Overview
Account Types determine what an employee can see and do across the workspace and within a project. This article walks you through the default System Account Types, how to create Custom Account Types, and how to assign them to employees.
Prerequisites
You must have an Administrator Account Type or the correct permissions to manage Account Types.
Default System Account Types
The following Account Types are available by default. Previously existing Account Types and their permissions have been migrated into these new account types to ensure user access remained unchanged.
Account Type | Migrated From | Description |
Administrator | Previous Administrator roles | Full access to all modules, projects, and company settings. Can invite, edit, and archive users. |
Standard | Previous Project Manager roles | Access only to assigned projects and resources. Cannot create new buildings, portfolios, or company-wide templates. |
Leadership | Previous Project Executive roles | Can create projects and manage company templates, depending on the workspace. |
Biz Ops | Previous Accounting roles | Can create and manage projects and portfolios. Cannot access workspace settings or employee records. |
To view the specific permissions for each Account Type, go to the Account Types tab in the Employees module.
Process
1. Create a Custom Account Type
Tip: We recommend that each Account Type contain a unique combination of permissions to make permission distribution and auditing easier.
a. Navigate to the Employees module.
b. Click the Account Types tab.
c. Click Add Account Type at the top right.
d. Enter a name for the new Account Type. The name must be unique.
e. Check the boxes for the permissions you want to grant.
f. Save the Account Type.
g. Assign the new Account Type to one or more employees (see Section 3).
2. Edit a default Account Type
You can edit the permissions of all default Account Types except Administrator, which is locked to ensure at least one role retains full control over workspace configurations.
a. Navigate to the Employees module.
b. Click the Account Types tab.
c. Click the 3 dots at the top of the Account Type column you want to edit, then select Edit.
d. Check or uncheck the boxes for the permissions you want to update.
e. Save your changes.
Note: You cannot rename default Account Types. To archive a Custom Account Type, click the 3 dots at the top of its column and select Archive.
3. Assign an Account Type to an employee
a. Navigate to the Employees module.
b. Click an employee's name to open their record.
c. Click Edit at the top right.
d. Under Account Type, click the dropdown and select the appropriate Account Type for the employee. Each employee can have only one Account Type assigned.
e. Click Save in the top right.
Important
If a user has no Account Type assigned, they default to Standard.
If a Custom Account Type is archived, all users assigned to that Account Type are changed to Standard.