Overview
Account roles vs. project permissions. What is the difference?
Account roles define a user's relationship with your organization's Pegasus account. Account roles allow specific users to manage company settings like billing & licensing, user management, data, and much more.
Project permission sets define a user's relationship to your projects in Pegasus.
Account Roles
Your account's company data and preferences includes licenses, projects, list data, report templates, and more. Managing company data is performed from the Admin Console.
Determining who can manage this information is equally as important. That's where roles come into play and every user in Pegasus has an account role. The types of account roles are (in order of hierarchy):
Owner: By default, the first user created in your organization's Pegasus environment is the Owner. The Owner has control over everything in your account including licenses & billing, users, project assignments, list management, template management.
Admin: Admins also have access to the Admin Console and have similar access/control as the Owner role, however they cannot modify users that are Owner roles, nor do they have access to billing information and modification.
Member: This is anyone in your organization that you invite to as a user in Pegasus under your account environment. However, they do not have access to the Admin Console.
Guests: External users that are not in your organization. Guests may have permissions to access and manage project data in your account, but are unable to view or manager company data.
Manage user account roles from the Users page in the Admin Console.
Project Permissions
View our Permission Set Matrix below for a detailed breakdown of permissions:
Project permission sets are assigned to each user at the project level. By default, Pegasus accounts have three project permission sets available:
Manager: This permission set gives a user full-access to the project. With the Manager permission you can modify Project Settings, Manage Users on a project, Review Reports, and Create any record within a project.
Field: Field Users do not have access to project settings and are limited to Creating Reports, Creating List items, Uploading and Viewing Documents/Photos, and can VIEW all other records within a project.
View: Read-only user able to view and export project data.
Project Permission Sets are managed at the project level in the project's Settings page. If you are assigned the Owner or Admin org role you can also manage a user's permission set from the Projects page in the Admin Console.