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How do I create access groups?

By configuring custom access roles, you can determine which features individual employees are allowed to use.

Access groups allow you to grant access rights to customers, projects, and services in bulk. All permissions assigned to a access group automatically apply to all employees assigned to that group.

To create a new access group:

  1. In the menu, under the “Employees” section, select “Access Groups”.

  2. Click “+ Access Groups” in the top-right corner to create a new group.

  3. Enter a name for the access group.

  4. Optionally, you can assign employees directly at this point.

  5. Save the permission group.

After saving, you can open the access group by clicking on its name and then assign the desired permissions.


The permissions are divided into three main categories, which are displayed as tabs:

  • Co-worker administration

  • Customer and project time tracking

  • Administration & Settings

Within these categories, you have access to a detailed selection of individual permissions that you can enable or disable as needed.