When you invite an Global User to a project, you’ll need to assign them a role.
This role determines:
- what timesheet activities they can log
- how their billable time is tracked in the borrowing office
The role ensures the user’s time entries are correctly matched to the project’s finance and reporting setup.
Default Role for Users
To make life easier for project managers (and reduce errors), we recommend setting up a default role for any user working across offices via the Global User workflow.
Anyone in the Operations Group can set this up via the Address Book.
How to set a Default Global Role
- Go to the Address Book
- Click the Users tab
- Find the user and click Edit
- Navigate to the Roles tab
- Click the Global User Role sub-tab
- Click Add New Global Role
- Choose an Approved Office from the dropdown
- Select a role from the available Global Roles
- Set the Default Role for that office
- Map it to the relevant Home Office Role
What is ‘Home Office – Mapped Roles’?
When setting up Global Roles for a user, you can optionally map each role in the borrowing office to an equivalent role in the user’s home office.
This is important because when time is duplicated back to the phantom project in the home office, it will be tracked using the mapped role and rate — ensuring the data aligns with that office’s financial setup.
Why Use Mapped Roles?
- If a user works as an Operations Director and a Copywriter in the borrowing office, each role can be mapped to its closest equivalent in the home office.
- This gives your finance team consistent, accurate cost tracking for cross-office work.
Mapped-Role Notes:
- You can set up different mappings for each Global Role.
- If the user only has one Global Role, mapping isn’t essential.
- If no mapped role is set, time in the phantom project will default to the user’s home office default role.
