Users can be given different permissions within Kiplot. To manage the roles that each User has, navigate to the to the Manage Users tab. Clicking on the ‘key’ icon associated to a user’s name will enable you to see the permissions set for that user:

Align each drop-down according to the permission type you would like to assign to the user. For more information on each role and their respective permission options:

Application

User Role

This section grants a user permission across the entire application.

Strategic Portfolio

Strategic Portfolio

This section provides access to the Strategic Portfolio, allowing users to set OKRs and managing both initiatives and outcomes.

Financials

This section provides access to the Financials feature where users can track Costs and Benefits (Actual, Forecasted and Planned) against Initiatives.

Delivery Portfolio

Project Profile

In the Project Profile module, users can access the depository of projects that are being evaluated for approval.

Initiatives

In the Initiatives module, users can access the depository of initiatives that are being evaluated for approval.

Time Tracking

The time tracking module allows users to submit personal timesheets. Only System Administrators who have Timesheet Approver or Timesheet User access will be able to edit and approve the timesheets of other users. Timesheet Approvals must be turned on by your System Administrator.

Permissions: Approvals not enabled

Permissions: Approvals enabled

❕ Please note that the Time Tracking module is restricted to organizations that are subscribed to it.

Reporting

Reports

The reports module houses all reports created in Kiplot.

Derived Datasets

This section grants users permission to create derived datasets.

Adding Users to Teams

In the Manage Users page there is a ‘Teams’ tab. These Teams don’t relate to the Teams that have been set up in the Strategic Portfolio for purposes of capacity planning, but instead allow you to grant groups of users permissions, rather than having to handle each user individually. This is particularly helpful when sharing reports in Kiplot.

There are a number of preset teams available in Kiplot.

If you add a user to one of these teams, they’ll automatically be granted the correct permissions. Similarly, if you give an individual user specific permissions, they’ll automatically be added to the relevant team.

As an example, if an individual User is given Timesheet Approver permissions, they will appear in the ‘Timesheet Approvers’ group automatically. Alternatively, if I was to add a user to the Timesheet Approver team, they’d automatically be granted Approver permissions.