Customizing Policies

Monograph Dashboard allows you to control the amount of access each person has by placing them in a custom policy level. By default, the first user on Monograph is placed into the "Master" level where they have complete control and edit-ability. From there, you can create unlimited custom policies as you see fit. 

Assigning a User's Access Level

When inviting a team member via the "TEAM" tab, you'll be prompted to select their access level.

Editing a User's Access Level

If you need to change a user's access level, take the following steps:

  1. Go to the TEAM tab
  2. Click on the name of the user
  3. Click on "Edit" on the top right corner. After selecting "Edit" you'll be able to adjust their permissions from the drop-down.

Things to Note

  1. Every user can edit their own timesheet's so by default we do not allow you to turn this off. 
  2. Every user can edit their own profile. 
  3. Every user can see who is on the team.
  4. Anyone who is assigned to a project can always see it. 
  5. In order to limit a team member's ability to view any financial information, create a profile that has all toggles off and apply that toggle to their profile.

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