Please Note: Some of the tabs (e.g. Person Appraisals or Person Leave) might not display on your account, as the configuration of the Settings will differ between companies.
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TeamTray: Add New |
View | Add | Edit | Delete |
| Person | 🟩 | |||
| Action | 🟩 | |||
| TeamTray: People | View | Add | Edit | Delete |
| Person Details (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Custom Fields(their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Messages (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Contact Details (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Notes (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Leave (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Apprentice Status (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Training (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Checklists (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Person Actions (their own and profiles mapped to assigned workgroups) | 🟩 | 🟩 | 🟩 | |
| Account Settings (their own) | 🟩 | 🟩 | 🟩 | |
| Incoming Reports | View | Add | Edit | Delete |
| View Reports | 🟩 | 🟩 | 🟩 | 🟩 |
| Calendar | View | Add | Edit | Delete |
| Add Action | 🟩 | |||
| View their own and other people's calendar | 🟩 | |||
| View other Project's calendar | 🟩 | |||
| Document Library | View | Add | Edit | Delete |
| Add Document | 🟩 | |||
| View Documents | 🟩 | |||
| My Tasks | ||||
| Actions (able to create for people within their workgroup and view/edit actions they have created) | 🟩 | 🟩 | ||
| Reports | 🟩 |