Privileges - who can access what in Hiro

• Can customise invoice due dates for contacts in the Address Book
• Can view/modify BSB, account numbers and BPAY customer references for contacts in the Address Book

Can generate ABN checking override codes on the Override Codes page.

Learn more about what ABN checking override codes are used for in this article.

By default, only Global Administrators can access the Asset Register. To allow someone else to access it, grant them this privilege. Once granted, they will be able to add and edit assets in Hiro.

By default, users are only able to view and download emails in the Email Archive if they are part of the project team for the project that email is tagged to.

Grant someone this privilege to enable them to retrieve any archived email, regardless of project.

By default, users are only able to raise draft status invoices onto jobs they are a team member of.

Grant someone this privilege to enable the ability to approve invoices and raise invoices for any job.

Access to the Credit/Reissue Invoice page is entirely restricted to those who hold this privilege only.

By default, users will only be able to run reports within the Financial module if the data is relevant to them.

For example:

• users will only be able to retrieve invoicing data if they are the project captain of that job
• users will only be able to retrieve timesheet data for their own timesheets or projects they manage

Use this privilege to grant someone the ability to run these Financial reports for all your data without restriction:

• Aged Receivables Report
• Invoices Report
• Projects Dashboard Report
• Timesheets and Invoices Report
• Timesheets per Day Summary Report
• Timesheets Export
• WIP Allocation Report

Access to the Licences and Training Register is entirely blocked unless granted this privilege.

Note that the ability to view/modify individual licence and training items assigned to staff is thereafter configured within that item's individual access permissions in the Register.

Learn more in this article.

Access to the Positions Register is limited for non-privileged users, where they can view basic position information including position descriptions.

The ability to add/modify positions and their associated position descriptions in the Positions Register is granted with this privilege.

Granting someone this privilege enables the ability to:

• access the Payroll Spreadsheet
• customise Payroll Hours and Cycles
• setup and configure Overtime Handling Methods
• setup and configure Leave Types
• customise User Document Types within Settings

Ability to access and generate Productivity Reports

Ability to access and generate Employee Performance Reports

Grants the ability to provision new plan numbers into provisioning pools in the Plan Register.

Learn more about plan provisioning in this article.

Grants the ability to allocate plan numbers onto projects in the Plan Register.

Learn more about plan allocation in this article.

Grants the ability to upload plan documents onto already allocated plan numbers within the Plan Register.

Learn more about plan uploading in this article.

Modifying project information is ordinarily restricted to members of that project's team.

Regardless of project team membership, granting this privilege enables the ability to:

• add or remove team members on projects
• modify existing project information
• modify the billing entity on a project
• add or change any project or contact call logs (users are ordinarily limited to modifying call logs they have made themselves)

Accessing project information, such as timesheets, invoices and to-dos, is ordinarily restricted to members of that project's team.

Regardless of project team membership, granting this privilege enables the ability to:

• access anyone's Project Dashboard using a dropdown people menu in the upper left corner:
  
  
  
  
  
• view project information such as to-dos, timesheets, invoices and work schedules in the view project popup, which can be accessed by clicking on a project number or searching for it:
  
  
  
  
• run Projects Dashboard Export reports for anyone's projects
  
  
• run a Timesheets and Invoices Report for all projects
  
  
• view invoicing information with an Address Book Analysis Report

By default, you can only use the Bulk Move Timesheets tool to move WIP timesheets onto a project that you are captain of.

Grant someone this privilege to enable moving timesheets:

• from/to any project; and
• that are already allocated to an invoice.

Learn more about the Bulk Move Timesheets tool in this article.

Existing timesheets can have their charge rates recalculated to match updated rates in:

• Positions Register, for whole of position rate changes
• User Accounts, for adjusting the charge rate on timesheets for a specific user
• Edit Project Details, for adjusting the charge rates for timesheets attached to a specific project

By default, backdating only applies to timesheets that are unallocated to an invoice (that is, those still in WIP status).

Granting this privilege enables a user to also backdate and recalculate rates for timesheets already allocated to an invoice.

Configuring who can view or modify timesheets is configured on a per-person basis in the User Accounts page.

Granting this privilege enables the ability to:

• view and manage information for users who have previously been deleted on the Staff page
  
  
  
• run the Staff Info spreadsheet on the Staff page
  
  
  
• view emergency contact information on the Staff page
  
  
  
• view Timesheets of staff who have been terminated or deleted

Enables modifying anyone's curricula vitae on the Staff page.

Enables creating, modifying and removing user accounts via the User Accounts page in Settings.

Enables changing a user profile picture for a user account via the User Accounts page in Settings, without the ability to otherwise modify the details of that person's user account.

• Whether the day is a public holiday, and if so if that PH is for just a specific branch office (e.g., a Show Holiday)
• Whether the day is part of a close-down period – e.g., Christmas and New Year's.

You can learn more about configuring public holidays and close-down periods in this article.

By default, non-privileged users only see the name of someone who’s been marked as away in the Who’s In? calendar.

When you grant this privilege to someone, they can see the full details about someone being away – e.g., what type of leave they’re on, who approved the request, what date the request was approved, etc.

By default, leave requests are sent to the person who is assigned their manager in the User Accounts page, where only that manager is able to approve or deny the request.

You can optionally configure what in Hiro is called “Delegate Access”, which enables a secondary person to approve someone’s request if a manager is not available to do so. You can learn more about this process here.

This privilege enables someone to approve/deny leave requests regardless of whether they are the manager of that person or if they’ve been assigned a delegate for that person.