• Personalised Roles

    • 19.9.2023
    • Adéla Pechová

    …new role and assign it to someone. Creating a new role. In the Role name section, fill in the name of this new role. Next, select which actions you want…

  • Expanded roles

    • 9.7.2019
    • Freelo

    …feature Set Roles. There you can appoint Project Manager and Company Captain roles. Example where to set a user’s roles. Project managers can create new projects under your account. Just…

  • Setting the user’s access

    • 16.10.2017
    • Freelo

    …restrictive roles on users. Thereof, some roles are mutually exclusive: if a user has a role allowing them to perform admin roles, they cannot simultaneously have a restrictive role and…

  • User management and Company Captain

    • 6.12.2021
    • Kateřina Jozífová

    …> Save roles. Example how to appoint a Company Captain role. In the overview, you can see which roles the user has. Example of user’s roles overview. More features More…

  • How to create a project

    • 16.10.2017
    • Freelo

    …Create project as the Project manager If someone has appointed you to the Project manager role, typically your boss or someone who pays the Freelo plan, you always see the…

  • Good to know about projects

    • 12.10.2017
    • Freelo

    …plan. If you have the Project manager role, you can create projects under someone else’s account (the captain’s), such projects appear in the section Invited. Templates Templates are projects, where…

  • Insights alias Projects, Users and Teams Overview

    • 3.12.2021
    • Kateřina Jozífová

    …in which you have been assigned the role of the Company Captain. Users by Activities The first overview shows the percentage of activity per user. That includes tracking the comments…