Breakdown of Security Permissions in Moovila

Security Permissions	Action	Notes
User Security
Invite New Users	Ability to Invite New Users to Moovila through the Teams area	Who do you want to have the ability to invite new users to Moovila? This includes internal and extended users.
Security Role Admin	Ability to Create/Manage Security Roles & Permissions	Who should have the ability to create the different security roles and associated permissions?
User Admin	Ability to Assign Resource Type, Skills/Certifications and assign Security Roles to Users	Who should have the ability to add new users, inactivate users, apply security roles to users, assign resource types to users?
Enterprise Structure
Create New Teams	Ability to create/manage teams within Moovila	Which users should have the ability to create teams within Moovila? (Note that if you are not on a team, you will have zero visibility into that team's projects.)
Enterprise Profile	Ability to manage Enterprise Profile in Enterprise Console	This should be limited to only a few select users.
Extended Team Creation	Ability to create Extended Teams	In order to invite extended users (these might be customers, vendors, partners, etc. outside of your organization), they must be invited in through an extended team. Which users should be able to create extended teams?
Organization Admin	Ability to Create/Manage Organization field	This should be limited to only a few select users.
Data Categorization
Category Admin	Ability to Create/Manage Categories	Who is going to build and maintain the program data tags for portfolio reporting?
Labor Type Admin	Ability to Create/Manage Labor Resource Types	Who should build and maintain the Resource Types with Default Rates?
Product Admin	Ability to Create/Manage Products	Who is going to build and maintain the product data tags for portfolio reporting?
Program Admin	Ability to Create/Manage Programs	Who is going to build and maintain the program data tags for portfolio reporting?
Skill Admin	Ability to Create/Manage Skills/Certifications	Who should build and maintain the Skills /Certifications that may be applied to resources or tasks?
Stage Admin	Ability to Create/Manage Stages	Who is going to build and maintain the stage data tags for portfolio reporting?
Cost Management
Billing Code Admin	Ability to Create/Manage Billing Codes	Who should be able to build and maintain the Billing Codes and Groups?
Cost Code Admin	Ability to Create/Manage Cost Codes	Who should be able to build and maintain the Cost Codes and Groups?
Cost Visibility	Ability to view the Budget columns within the Task and Project PowerGrid Views-Also controls visibility into bill rates, billable totals, etc. for time records	Who should have access to see the Budget columns as values (in dollars)? Who should be able to see employee bill rates?
Customer Admin	Ability to create new Customers and manage existing customer info	Who will need to create and maintain the customer list in Moovila? (Read-Only CW Integration)
Expense Logging	Ability to capture projects expenses.	Who should have the ability to capture expenses for the project?
Resource Budgeting	Ability to resource projects at the high level without tasks and reconcile the Qty to the Allocation	Who should have the visibility into the high level project budget information?
Vendor Admin	Ability to Create/Manage Vendors for expense entries	Who should be able to add new vendors or edit the existing ones?
Dashboards
Analytics Viewer	Ability to view template analysis	This permission allows users to view/edit template analytics. Who should be able to compare project performance via template analytics?
Dashboard publishing	Ability to publish dashboard templates	This permission allows users to create dashboard layouts that others can then apply to their own dashboards.
Dynamic Resource Modeling	Access to the Resource Capacity Analysis area.	Who should have the ability to view Resource Capacity Analysis across users and Resource Types?
Workspace Publishing	Develop, manage, and deploy Workspaces throughout Moovila	This permission allows users to create workspace layouts (specific subsets of columns) that others can then apply.
Time Tracking*
General Time Card Approval	Ability to Approve/Manage User Submitted Time Cards	This permission allows users to approve time that has been submitted, and also grants access to the Time Log Power Grid to see other users' time entries.
Rate Schedule Admin	Ability to create rate schedules and associate bill rates for revenue forecasting	Gives the user to associate bill rates with resource types. Different rate schedules can be created for customers and projects.
Time Entry-Manual	Ability to enter manual time entries via the Time Log	Gives users the ability to log their time with manual entries.
Time Entry-Time Clock	Ability to enter time via the time clock	Gives users the ability to log their time via the clock-in/out feature.
Work Type Admin	Ability to view synced work types (read only) in Data Table Maintenance	Gives users the ability to view synced work types (read only) in Data Table Maintenance.
Special Record Functions
Executive Notes Visibility	Access to the view notes with Executive Note Visibility	Who should have visibility into the notes labeled with Executive Note Visibility? Keep in mind that if a project manager enters a note and flags it with Executive Note Visibility and does not have that visibility permission themselves, they will no longer be able to see or comment on the note once it's been entered.
Notes Category Administration	Ability to create and manage the Notes Categories	Who should have the ability to create and maintain the Notes categories?
Risk Register	Access to the Risk Register within the Project & Dashboards	Gives the users the ability to view the Risks in the Register.
Risk Register Administration	Ability to create and manage the Risk Categories	Gives the user the ability to add/manage Risk categories within Data Table Maintenance.
Smart Schedule	Ability to view/manage own Smart Schedule	Gives the user the ability to view/manage their own Smart Schedule (Calendar) within Moovila.
Smart Schedule Admin	Ability to view/manage ALL users Smart Schedules	Gives the user the ability to view, manage, and add appointments to ALL users' Smart Schedules (Calendar) within Moovila.
Smart Schedule Multi-Task	Ability to access the Multi-Task panel	Gives the user the ability to use Auto-Find to help schedule multiple appointments at once.
Opportunity Management
Opportunity Admin	Ability to enter/add new opportunities	Who will need to create and maintain opportunities?
Integrations
ConnectWise Admin	Configuration of CW integration	Who will be responsible for configuring/maintaining the ConnectWise integration?
CRM	Configuration of HubSport integration	Who will be responsible for configuring/maintaining the Hubspot integration?
Document Storage, Email, Calendar	Configuration of Cloud Storage for enterprise	Who will be responsible for configuring/maintaining the Cloud Storage on the integration?
Financial Systems	Configuration of Quickbooks integration	Who will be responsible for configuring/maintaining the Quickbooks integration?
External Work System	Access to PSA System Integration Hub (CW, Halo, Autotask)	Who will be responsible for configuring/maintaining the integration with an outside PSA/Ticketing System?
Salesforce Admin	Configuration of Salesforce integration	Who will responsible for configuring/maintaining the Salesforce  integration?