Permissions and what they hide¶

This page explains why colleagues see different icons, buttons and people than you in the same app.

Two things determine what you see¶

Your permissions determine what you are allowed to do: report time, approve time, view documents, view the project plan, enter vacation.
The organization chart determines for whom you are allowed to do it: for yourself and for the people below you in the organization chart.

Both are assigned by the administration in Rillsoft Integration Server, not by the app. See Organization chart and Roles and permissions. The app reads your permissions again with every sync.

What you are not allowed to do, the app hides. A missing icon is therefore not an error.

Permission and what appears in the app¶

Permission	What appears in the app
Report time	Tapping a task card opens the time recording. Orange hours with a clock show the backlog; the clock icon in the top bar (Backlog filter) and swiping to the right (report as planned) are available. Without this permission there is never a backlog.
Approve time	The circle-with-tick icon in the top bar (Approval filter), the turquoise hours on the card, the approval view, swiping to the left (approve) and the turquoise tick in the time recording. On the plan board, the column with the open approvals.
View documents	The blue column with paper clip and counter on the right of the task card and with it the document list.
View project plan	The plan board icon in the top bar. The plan board only shows projects you are allowed to read in Rillsoft Integration Server.
Enter vacation	The palm tree in the top bar (Vacation Request) and there the plus button for a new request.
Enter sick leave	The vacation type Sick leave in the request.
Cancel vacation	Swiping away requests that are already on the server. You can always discard your own drafts.
Approve vacation	Open requests of your people can be tapped; the buttons APPROVE and REJECT appear. Without this permission they are missing, see Approve or reject vacation.

The palm tree appears as soon as you have one of the four vacation permissions. The plan board icon and the Approval filter appear only once the app knows your permissions, that is, after the first sync.

The server has the last word. Even if the app allows an action, the server can still reject it, for example the cancellation of someone else’s vacation request. The app then shows “Failed” with the reason, see Working offline and synchronizing.

The task card carries its targets¶

Which areas of a task card can be tapped is decided per task:

Card with time recording and documents: the card itself leads to the time recording, the blue column on the right to the document list.
Card with documents only: the whole card is tinted blue, every tap opens the document list. It does not show hours or backlog.
Card without document permission: the right column stays empty and cannot be tapped. Its space stays free so that name, project and date are in the same place on all cards.

The numbers on the card, such as “1 empl.” and the open hours, also refer only to the people you are allowed to see. They say nothing about the full staffing of the task.

Who you report for: the selection when opening¶

When you tap the card, the app checks, without asking, for how many of the people scheduled on the task you are allowed to report:

for exactly one person (usually yourself): the time recording opens directly for this person.
for several people: the time recording opens for all of them together, with a name bar in which everyone is preselected. See Report time for several people.
for nobody: the app shows “No employees you are authorized to record time for.”

So what matters is not how many people work on the task, but for how many of them you are allowed to report according to the organization chart.

Three typical views¶

The images in this help come from three people with different permissions. Their views show how strongly the app adapts. In your company, permissions may be distributed differently.

View	Allowed to	Sees in the app
Employees, e.g. Harriet Moncrieff (site supervision)	Report time and enter vacation only for herself; photos	no circle with tick, no name bar, no plan board icon
Team lead, e.g. Delia Mayfield	Report and approve time, enter vacation for herself and her team; read documents only; plan board	Approval filter, name bar with her people, vacation of her whole team, plan board
Project lead, e.g. Edmund Meriwether	Report time and enter vacation for himself and the people below him; no approval; plan board; photos	name bar without Approval filter, plan board, photos

The team lead’s name bar only shows the people below her in the organization chart, not all people in her department. Because the project lead is above the team lead in the organization chart, he also sees her people.