- A capability answers: may you do this at all?
- A supervision scope answers: for whom?
time.viewOthers, so she may view other people’s hours. Her scope
decides whose hours those are.
If someone tells you “I have the permission but I still cannot see it”, the answer is
almost always scope.
What a scope controls
One setting governs two things at once. This is worth reading twice, because naming only half of it is what confuses people. A scope decides:- Which people you can act on – their time, leave and timecards.
- Whether you see every project, or only the ones you manage or are staffed on.
The five levels
Scope is set on a role, from narrowest to widest.
The longer explanation of each:
None
None
Projects they manage or are assigned to, and nobody else’s time, leave or
timecards – even if they hold the permissions.This is the default for Members and Contractors. Sarah sees her own work and the
projects she is on. She does not see what Jonas tracked.
Project
Project
Projects they manage or are assigned to, plus anyone who shares one of those
projects with them.Priya manages the Bluebird Website Redesign. Sarah and Jonas are both on it, so
Priya can see and approve their time on any project they share with her.
Group
Group
Projects they manage or are assigned to, plus anyone in the same
group.Being in a group does not by itself add a project. This scope widens the
people, not the project list.
Project + group
Project + group
Both of the above. Their projects, plus anyone on those projects or in the
same group.Use this when a team lead runs projects and also line-manages people who are not
on those projects.
Workspace
Workspace
Every project and every person, with no filter.Use for Owners, Admins, Finance, and small teams with no meaningful split.
Default scope for each role
Two roles have a locked scope. An Owner is always Workspace – they cannot lose
sight of their own business. A Client is always None – the portal firewall depends
on it. Neither can be changed.
Which permissions actually need a scope
Most permissions do not care about scope. Editing a task or creating a project is about the thing, not about a person. Scope matters for the permissions that reach across people:
A capability from this list is meaningless at scope None – you hold the
permission but it has nobody to apply to. The role editor warns you about that
combination.
A worked example
Northwind Studio has two client teams.- Priya is a Project Manager at scope Project. She runs Bluebird Coffee’s Website Redesign and Harbor Logistics’ Mobile App.
- Sarah and Jonas are on the Bluebird project.
- Ana is a contractor on the Fenwick Legal Brand Refresh only.
Now Tom (Admin, scope Workspace) sees all four people and all four projects,
because his scope has no filter.
If Northwind wants Priya to cover for Ana’s manager during holidays, they have two
options: add Priya to the Fenwick project, or widen her scope to include her group.
How scope interacts with reports
A report is not exempt from scope. The report runs, but the rows it returns are filtered to what you may see. That means two people can open the same saved report and get different totals, and both are correct. Priya’s version of a “Hours by person” report shows the people in her scope. Tom’s shows everyone. This is deliberate – it lets you share one report definition across a team without leaking data. See report permissions.Scope and cost are different walls
Scope decides whose data you see. It does not decide which numbers you see. Cost rates and margin are hidden by a separate capability check (rate.viewCost, time.viewCost). Someone can have workspace-wide scope and still
never see what people cost. See cost rates.
Permissions
Common questions
Why can my manager not approve someone's timesheet?
Why can my manager not approve someone's timesheet?
Their scope does not reach that person. Either add the manager to a project the
person works on, put them both in the same group and use a group scope, or widen
the role to workspace scope.
Can I set scope for one person instead of a whole role?
Can I set scope for one person instead of a whole role?
Scope lives on the role. To give one person a different reach, build a custom
role for them. Per-person overrides can only
take permissions away, not widen scope.
Does group membership add projects?
Does group membership add projects?
No. A group scope widens which people you can act on. It does not add their
projects to your list.
Why do two people see different report totals?
Why do two people see different report totals?
Because report rows are scoped. Each person sees the slice they are allowed to
see. Nothing is broken.
Can an Owner lose visibility of a project?
Can an Owner lose visibility of a project?
No. The Owner role is locked to workspace scope precisely so this cannot happen.
Related guides
Roles and permissions
The capability half of the check.
Custom roles
Where scope is set.
Groups
Standing teams that a scope can follow.
Project visibility
Which projects appear in your list.