--- title: User Role Security Settings description: Leverage roles in ProjectManager to standarize user permissions according to your security preferences --- [Skip to content](https://learn.projectmanager.com/user-roles#main-content) English Show submenu for translations [Ask a Question](https://learn.projectmanager.com/kb-tickets/new) ![](https://learn.projectmanager.com/hs-fs/hubfs/2022-PM-Logo-01.png?width=40&height=31&name=2022-PM-Logo-01.png) - [ProjectManager Knowledge Base](https://learn.projectmanager.com/) Open main navigation Close main navigation - [ProjectManager Knowledge Base](https://learn.projectmanager.com/) - English Show submenu for translations - [Ask a Question](https://learn.projectmanager.com/kb-tickets/new) How can we help you today? - There are no suggestions because the search field is empty. 1. [ProjectManager Knowledge Base](https://learn.projectmanager.com/) 2. [Account, security & users](https://learn.projectmanager.com/account-security-users) 3. [User Management](https://learn.projectmanager.com/account-security-users#user-management) # User Role Security Settings ## Leverage roles in ProjectManager to standarize user permissions according to your security preferences | [Settings](https://learn.projectmanager.com/user-roles#settings) | [Account Owners](https://learn.projectmanager.com/user-roles#owners) | [Custom Roles](https://learn.projectmanager.com/user-roles#custom) | [Guest Licenses](https://learn.projectmanager.com/user-roles#guest) | [No Role](https://learn.projectmanager.com/user-roles#none) | | --- | --- | --- | --- | --- |   Every ProjectManager user is assigned a role, each with different security permissions. There are four default roles: admin, manager, member and guest. - Each default role can be customized to suit your security preferences in ProjectManager. - Role customizations affect a user's ability to interact with certain features and information in the software. - Use the Role Security page to toggle off and on permissions for each role. ![Role security](https://learn.projectmanager.com/hs-fs/hubfs/Role%20security.png?width=670&height=651&name=Role%20security.png) As a general rule, choose admin roles wisely because they have the most access to the software. If you navigate to security, you'll see that you can’t prevent an admin from editing the accounts and billing and security popups, or from seeing user profile information. To set the manager or member roles, think about the types of team members who will be assigned these roles and what they should see in the software. For example, you may prevent your contractors from seeing hourly rates, costs and budgets. You can find the definitions of each of the available security settings [here.](https://learn.projectmanager.com/managing-account-security) **Got questions?** **[Join a live demo](https://www.projectmanager.com/product-demos?utm_campaign=weekly-demo&utm_medium=knowledge-base)** to get a real-time walkthrough of ProjectManager and get your questions answered in a Q&A session. ### Role Settings You can customize the default roles or make new ones to suit your organization. Below is an explanation of the settings available for each role. Account Settings - **Add people to the account** Allows users to invite new people to your workspace. By default invitees will get the Member role (or no role at all), you will need the "Edit user profiles, roles and emails" setting to invite people with different roles. - **Edit accounts and billing page** Allows users to access the Account & Billing page where they can change the account owner, currency, edition, licenses, add-ons, and payment methods. - **Edit role security settings** Allows users to manage the Role Settings for all members. - **Access all account data** Allows users to see all projects (even ones they're not a member of), join and edit any project without being invited, add or remove other members from any project (except for the project owner), see all project and timesheet data in reports and exports. General Settings - **See hourly rates, costs & budgets** Allows a user to see or edit hourly user rates, all project costs and project budget information. This includes columns on the Gantt (actual cost, planned cost, hourly resource cost) and cost dashboard widgets. - **Set team holidays** Allows a user to edit global and country [holidays](https://learn.projectmanager.com/holidays), when unchecked the user can still edit their own personal holidays. - **Create and edit tags, skills and teams** Tags, skills and teams are global, meaning if a user creates or edits a tag, it will be visible for all the users across all projects. When this is unchecked, users can’t create new tag types or edit existing tags, but they can apply existing tags. They cannot create new skills or teams, or edit existing skills or teams.  - **Edit other people’s timesheets** Allows a user to see and edit everyone's timesheets, not just their own. - **Approve timesheets** Allows a user to approve other user's timesheets. This means that the user can be selected as a timesheet approver on the profile popover (which is accessed on the Manage Users page). - **Manage portfolio settings** Allows a user to manage your project portfolio at a high-level. This includes organising projects into folders, creating new custom columns for all projects in the account, adding notes and status updates to projects. - **Export projects** Allows users to export projects across the entire account. Combine with the "Access all account data" setting above to export all projects, even those you're not a member of. - **See user profile information** Gives access to the Manage Users page and user profiles on the Team page. Often combined with the "Edit user profiles, roles and emails" setting (below). - **Manage Integrations** Allows a user to set up integrations for the account. This includes purchasing integration add-ons, activating or deactivating integration providers, enabling or disabling individual integrations. Note that once an integration has been set up it can be used by anyone in the account, even those without this permission. - **Create projects** Unchecking this option will prevent users from creating new projects, they will only be able to work on projects created by others. This also prevents the creation of projects via import, copy or the public API. - **Edit user profiles, roles and emails** This controls who can edit other team members. This is enabled by default for administrators but can be customized, for example, you can create a custom role enabling HR to manage your teams but have limited access to the rest of the system. - **Edit own email address** This allows users to edit the email address associated with the account. - **View Personal Board** The Personal Board view is a way for individuals to manage their own work with statuses they choose. Highly structured teams may prefer members only use the project statuses via the Personal List or individual Project views, in which case disabling the Personal Board can be beneficial. - **Access work from ChatGPT and Claude** Allows this user to access their ProjectManager data from inside ChatGPT and Claude. Users can then activate the ProjectManager app to their AI assistant to start working on their projects with AI. [Learn more](https://learn.projectmanager.com/ai-integrations). ### Account Owner The account owner is the primary business contact who receives important account notifications. You can make any [global admin](https://learn.projectmanager.com/the-global-admin-role) the project owner, the person who created the account is the owner by default, an account can only have one owner. ### Custom Roles [Custom roles](https://learn.projectmanager.com/how-to-create-custom-roles) allow you to create specialized roles for guests, clients, contractors, and more. You can have unlimited custom roles inside of your account. Custom roles are available by default on the Enterprise edition. If you’re not on the Enterprise edition and want to enable custom roles, contact us for more information. ### Guest Licenses [Guest roles](https://learn.projectmanager.com/guest-licenses) allow you to invite users to see the projects you would like to share with read-only access. All accounts are allowed unlimited guest licenses. ### Machinery Have No Role [Non-human roles](https://learn.projectmanager.com/non-human-resource) can be created, this is typically done to manage machinery capacity. They will not log into the software themselves, but you can assign them to projects and track their hourly usage. 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