User Roles and Permissions¶
This document outlines the different user roles within the Stratpoint Timesheet Application, their responsibilities, and the permissions associated with each role.
Role Hierarchy¶
graph TB
A[Super Admin] --> B[Admin]
B --> C[Manager]
C --> D[Team Lead]
D --> E[Senior Developer]
E --> F[Developer]
F --> G[Junior Developer]
H[HR Manager] --> I[HR Specialist]
J[Finance Manager] --> K[Finance Specialist]
L[Client Manager] --> M[Account Manager]Role Definitions¶
Super Admin¶
Description: Highest level of system access with complete administrative control over the application.
Responsibilities: - System configuration and maintenance - User role management and assignments - Global system settings - Security policy enforcement - System monitoring and troubleshooting
Permissions: - Full system access - Create, modify, and delete any user account - Access all timesheet data across the organization - Configure system-wide settings - Manage integrations and API access - View and modify all projects and clients - Access audit logs and system reports - Manage backup and recovery operations
Key Features: - System administration dashboard - User management interface - Global configuration settings - Security and audit controls - Integration management - System health monitoring
Admin¶
Description: Administrative users with broad system access but limited to operational administration.
Responsibilities: - User account management - Project and client setup - Department and team organization - Report generation and analysis - Policy implementation
Permissions: - Create and manage user accounts (except Super Admin) - Access all timesheet data within assigned scope - Create and modify projects and clients - Generate organization-wide reports - Configure department settings - Manage approval workflows - Access financial and billing data
Restrictions: - Cannot modify system-level configurations - Cannot access Super Admin functions - Limited integration management access
Manager¶
Description: Department or division managers responsible for team oversight and strategic planning.
Responsibilities: - Team performance monitoring - Resource allocation and planning - Budget oversight and approval - Strategic decision making - Cross-team coordination
Permissions: - View and approve timesheets for direct and indirect reports - Access team performance analytics - Create and assign projects within department - Generate department reports - Manage team member assignments - View financial data for managed projects - Approve leave requests and time-off
Team Scope: - Direct reports and their subordinates - Projects assigned to managed teams - Department-level data and analytics
Team Lead¶
Description: Technical leads responsible for project execution and team coordination.
Responsibilities: - Project planning and execution - Team task assignment and tracking - Technical guidance and mentoring - Quality assurance and code review - Client communication and updates
Permissions: - View and approve timesheets for team members - Create and modify project tasks - Assign team members to projects - Generate project reports - Access project financial data - Manage project timelines and milestones
Project Scope: - Assigned projects and their team members - Project-specific data and analytics - Team performance within projects
Senior Developer¶
Description: Experienced developers with mentoring responsibilities and technical leadership.
Responsibilities: - Technical implementation and architecture - Code review and quality assurance - Mentoring junior team members - Technical documentation - Client technical consultation
Permissions: - Submit and edit own timesheets - View team member timesheets (read-only) - Access project technical documentation - Generate personal and project reports - Manage own project assignments - View project progress and analytics
Access Scope: - Own timesheet data - Projects assigned to - Team member timesheet visibility - Technical project information
Developer¶
Description: Standard development team members responsible for feature implementation and maintenance.
Responsibilities: - Feature development and implementation - Bug fixing and maintenance - Code documentation - Testing and quality assurance - Time tracking and reporting
Permissions: - Submit and edit own timesheets - View own project assignments - Access assigned project information - Generate personal reports - Submit leave requests - View own performance analytics
Access Scope: - Own timesheet and leave data - Assigned projects (limited view) - Personal analytics and reports
Junior Developer¶
Description: Entry-level developers learning and contributing under supervision.
Responsibilities: - Learning and skill development - Basic feature implementation - Bug fixing under guidance - Time tracking and documentation - Following established processes
Permissions: - Submit own timesheets (with approval required) - View own project assignments - Access learning resources - Submit leave requests - View basic personal reports
Access Scope: - Own timesheet data only - Assigned tasks and projects (basic view) - Personal learning and development data
HR Manager¶
Description: Human Resources leadership responsible for workforce management and policy implementation.
Responsibilities: - Employee lifecycle management - Leave and attendance policy enforcement - Performance review coordination - Compliance monitoring - Workforce analytics and planning
Permissions: - View all employee timesheet data - Manage leave requests and policies - Access employee performance data - Generate HR reports and analytics - Manage employee profiles and information - Configure HR-related system settings
Specialized Access: - Employee personal information - Leave balances and history - Performance review data - Compliance and audit reports
HR Specialist¶
Description: HR team members handling day-to-day human resources operations.
