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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.

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.

Permissions: Approvals not enabled

Role

Permissions

Kiplot Admin

Can edit and submit timesheets

Manage Users

Can submit timesheets

Member

Can submit timesheets

Permissions: Approvals enabled

Role

Permissions

Kiplot Admin / Admin

Approve, Edit, Submit

Manage Users

Approve, Edit, Submit

Member

Submit

Timesheet User

Submit

Timesheet Approver

Approve, Edit, Submit

Time Tracking Access

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