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UniPhi License Level Breakdown

Team Member

Team Members can only see the projects that they are allocated to. Within those projects, they can only create documents (only using templates with Team Member access), issues, and risks, and submit timesheets. They can only see issues that they have created, are assigned to, or have an action assigned to them.


Project Manager

Project Managers can do everything a Team Member can do and they can also create budgets and contracts, and manage resources on projects that they are allocated to. They can also view a selection of reports


Project Managers can only see projects that they are allocated to.


Program Manager

Program Managers can do everything that Project Managers and Team members can do. In addition to this, they have view access to all projects and all modules. However, they only have edit rights on projects that they are allocated to. Their role on the project determines what they can edit as well. If they are allocated to the project in a "Team Member" role, then they will only be able to edit what a Team member can edit.


Administrator

Has full access to the system and can control system configuration settings. Only an Administrator can edit the configuration of the system and give people access to UniPhi.


Timesheet Admin

A Timesheet Administrator has the same access permissions as a Team Member, except they can also import timesheet data, approve people's timesheets, and view various timesheet reports.


Document View

Document View is a free license that allows external non-UniPhi users to open a UniPhi document and add their digital signature. They will only be able to see documents that are sent to them.

 
 
 

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