The account manager would need all information related to his clients. To address that, we would select his clients and for all other options pick "based on other".
Metric.ai access rights example for account manager
The project lead would need access to his projects except finances. Departments, employees and roles should be available based on those projects. We would disable access to clients, companies and offices.
Metric.ai access rights example for project lead
The head of the department would need access his department but not the whole organization.
Metric.ai access rights example for the head of product department
Access for a client
Some agencies want to be transparent with clients on hours, especially on time and material projects. In that case we could give the Viewer permission with access to hours for projects of that client with detalization by roles.
Metric.ai access rights example for a client
Marketing department director in US office
All traditional cases can be covered by Metric.ai's access control settings. Let's set up access rights for a marketing director who works on internal projects for the agency and does not need metrics for the production office, but only for projects related to marketing. We will place him in a management group with access to finances and hours. We want the director to be able to see all levels of granularity for his department and offices in US.
Metric access rights example for a marketing department director in US office