Kiplot User Permissions

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.

Permission TypeRights
Kiplot AdministratorCan configure settings. Can manage user permissions and members in teams. Can view and edit all reports and datasets
AdministratorSimilar to Kiplot Administrator, used as a title to differentiate business hierarchy
Can Manage UsersCan manage user permissions and members in teams
MemberDefault user. Can be assigned to roles / permissions for modules

Strategic Portfolio

Strategic Portfolio

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

Permission TypeRights
AdministratorCan edit all Portfolio items. Can edit configuration
Full AccessCan edit all Portfolio Items. Can edit timesheets of other users
MemberCan view all Portfolio items. Can edit Portfolio items that are shared with the user
No AccessCannot view any Portfolio items. Can view / edit Portfolio items that are shared with the user

Financials

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

Permission TypeRights
AdministratorCan edit all financial data for portfolio items the user can access. Can edit configuration for financials feature
No AccessCannot view financial data. No access to the Financials feature

Delivery Portfolio

Project Profile

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

Permission TypeRights
AdministratorCan edit all projects. Can approve projects. Can edit configuration
Can Create ProjectsCan create new projects. Can view / edit projects that are shared with the user
MemberCan view / edit projects that are shared with the user

Initiatives

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

Permission TypeRights
AdministratorCan edit all initiatives. Can approve initiatives. Can edit configuration.
Can Create InitiativesCan create new initiatives. Can view / edit initiatives that are shared with the user
MemberCan view / edit initiatives that are shared with the user

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

Application PermissionsTimesheet PermissionsRights
Kiplot Admin / AdminTimesheet UserCan edit and submit timesheets
Manage UsersTimesheet UserCan submit timesheets
MemberTimesheet UserCan submit timesheets

Permissions: Approvals enabled

Application PermissionsTimesheet PermissionsRights
Kiplot Admin / AdminTimesheet UserCan approve, edit and submit timesheets
Manage UsersTimesheet UserCan submit timesheets
MemberTimesheet UserCan submit timesheets
Kiplot Admin / AdminTimesheet ApproverCan approve, edit and submit timesheets
Manage UsersTimesheet ApproverCan approve, edit and submit timesheets
MemberTimesheet ApproverCan approve, edit and submit timesheets

❕ 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.

Permission TypeRights
Can Create Reports and DatasetsCan create new reports and datasets. Can view / edit reports that are shared with the user
MemberCan view / edit reports that are shared with the user

Derived Datasets

This section grants users permission to create derived datasets.

Permission TypeRights
Can Derive DatasetsCan edit logic in bespoke datasets that have been configured by Kiplot using SQL.
No AccessNo Access

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.

User Teams tab

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.

TeamPermissions
All UsersBasic access to Kiplot
Alpha UsersKey users who have been granted access to test new features in its earliest stages of development, which are inaccessible by other users
Beta Users Larger group of key users invited to test a more advanced version of the new feature, typically after the alpha testing phase. Also inaccessible by other users
Initiative Admins Rights to create, edit and delete on the Initiative module only (within Project profile)
Project Profile AdminsRights to create, edit and delete on Project Profile module only
Timesheet Users Access to their own timesheet under ‘My Timesheet’ in Time Tracking Module
Timesheet ApproversAbility to edit and approve timesheets of users

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