions Dashboard.

🔒 Note: The Permissions Dashboard is only available via the web version of Rhumbix and is not accessible through mobile devices or the mobile app.


👤 View-Only Mode (All Users)

All users can:

  • See their current permissions for Projects, Groups, Cohorts, and Teams.

  • Understand the source of each permission — whether it's granted directly or inherited from a role, group, or cohort.

🔍 Understanding Permission Sources

Each item includes a label indicating how access was granted:

  • Direct – Assigned specifically to you.

  • Role-based – Granted via your assigned Role.

  • Group/Cohort-based – Inherited from your membership in a Group or Cohort.

You can hover over the info icon next to the source for additional context.


🛠️ Admin Mode (Admin Roles Only)

Admins see an additional search bar at the top of the dashboard, which allows them to:

  • Search for any user within the organization.

  • View that user’s permissions in the same structured layout.

  • Manage access by adding or removing direct assignments.

⚠️ Important: Admins cannot edit inherited permissions (e.g., those from Roles or Groups) through the dashboard. To change these, navigate to the appropriate Role or Group settings.

✅ All changes made via the Permissions Dashboard are recorded in the audit log, ensuring traceability and compliance.


📘 Permissions Scope

Currently, the dashboard reflects access related to:

  • Projects

  • Groups

  • Cohorts

  • Teams

  • Timekeeping Roles (e.g., Reviewer, Approver)

❗ It does not include permissions related to specific Forms or non-Timekeeping feature areas.


🔁 Definitions: Groups vs. Teams

Although sometimes used interchangeably in conversation, Groups and Teams are distinct in Rhumbix:

  • Groups often represent business units or reporting structures (e.g., “Charlotte Division”).

  • Teams are typically project-level configurations used for filtering timekeeping data or assigning reviewers.

Your dashboard will list both if you have access through either structure.


✅ Best Practices

  • Review before assigning: Check the dashboard before adding direct access to avoid duplicating inherited permissions.

  • Use as a diagnostic tool: Quickly troubleshoot why a user can or cannot see certain records.

  • Clean up outdated access: Use the dashboard to identify and remove direct permissions that are no longer needed.


Need Help?

If you have any questions about using the Permissions Dashboard — or need help interpreting permission sources — reach out to Rhumbix Support anytime. We're here to help you get the right access to the right people!

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