Set Permissions
Permission in Kiplot
Users can be given different permissions within Kiplot. To manage the roles that each User has, navigate to the to the Manage Users tab. Clicking on the ‘key’ icon associated to a user’s name will enable you to see the permissions set for that user:
Align each drop-down according to the permission type you would like to assign to the user. For more information on each role and their respective permission options:
Application
User Role
This section grants a user permission across the entire application.
Understanding Permission Types in Kiplot
Permission Type | Rights Description |
|---|---|
Kiplot Administrator | Can configure settings, manage user permissions and team members, view and edit all reports and datasets |
Administrator | Similar to Kiplot Administrator, used to differentiate business hierarchy |
Can Manage Users | Can manage user permissions and members in teams |
Member | Default user role; can be assigned specific roles and permissions for modules |
Strategic Portfolio
Strategic Portfolio
This section provides access to the Strategic Portfolio, allowing users to set OKRs and managing both initiatives and outcomes.
Permission Types and Rights
Permission Type | Rights |
|---|---|
Administrator | Can edit all Portfolio items. Can edit configuration. |
Full Access | Can edit all Portfolio items. Can edit timesheets of other users. |
Member | Can view all Portfolio items. Can edit Portfolio items shared with them. |
No Access | Cannot view any Portfolio items. Can view/edit items shared with them. |
Financials
This section provides access to the Financials feature where users can track Costs and Benefits (Actual, Forecasted and Planned) against Initiatives.
Permission Type | Rights |
|---|---|
Administrator | Can edit all financial data for portfolio items the user can access. Can edit configuration for financials feature. |
No Access | Cannot view financial data. No access to the Financials feature. |
Approvals
This section outlines approval rights that are used to define approvals.
Permission Type | Rights |
|---|---|
Approver | Can approve, reject and veto an approval request with "Any Approver" requirement for portfolio items the user can edit |
Default | Can only approve approval requests that require the user's explicit approval for portfolio items the user can edit |
Delivery Portfolio
Project Profile
In the Project Profile module, users can access the depository of projects that are being evaluated for approval.
Permission Type | Rights |
|---|---|
Administrator | Can edit all projects. Can approve projects. Can edit configuration. |
Can Create Projects | Can create new projects. Can view/edit projects shared with the user. |
Member | Can view/edit projects shared with the user. |
Initiatives
In the Initiatives module, users can access the depository of initiatives that are being evaluated for approval.
Permission Type | Rights |
|---|---|
Administrator | Can edit all initiatives. Can approve initiatives. Can edit configuration. |
Can Create Initiatives | Can create new initiatives. Can view/edit initiatives shared with the user. |
Member | Can view/edit initiatives shared with the user. |
Time Tracking
The time tracking module allows users to submit personal timesheets. Only System Administrators who have Timesheet Approver or Timesheet User access will be able to edit and approve the timesheets of other users. Timesheet Approvals must be turned on by your System Administrator.
Permission Type | Rights |
|---|---|
Timesheet Approver | Can approve timesheets |
Timesheet User | Can submit timesheets |
No Access | Cannot view financial data. No access to the Financials feature. |
The Time Tracking module in Kiplot is accessible only to organizations with a subscription. Make sure your organization is subscribed to use this feature.
Reporting
Reports
The reports module houses all reports created in Kiplot.
Permission Type | Rights Description |
|---|---|
Can Create Reports and Datasets | Can create new reports and datasets. Can view/edit reports that are shared with the user. |
Member | Can view/edit reports that are shared with the user. |
Derived Datasets
This section grants users permission to create derived datasets.
Permission Type | Rights |
|---|---|
Can Derive | Can edit logic in bespoke datasets using SQL |
No Access | No Access |
Adding Users to Teams
In the Manage Users page there is a ‘Teams’ tab. These Teams don’t relate to the Teams that have been set up in the Strategic Portfolio for purposes of capacity planning, but instead allow you to grant groups of users permissions, rather than having to handle each user individually. This is particularly helpful when sharing reports in Kiplot.
There are a number of preset teams available in Kiplot.
User Teams tab
If you add a user to one of these teams, they’ll automatically be granted the correct permissions. Similarly, if you give an individual user specific permissions, they’ll automatically be added to the relevant team.
As an example, if an individual User is given Timesheet Approver permissions, they will appear in the ‘Timesheet Approvers’ group automatically. Alternatively, if I was to add a user to the Timesheet Approver team, they’d automatically be granted Approver permissions.
User Role | Access Description |
|---|---|
All Users | Basic access to Kiplot |
Alpha Users | Access to test new features during early development stages, not available to others |
Beta Users | Invited to test advanced versions of new features after alpha, not available to others |
Initiative Admins | Rights to create, edit, and delete in the Initiative module only |
Project Profile Admins | Rights to create, edit, and delete in the Project Profile module only |
Timesheet Users | Access to personal timesheets in the Time Tracking module under 'My Timesheet' |
Timesheet Approvers | Can edit and approve timesheets of other users |