Members of your Workspace belong to a Tier: Pro, Business, or Lite. Pro is the standard, default Tier. Upgrading a Member to the Business Tier gives them access to our financial features. The Lite Tier is only available on private clouds. A Lite Tier Member can only be assigned a Lite Profile.
Pro and Business Members of your Workspace can be assigned a Profile: Administrator, Member, or Limited. This Profile will determine what the Member can see and do throughout Cirkus. When adding Members to a Project, their Workspace Profile will be assigned to them by default. However, with Project Membership set to Advanced, your Members can be assigned a different Profile per Project.
Learn how to edit a Member's Profile and Tier here.
Legend: ✔ Yes ✖ No n/a Not applicable to this Profile
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| Can they… | Admin | Member | Limited | Lite (Private Cloud Only) |
|---|
▸ See Show / hide ⌄
| See all Projects in the Workspace | ✔ | ✔ | ✖Only Projects they have been invited to. | ✖Only Projects they have been invited to. |
| See Project Info & Fields | ✔ | ✔ | ✔ | ✔ |
| See all Time Reported on a Project | ✔ | ✔ | ✔ | ✔ |
| See Project Comments, Files & Activity (history) | ✔ | ✔ | ✖ | ✖ |
| See all Tasks in the Workspace | ✔ | ✔ | ✖Only Tasks they're assigned to, created, are mentioned on, or are assigned to a subtask of. | ✖Only Tasks they're assigned to, are mentioned on, or subtasks they created. |
| See Task Info & Fields | ✔ | ✔ | ✔ | ✔ |
| See all Time Reported on a Task | ✔ | ✔ | ✔ | ✔ |
| See Task Comments, Files & Activity (history) | ✔ | ✔ | ✔ | ✔ |
| See all Bookings in the Workspace | ✔ | ✔ | ✖Only Bookings they are involved in. | ✖Only Bookings they are involved in. |
| See Booking Info & Fields | ✔ | ✔ | ✔ | ✔ |
| See all Time Reported on Bookings | ✔ | ✔ | ✔ | ✖ |
| See Booking Comments, Files & Activity (history) | ✔ | ✔ | ✔ | ✔ |
| See their own Schedule | ✔ | ✔ | ✔ | ✔ |
| See other Members' or Resources' availability or Schedule | ✔ | ✔ | ✔Shown as unlabeled "busy" blocks. | ✔Shown as unlabeled "busy" blocks. |
| See Dashboards | ✔ | ✔ | ✖ | ✖ |
| See Workspace Members | ✔ | ✔ | ✖ | ✖ |
| See Workspace Roles & Groups | ✔ | ✔ | ✔ | ✔ |
| See Workspace Resources | ✔ | ✔ | ✖ | ✖ |
| See Workspace Companies & Contacts | ✔ | ✔ | ✖ | ✖ |
| See Workspace Templates & Triggers | ✔ | ✖ | ✖ | ✖ |
| See the Status of their own Requests | ✔ | ✔ | ✔ | ✔ |
| See Pending Requests made by others | ✔ if Approver | ✔ if Approver | ✖ | ✖ |
| See Workspace Settings | ✔ | ✖ | ✖ | ✖ |
▸ Create Show / hide ⌄
| Create Tasks | ✔ | ✔ | ✔ | ✖ Only via Requests |
| Create Subtasks | ✔ | ✔ | ✔ | ✔ |
| Create Bookings | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✔ Only via Requests |
| Create Projects | ✔ | ✔ | ✔ | ✔ Only via Requests |
| Create Subprojects | ✔ | ✖ | ✖ | ✖ |
| Create Dashboards | ✔ | ✖ | ✖ | ✖ |
| Create or Invite Workspace Members | ✔ | ✖ | ✖ | ✖ |
| Create Workspace Roles & Groups | ✔ | ✖ | ✖ | ✖ |
| Create Workspace Resources | ✔ | ✖ | ✖ | ✖ |
| Create Companies & Contacts | ✔ | ✔ | ✖ | ✖ |
| Create Templates & Triggers | ✔ | ✖ | ✖ | ✖ |
| Create Folders & Shortcuts | ✔ | ✔ | ✔ | ✔ |
| Create their own Schedule Views | ✔ | ✔ | ✔ | ✔ |
| Create or Run an Advanced Search | ✔ | ✔ | ✔Only returns what they have permission to see. | ✔Only returns what they have permission to see. |
▸ Edit (includes Add & Remove) Show / hide ⌄
| Edit Project/Subproject Info | ✔ | ✖ | ✖ | ✖ |
| Edit Project/Subproject Custom Fields | ✔ | ✖ | ✖ | ✖ |
| Edit Project Members | ✔ | ✖ | ✖ | ✖ |
| Add themselves to Projects | ✔ | ✔ | ✖ | ✖ |
| Edit Project Members' Permissions for a Project | ✔ | ✖ | ✖ | ✖ |
| Have a different Permission Profile at the Project level | ✔ | ✔ | ✔ | ✖ |
| Edit Project/Subproject Start/End & Due Dates | ✔ | ✖ | ✖ | ✖ |
| Edit Task/Subtask Info | ✔ | ✔ | ✔ | ✔ |
