Permission in Kiplot
Users can be given different permissions within Kiplot. To manage the roles that each User has, navigate to the Manage Users tab. Clicking on the ‘key’ icon associated with 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.
Permission Type | Rights Description |
|---|---|
Kiplot Administrator | Can configure settings. Can manage user permissions and members in teams. Can 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. Can be assigned to roles/permissions for modules |
Strategic Portfolio
Strategic Portfolio
This section provides access to the Strategic Portfolio, allowing users to set OKRs and manage 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 that are shared with the user |
Restricted Member | Can only view and edit portfolio items that are shared with the user |
No Access | Cannot access Strategic Portfolio. Cannot view or edit Portfolio items that are shared with the user |
Financials
This section provides access to the Financials module, where users can track Costs and Benefits (Actuals, Forecasts, and Plans) against Initiatives.
Permission Type | Rights |
|---|---|
Administrator | Can edit all financial data for portfolio items the user can access. Can edit configuration for financials module. |
No Access | Cannot view financial data. No access to the Financials module. |
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
This section is no longer relevant as Kiplot’s Delivery Portfolio is being phased out and replaced by other functionalities within the platform.
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 | No access to the timesheets module |
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.
Application Permissions | Permission Type | Rights Description |
|---|---|---|
Kiplot Admin / Admin | Can Create Reports and Datasets | Can create new reports and datasets. Can view or edit reports that are shared with the user |
Kiplot Admin / Admin | Member | Can create new reports and datasets. Can view or edit reports that are shared with the user |
Member | Can Create Reports and Datasets | Can create new reports and datasets. Can view or edit reports that are shared with the user |
Member | Member | Can view or edit reports that are shared with the user |
Derived Datasets
This section is not required for user actions and is solely utilized by Kiplot
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 specific permissions to an individual user, 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 were 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 |