Role manual

Role Manual - User

Personal profile, timesheet, attendance and daily processes.

Role Manual - User

Last updated: 2026-03-18 Owner: Product Writer Audience: user

Purpose

The user role is the personal operational profile used by employees or collaborators to manage their daily activities.

Who should read this

  • employees
  • consultants
  • end users who record hours, requests and personal information

Required permissions

This role can access its own personal functions, such as:

  • Dashboard
  • Professional profile
  • Timesheet
  • Attendance
  • Requests
  • Travel
  • On-call Availability
  • Personal assets
  • any report views allowed by the tenant

What this role can do

  1. update its own professional profile
  2. enter hours and timesheets
  3. record attendance and work location for the day
  4. send requests, travel reimbursements and other personal activities
  5. consult personal data and tenant-enabled modules

What this role cannot do

  • administer users or roles
  • use HR people-search functions
  • configure the SaaS platform
  • see data from other tenants

Main workflows

  1. enter the workspace
  2. check the dashboard and active area
  3. complete the professional profile
  4. fill in the timesheet for project hours and record attendance/work location for the day
  5. submit requests or travel expenses

Common errors

  • Module not visible
  • cause: not expected for the role or not enabled by the tenant
  • solution: contact the internal reference person
  • Submission failed
  • cause: missing required fields, duplicate or validation constraint
  • solution: read the message shown on screen and correct the requested data
  • No project available in timesheet
  • cause: the user is not assigned to WBS or tasks
  • solution: ask the manager, HR or tenant admin for enablement

Related guides

FAQ

Can I see all company reporting?

No. The user role only sees what the tenant has decided to make available.

If I make a mistake, can I correct it?

It depends on the module and the object status. In some cases you can edit or delete before approval.

Related guides