The Metis Company Roles are standard levels which give access to Zones across Metis, A.K.A. your Permission. Everyone in your business has to be assigned a Company Role. These are set by individual, and can be changed at any time by your Metis Administrator.
This article contains:
- Company Roles - Overview
- How do I change someone's Company Role?
- Additional Roles - Overview
- How do I assign someone an Additional Role?
Company Roles - Overview
There are five Company Roles in Metis, and therefore five levels of access:
- Level 1 - Director
- Level 2 - Manager
- Level 3 - Senior Consultant
- Level 4 - Consultant
- Level 5 - Associate
TIP - You can change the name of Company Roles to suit your business.
By assigning someone to a Company Role, you are automatically granting them the following access in Metis:
|
Company Role level |
Zone Access Granted |
View/Edit/Create Access Granted |
Consequences within Metis |
|
Level 1 - Director Level 2 - Manager |
- All Zones |
- Can View and Create |
- People level 1 and 2 can navigate to All Zones of Metis (except Settings and Manage unless they are an Admin). - Can also Create new Jobs, Opportunities, Clients & People. |
|
Level 3 - Senior Consultant Level 4 - Consultant Level 5 - Associate |
- Homepage - Timesheets & Expenses |
- Can View and Create |
- People levels 3, 4 & 5 can only navigate to Timesheets & Expenses, unless assigned an additional Metis role (see below). - Cannot also Create new Jobs, Opportunities, Clients & People. |
Want to see how the above views look in Metis? Click here.
How do I change someone's Company Role?
A person's Company Role level can be changed by the following people:
- A Metis Admin - Through Zones > Manage > People and through editing the person's profile through Zones > People
- A Level 1 - Director or a Level 2 - Manager - Through Zones > People
- A Line Manager - through My Homepage > Person's Profile
Additional Roles - Overview
The permission level given to a Person also dictates what Additional Roles they can be allocated within Metis. Let's look deeper into who can be allocated which role:
Roles that can be assigned:
- Administrator
- Job Lead
- Opportunity Lead
- Line Manager
- Client Owner
- Practice Lead
|
Additional Role |
Company Role Levels that can be assigned? |
Zone Access Granted |
View/Edit/Create Access Granted |
Consequences within Metis |
|
Administrator |
1, 2, 3, 4 & 5 (all levels) |
All Zones |
View, Edit, Create and Delete on everything in Metis |
Admins can navigate to all Zones of Metis, edit anything, create new Jobs, Opportunities and People. They can also edit Company Settings, approve all Timesheets and Expenses, and edit, delete and create any Timesheets & Expenses for other people in “ghost mode”. |
|
Job Lead |
1, 2, 3 & 4 |
Homepage, with links to Jobs I lead |
View Access from Homepage, Edit and Delete for Jobs I lead |
Job Leads can see job financials for their Jobs. They can also see hourly rates for all people / freelancers in the company through the Resource Plan. |
|
Opportunity Lead |
1, 2 & 3 |
Homepage, with links to Opportunities I lead |
View Access from Homepage, Edit and Delete for Opportunities I lead |
Opportunity leads can see opportunity financials for their Opportunities. They can also see hourly rates for all people / freelancers in the company through the Resource Plan. |
|
Line Manager |
1, 2, 3 & 4 |
Homepage, with links to People I manage |
View Access from Homepage, Edit for People I manage |
Line managers can see their Peoples’ hourly cost. They can edit those peoples’ profiles and can see those peoples’ utilisation level. |
|
Client Owner |
1 & 2 |
Clients I own |
Edit for Clients I own |
Client owners can edit details for their Clients only. |
|
Practice Lead |
1 & 2 |
Jobs and Opportunities in my Practice |
Edit for Jobs and Opportunities in my Practice |
Practice Leads can edit Jobs, Opportunities and people that are in their Practice. |
TIP - Be aware - By assigning someone as a Job Lead or an Opportunity Lead, they will have access to everyone's internal cost in the business through the Resource Plan.
How do I assign someone an Additional Role?
A person can be assigned an additional role as in the table above, in the following ways:
Making someone an Admin
- A Metis Admin - Through Zones > Manage > People and through editing the person's profile through Zones > People
- A Level 1 - Director or a Level 2 - Manager - Through Zones > People
- A Line Manager - through My Homepage > Person's Profile
Making someone a Job Lead
- A Metis Admin - Through Zones > Jobs > Details and Edit
- A Level 1 - Director or a Level 2 - Manager - Through Zones > Jobs > Details and Edit
Making someone an Opportunity Lead
- A Metis Admin - Through Zones > Opportunities > Details and Edit
- A Level 1 - Director or a Level 2 - Manager - Through Zones > Opportunities > Details and Edit
Making someone a Line Manager
- A Metis Admin - Through Zones > Manage > People and through editing the profile of the person who will be managed through Zones > People, and choose your intended Line Manager there
- A Level 1 - Director or a Level 2 - Manager - Through Zones > People
- A Line Manager - through My Homepage > Person's Profile
Making someone a Client Owner
- A Metis Admin - Through Zones > Jobs > Details and Edit
- A Level 1 - Director or a Level 2 - Manager - Through Zones > Jobs > Details and Edit
Making someone a Practice Lead
- A Metis Admin - Through Zones > Jobs > Details and Edit
- A Level 1 - Director or a Level 2 - Manager - Through Zones > Jobs > Details and Edit
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