Responsibilities: - Leave request processing - Employee onboarding and offboarding - Attendance monitoring - Basic HR reporting - Employee support and assistance
Permissions: - View employee timesheet data (limited scope) - Process leave requests - Access employee basic information - Generate standard HR reports - Manage employee attendance records
Finance Manager¶
Description: Financial leadership responsible for billing, budgeting, and financial analysis.
Responsibilities: - Project financial oversight - Client billing and invoicing - Budget planning and monitoring - Financial reporting and analysis - Revenue recognition and tracking
Permissions: - Access all financial and billing data - View project profitability reports - Generate financial analytics - Manage billing rates and configurations - Access client financial information - Configure financial system settings
Financial Scope: - All project financial data - Client billing and payment information - Revenue and profitability analytics - Budget and forecast data
Finance Specialist¶
Description: Finance team members handling billing operations and financial data entry.
Responsibilities: - Invoice generation and processing - Time entry validation for billing - Client account management - Financial data entry and maintenance - Basic financial reporting
Permissions: - Access billable timesheet data - Generate invoices and billing reports - View client billing information - Process financial transactions - Access project billing data
Client Manager¶
Description: Client relationship managers responsible for account management and client satisfaction.
Responsibilities: - Client relationship management - Project oversight and communication - Contract management and renewals - Client satisfaction monitoring - Business development support
Permissions: - View client project data - Access client-specific reports - Generate project status updates - View team assignments for client projects - Access client communication history
Client Scope: - Assigned client accounts - Client project data and analytics - Client team and resource information
Account Manager¶
Description: Account management team members handling day-to-day client operations.
Responsibilities: - Daily client communication - Project status updates - Issue resolution and support - Basic account maintenance - Client satisfaction tracking
Permissions: - View assigned client project data - Generate client reports - Access project team information - Submit client feedback and issues - View project timelines and deliverables
Permission Matrix¶
| Feature | Super Admin | Admin | Manager | Team Lead | Sr Dev | Dev | Jr Dev | HR Mgr | HR Spec | Fin Mgr | Fin Spec | Client Mgr | Acct Mgr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| System Config | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ |
| User Management | ✓ | ✓ | Limited | ✗ | ✗ | ✗ | ✗ | ✓ | Limited | ✗ | ✗ | ✗ | ✗ |
| All Timesheets | ✓ | ✓ | Team | Team | Team | Own | Own | ✓ | Limited | ✓ | Billable | Client | Client |
| Project Management | ✓ | ✓ | Dept | Assigned | Assigned | View | View | View | View | View | View | Client | Client |
| Financial Data | ✓ | ✓ | Dept | Project | Project | ✗ | ✗ | ✗ | ✗ | ✓ | ✓ | Client | Client |
| Reports | ✓ | ✓ | Team | Project | Project | Personal | Personal | HR | HR | Financial | Financial | Client | Client |
| Approvals | ✓ | ✓ | Team | Team | ✗ | ✗ | ✗ | Leave | Leave | ✗ | ✗ | ✗ | ✗ |
Role Assignment Process¶
New User Setup¶
- Account Creation: Admin or Super Admin creates user account
- Role Assignment: Appropriate role assigned based on position
- Department Assignment: User assigned to relevant department
- Manager Assignment: Reporting structure established
- Project Assignment: User assigned to relevant projects
- Access Verification: Permissions tested and verified
Role Changes¶
- Request Submission: Role change requested through HR or management
- Approval Process: Change approved by appropriate authority
- System Update: Role updated in system
- Access Verification: New permissions tested
- Training: User trained on new role capabilities if needed
Role Deactivation¶
- Notification: HR notified of user departure or role change
- Data Backup: User data backed up if required
- Access Revocation: All system access removed
- Account Deactivation: User account deactivated
- Audit Trail: All changes logged for compliance
Security Considerations¶
Access Control¶
- Principle of Least Privilege: Users granted minimum necessary access
- Role-Based Access Control: Permissions tied to roles, not individuals
- Regular Access Reviews: Quarterly review of user permissions
- Segregation of Duties: Critical functions require multiple approvals
Audit and Compliance¶
- Activity Logging: All user actions logged and monitored
- Access Monitoring: Unusual access patterns flagged
- Compliance Reporting: Regular compliance reports generated
- Security Training: Role-specific security training provided
This comprehensive role and permission system ensures appropriate access control while maintaining operational efficiency and security compliance.