Table of contents:
- Introduction
- 7pace roles and their monday.com role associations
- How to change the role association?
- How to change roles for individual users?
- Additional information and limitations
Introduction
7pace Timetracker integrates with monday.com, combining its roles and permissions with those defined in monday.com. This means that a user’s 7pace role is automatically assigned based on their corresponding monday.com role, whether they are a Guest, Member, or Admin. This permission setting can be customized in two ways: either by modifying the default association between 7pace and monday.com roles or by adjusting roles for individual users.
7pace roles and their monday.com role associations
7pace Timetracker uses four distinct roles, each with specific permissions. Upon installation, users are automatically assigned a 7pace role based on their current monday.com role. This default association applies to any new users added to the monday.com instance and is updated whenever a user's monday.com role changes:
Note: Viewers don't have access to 7pace Timetracker.
This default association is designed to strike a balance between collaboration and transparency for team members (monday.com Members) while protecting sensitive company data when working with external contributors, such as agency workers and freelancers (monday.com Guests).
If this setup doesn’t fully align with your privacy needs—for example, if you'd prefer stricter control over who can view work logs—you can easily adjust the role associations to meet your specific requirements.
How to change the role association?
You can easily modify the default role associations between 7pace and monday.com to better suit your organization’s needs. This configuration is especially beneficial for larger companies, where adjusting individual user roles can be cumbersome. Apps in the monday.com marketplace grant direct access to all users once installed. By setting a default association based on monday.com roles, organizations can efficiently manage permissions for the entire team, including new users joining the instance.
To change the role associations, 7pace or monday.com Admins can navigate to the app settings and select the Roles & Permissions tab. Here, you will find an overview of the 7pace roles, along with details about their permissions and their currently associated monday.com role.
In this example, we will modify the association so that monday.com Members can only view and manage their own worklogs. Upon installation, monday.com Members are mapped to the 7pace Team role, which allows them to also see others' worklogs. We want to change this association so that monday.com Members are linked to the 7pace Individual role.
To do this, select the 7pace Individual role from the left-side list and click Edit.
A pop-up will appear, allowing you to change or add the associated monday.com role. Add Member in this case.
If the monday.com role is already associated to another 7pace role, a notification will inform you of this.
Click Save.
Now, monday.com Members will have the 7pace Individual role assigned, enabling them to see and manage only their own time. This change will also apply to any new members added in the future.
You can adjust these associations in different ways based on your needs. For instance, if you're part of a smaller organization where all members should have 7pace Admin rights, you can assign the monday.com Member role to the 7pace Admin role. This will grant all monday.com Members access to the full set of 7pace permissions.
If you determine that a specific 7pace role should not be utilized, simply assign None to that role (similar to the 7pace role 'Manager' which is not associated with any monday.com role upon installment). You can also choose to completely remove the association for specific monday.com roles, ensuring they do not have a corresponding 7pace role.
How to change roles for individual users?
It is also possible to change roles and permissions on an individual level. For instance, if your monday.com instance primarily consists of Members due to privacy concerns, but you have a few team leads who require higher 7pace role permissions without altering their monday.com roles, you can adjust their 7pace roles individually. This adjustment will override the association set up in the Roles and Permissions tab.
To do this, 7pace or monday.com Admins can navigate to the Users tab in the app settings area. Here, you'll find a list of your monday.com users along with their current 7pace roles. Users who have not yet authorized 7pace Timetracker will be indicated, as their roles cannot be adjusted until they complete this authorization.
You can change a user's role using the dropdown menu, or assign them the 'None' role, which prevents access to 7pace Timetracker if needed. This will override their default association set up in the Roles & Permissions tab. Additionally, you have the option to revert back to the original association at any time.
Please note that once a specific role is selected, it will override the default association. This means that even if the role association or their monday.com role changes later, the selected 7pace role will remain unchanged. To restore the user to the default association, choose 'Reset to default.'
You can also bulk modify users to assign roles and utilize filters or search functions to narrow down specific users as required.
Additional information and limitations
- In addition to the 7pace Admin, all monday.com Admins will have access to the 'Roles & Permissions' and the 'Users' tab in the settings area. This ensures that changes can be reverted by any monday.com Admin if needed
- monday.com Guests can only be associated to the 7pace Individual Role
- monday.com Viewers cannot be associated with any 7pace role and therefore do not have access to 7pace Timetracker
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