PerClient Help Center

Configuring roles and permissions

Users in PerClient can have multiple roles that allow them to use different features and access different information. Each role gives a particular permission level for each section of PerClient and each permission level gives you access to more or less features and information.

While creating or editing a role, you can see what features are allowed with each permission level for each section clicking in the question mark near the permission level selector.

You can also make a role be able to view or edit only the own user's tasks or projects by selecting "Only own tasks" or "Only own projects" check boxes. If you do that, the users with that role will have the specified permission level but only on tasks and projects that are assigned to them (task responsible, project manager or project assigned users). In this case, e-mail notifications will be sent only for assigned projects and tasks too.