| Set a Task/Subtask's Status | ✔ | ✔ | ✔ | ✔ |
| Edit Task/Subtask Custom Fields | ✔ | ✔ | ✔ | ✔ |
| Edit Task/Subtask Assignees | ✔ | ✔ | ✔ | ✔ |
| Edit Task/Subtask Start/End & Due Dates | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✔ |
| Set Task/Subtask Schedule Status | ✔ | ✔ | ✔ | ✔ |
| Move a Task to another Project | ✔ | ✔ | ✔ | ✖ |
| Change Task/Subtask Settings (Parent Status, Involved, etc.) | ✔ | ✔ | ✔ | ✔ |
| Force Clear Task/Subtask Conflicts | ✔ | ✔ | ✔ | ✖ |
| Edit Booking Info | ✔ | ✔ | ✔ | ✖ |
| Edit Booking Custom Fields | ✔ | ✔ | ✔ | ✖ |
| Edit a Booking's Involved Members & Resources | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✔*Has its own setting, separate from the member type, that can be changed for any member. | ✖ |
| Edit Booking Dates/Times | ✔ | ✔ | ✔ | ✖ |
| Set Booking Schedule Status | ✔ | ✔ | ✔ | ✖ |
| Move a Booking to another Project | ✔ | ✔ | ✔ | ✖ |
| Force Clear Booking Conflicts | ✔ | ✔ | ✔ | ✖ |
| Edit Dashboards | ✔ | ✖ | ✖ | ✖ |
| Edit Workspace Members & Permissions | ✔ | ✖ | ✖ | ✖ |
| Edit Workspace Roles & Groups | ✔ | ✖ | ✖ | ✖ |
| Edit Workspace Resources | ✔ | ✖ | ✖ | ✖ |
| Edit Workspace Companies & Contacts | ✔ | ✔ | ✖ | ✖ |
| Edit Templates & Triggers | ✔ | ✖ | ✖ | ✖ |
| Edit Workspace Settings | ✔ | ✖ | ✖ | ✖ |
▸ Collaborate: Comments, Mentions & Files Show / hide ⌄
| Add comments on Tasks/Bookings | ✔ | ✔ | ✔ | ✔ |
| Add comments on Projects | ✔ | ✔ | ✖ | ✖ |
| @mention other Members in comments | ✔ | ✔ | ✔ | ✔ |
| Be @mentioned in comments | ✔ | ✔ | ✔ | ✔ |
| Use Private Comments | ✔ | ✔ | ✔ | ✔ |
| Edit/Delete their own comments | ✔ | ✔ | ✔ | ✔ |
| Edit/Delete someone else's comments | ✖ | ✖ | ✖ | ✖ |
| Upload & Download Files on Tasks/Bookings | ✔ | ✔ | ✔ | ✔ |
| Upload & Download Files on Projects | ✔ | ✔ | ✖ | ✖ |
| Share a Schedule View with the Workspace | ✔ | ✖ | ✖ | ✖ |
| Share an Advanced Search with the Workspace | ✔ | ✖ | ✖ | ✖ |
▸ Requests & Approvals Show / hide ⌄
| Submit Requests | ✔ | ✔ | ✔ | ✔ |
| Approve Requests | ✔ if configured | ✔ if configured | ✔ if configured | ✖ |
▸ Report Time & Export Reports Show / hide ⌄
| Report time for themselves on Tasks/Bookings/Projects | ✔ | ✔ | ✔ | ✔ |
| Report time for others on Tasks/Bookings/Projects | ✔ | ✖ | ✖ | ✖ |
| Export Time & Utilization Reports on Tasks/Bookings/Projects | ✔ | ✔ | ✔ | ✖ |
| Export Advanced Search Results | ✔ | ✔ | ✔ | ✔ |
▸ Remove, Restore & Delete Show / hide ⌄
| Leave a Project | ✔ | ✔ | ✔ | ✔ |
| Remove, Restore and Permanently Delete Projects | ✔ | ✖ | ✖ | ✖ |
| Remove & Restore Tasks | ✔ | ✔ | ✔ | ✔ |
| Permanently Delete Tasks | ✔ | ✔ | ✔ | ✖ |
| Delete a Booking | ✔ | ✔ | ✔ | ✖ |
| Delete the Workspace | ✔ | ✖ | ✖ | ✖ |
▸ Personal Settings & Notifications Show / hide ⌄
| Use the Mobile app | ✔ | ✔ | ✔ | ✔ |
| Configure Notifications | ✔ | ✔ | ✔ | ✔ |
| Receive Email & Push Notifications | ✔ if configured | ✔ if configured | ✔ if configured | ✔ if configured |
| Sync their bookings to an external calendar | ✔ | ✔ | ||
| Access Calendar Subscription | ✔ | ✔ | ✔The info in their calendar subscription follows these permissions. | ✔The info in their calendar subscription follows these permissions. |
| Customize Menu Bar Appearance | ✔ | ✔ | ✔ | ✔ |
| Configure MFA | ✔ | ✔ | ✔ | ✖ |
| Create an API Key | ✔ | ✔ | ✔ | ✔ |
▸ Business Tier: Quotes & Rates Show / hide ⌄
| See Quotes | ✔ | ✔ | ✔ | n/a |
| Create Quotes | ✔ | ✔ | ✔ | n/a |
| Edit Quotes | ✔ | ✔ | ✔ | n/a |
| Remove Quotes | ✔ | ✔ | ✔ | n/a |
| See Rates in Quotes | ✔ | ✔ | ✔ | n/a |
| See Rate Cards | ✔ | ✔ | ✔ | n/a |
| Create Rate Cards | ✔ | ✔ | ✔ | n/a |
| Edit Rate Cards | ✔ | ✔ | ✔ | n/a |
| Edit Rates in Quotes | ✔ | ✔ | ✔ | n/a |
| Edit base Rates on Members, Roles & Resources | ✔ | ✖ | ✖ | n/a |
| Remove Rate Cards | ✔ | ✔ | ✔ | n/a |
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