Magnetic has 5 user role types which govern access to certain areas of the product and permissions to perform certain functions.
In additional the role types, there are more specific permissions that can be toggled on a user described in the second table.
1. External Collaborator (FREE)
2. Time Trackers (PAID)
3. Premium (PAID)
4. Manager (PAID)These users can export data from the system like your contact and project list. More specific permissions are described at the bottom of the page.
5. Admin (PAID)
|Can Add Opportunities and Projects||Can add new opportunities or projects and bulk import.|
|HR Manager||Set Review Periods.|
See all Reviews and Assessments.
Set Employee Costs and see in Reports.
|Accounts Manager||Approve Customer and Suppliers.|
Add/Edit Item Types.
Can export Accounts to external Accounting Systems.
|Account Types||No access, Can view, Can edit, Can edit and approve (Cost Estimates).|
Write Approve is particular for Cost Estimates and allows Cost Estimates to be changed from DRAFT status to INTERNALLY APPROVED or later status.
The permissions for each account type gives the user access to view, approve or edit the relevant account types and view the reports that contain information about the relevant account type.
|Manage Users||You can view the emails and calendars of users that you manage. If you are a MANAGER user then you can only view the subject/to/from of the email but not the content whereas if you are an ADMIN role you can view the full content of the email.|
Setting up users to my Magnetic account (See how to set up user permissions)