Permission sets

User rights – what one sees or doesn't see, can or cannot do in Scoro can be managed by permission sets. Go to Settings > Administration > Permission sets.

Note! You have to be an administrator of the site to have access to Permission sets.

Add different permission sets like Management, Finance, Sales, etc. to give different users the relevant access rights. Just click on Add permission set.

For each permission set, decide what people with that permission set can see and do on your Scoro site. Click on Modules and actions on each permission set line and tick all the features and actions you would like to give access to.

Tip! You can set up one permission, then Duplicate it (add a name and open it from the list view) and compare it to the original permission set (the differences are highlighted in yellow) to make changes. This way you don't have to set up each permission set from scratch.

You can also set up Calendar and tasks access rights to decide how users with the selected permission can view and modify the events and tasks of users with other permission sets.

For that, you have 6 options. 

Let’s use the Project management permission as an example to set up access rights and see how the people with that permission set can view, for example, the calendar and tasks of the users with Management permissions. 

In the left column, you can see the permission sets (Finance, Management, Specialist, etc.) and the respective users with each permission set.

No access - the users with Project management permissions have no right to view the calendar and task list of the users with Management permissions. In that case, the users with the Management permission set are hidden both in the calendar and task list. 

View availability and task titles - the users with Project management permissions can see the available time slots in the calendar and the task titles in the task list of the users with Management permissions, all other details are hidden. Also, the users with Project management permissions have no right to add any events or tasks to these users. People with Project management permissions can only see the details of the events and tasks related to them, all other events are shown as “Busy”. 

View only status and add - the users with Project management permissions can see the available time slots in the calendar and task titles in the task list of the users with Management permissions. Users with Project management permissions can also add new events and tasks to them. 

View details and add - the users with Project management permissions can view events and tasks with all details of the users with Management permissions. They can add new events and tasks, but only modify and delete those related to themselves. 

Full access - the users with Project management permissions can view all event and task details,add new, plus modify and delete any events and tasks of the users with Management permissions.  

Full access + time locking - the users with Project management permissions can view all event and task details, plus add, modify and delete any events and tasks of the users with Management permissions. In addition, they have the right to lock their time, so no more changes can be made to the locked time period. Read more on time locking.

As always, don't forget to Save.