Beta Permissions: What changes automatically when joining the beta?

Harvest beta permissions give teams more flexibility by expanding options for the mid-level permission. Managers (formerly Project Managers) in accounts with beta permissions turned on can now have assigned people, edit time and expenses, create estimates, and manage clients and tasks in the account. They also have expanded access to invoices. For full details about our beta permissions, see Beta Permissions:  An overview of what's new. When an Administrator joins the beta, the entire account will be opted in to beta permissions features. 

What changes immediately?

This chart outlines what will change for Project Managers automatically upon joining the beta:

  Non-beta Harvest Beta Harvest
Permission labels Harvest has 3 permission levels: Regular User, Project Manager, Administrator Harvest keeps 3 permission levels, but renames them: Member, Manager, Administrator
Creating tasks If a Project Manager has permission to create projects, they can create tasks via the project form. If a Manager has permission to create projects, they cannot create tasks unless opted in to this ability.
Seeing a project’s draft invoices If a Project Manager can create invoices for projects they manage, they can create and edit only the draft invoices they created. If a Manager can create invoices for projects they manage, they can view, create, and edit all draft invoices for those projects, including invoices created by others.
Seeing a project’s non-draft invoices If a Project Manager can create invoices for projects they manage, they lose access to invoices after they’re sent. If a Manager can create invoices for projects they manage, they will see a read-only view of all non-draft invoices for projects they manage, including invoices created by others. 
API access Project Managers have limited functionality. Managers have expanded functionality that aligns with their new access.

New beta features that Administrators can optionally grant to Managers (formerly Project Managers):

With beta permissions enabled, Administrators can also give Managers in their account some new optional permissions. These permissions will not be automatically enabled for Mangers upon joining the beta, but Administrators can opt their teammates into these permissions in their user profiles:

  • The ability to report on and approve time and expenses for their assigned people (in addition to giving them access to specific projects).
  • The ability to edit time and expenses for projects they manage and/or their assigned people.
  • The ability to create clients and tasks in the account.
  • The ability to create and edit estimates in the account.

For full details about Manager permissions in the beta see Beta Permissions:  What's new for Project Managers?

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