Control what your team members can access and do in MinuteDock by managing their permissions. You can give Users specific capabilities like creating invoices or managing Contacts, while restricting access to sensitive information.
Understanding permission types
MinuteDock has one main Admin permission that grants full access, plus several specific permissions that can be assigned individually.
How to edit User permissions
Click "Account" in the top navigation bar
Find the User you want to modify on the Team screen
Click "Edit" next to their name
Select or deselect permissions as needed
Click "Update" to save your changes
How to restrict Contact access
You can limit which Contacts a User can see and work with. When you restrict Contacts, Users also lose access to Projects under those Contacts.
Click "Account" in the top navigation bar
Click "Edit" next to the User you want to restrict
Under "Allowed Contacts" select which Contacts the User can access
Click "Update" to save your changes
Make a User a manager of specific Users or Roles
š” Attention: Manages other users is an opt-in beta feature. Email team@minutedock.com to enable it on your Account.
With this feature enabled, you can let a User oversee part of your team ā reporting on, editing, and approving their time ā without making them an Admin.
Click "Account" in the top navigation bar
Click "Edit" next to the User you want to make a manager
Turn on "Manages other users"
Select the Users and Roles they should manage (you can choose any mix)
Click "Update" to save your changes
The User can now report on and edit time for the people you selected. They can also approve that time if the time-approval workflow is enabled on your Account. For how this setting interacts with billing rates, Allowed Contacts, and the account-wide time permissions, see User Permissions.
Details on each permission
Manage MinuteDock Account & Users
What they can do: Full Admin access - can manage all Users, view the Account screen, and control all account settings
What data they see: Everything in your Account including all billing rates, User details, and account configuration
ā¹ļø Note: Admins automatically get all other permissions listed below.
Other permissions
Manage invoices & see billing reports
What they can do: View, create, edit and send invoices through the Invoices screen
What data they see: All Time Entries, hourly rates for Users, Contacts, Projects and Tasks
Manage Contacts
What they can do: View, add, edit and remove Contacts through the Contacts screen
What data they see: Contact billing rates and financial details
Manage Projects & Tasks
What they can do: View, add, edit and remove Projects and Tasks through the Projects & Tasks screen
What data they see: Billing rates for Projects and Tasks
Edit & manage others' time
What they can do: View and edit other Users' Time Entries, Goals, and even track time on their behalf
What data they see: All team members' time tracking and Goal information
See & report on others' time
What they can do: View other Users' Time Entries and create Reports that include all team time
What data they see: Everyone's time tracking details and productivity data
Can report on other User's time with the same Role
What they can do: View other User's Time Entries and Create Reports that include other User's time, but only for those User's with the same assigned Role. See Roles to learn more
What data they see: Time tracking details and Reports of all team members with the same Role as themselves
Video tutorial - User permissions