User Details

Setting a person's user details

Navigate to a person's profile page by finding them using the search or autocomplete tools on the 'Home' tab.

Note: only administrators can view and change a person's user details.

User Access Levels

Individual Profile

Allows the user to edit their own profile and if a PI to view their PI dashboard

Cost centre access

Allows the user to view the home tab with search feature for people, projects and finance projects. They can see their admin dashboard with finance project burn rate chart and the reporting tab for items connected to one or more defined cost centres. Their access is view only, no editing.

Portfolio access

Allows the user to view the home tab with search feature for people, projects and finance projects. They can see see information relating to a set list of PIs, including the admin dashboard with finance project burn rate chart and the reporting tab. Their access is view only, no editing.

Departmental administrator

Allows the user complete access to all features and to view and edit all data for a defined Department.

Cross-departmental administrator

Allows the user complete access to all features.