Cinode is built for transparency, collaboration, and smarter decision-making. With the Cinode Business module, sales teams, managers, and employees can efficiently find and match the right skills and aspirations to the right projects.
By default, users with Manager rights have full access to all Business reports and overviews. However, for organisations—such as publicly listed companies—where stricter data governance is needed, Restricted Views allows you to limit access to specific views and functions. This feature ensures only authorised Managers see selected data, helping reduce exposure to insider information.
Note: Access control applies only to the Manager role and is available to customers using the Cinode Business module.
Which Views Can Be Restricted?
Project Reports
Pipeline History
Utilisation Forecast
Revenue Forecast
Sales Report
Planner Functions
Utilization Forecast
Delivery Rate
How Access is Controlled
Permissions are configured per view/function and aligned with the team hierarchy in Cinode. You can either:
Fully restrict access to a function, or
Allow access limited to specific teams or team levels.
How to Enable Team Access
To activate Restricted Views and Team Access:
Contact Cinode Support at support@cinode.com.
Once enabled, a new section called Restricted Views will appear under Administration > Company.
Configuring Team Access
After activation:
Go to Administration > Company > Restricted Views.
Toggle on the functions you want to restrict.
Navigate to Users to configure team access for each Manager.
⚠️ Without team access set, Managers will not see any information in restricted views.
Assigning Access
You can edit access for individual users or multiple users simultaneously.
When selecting multiple users, the same access level must be applied to all.
Steps:
Select the user(s)
Click Edit Access
Choose the functions to restrict
Assign the appropriate team level(s) the user(s) should access
What Users Will See
With Restricted Views enabled, visibility is based on access to either:
Owner Team – The team linked to the project
Delivery Team – The team the booked employee belongs to
Per View Access
Planner Forecast: Only Delivery Teams the Manager has access to will be visible; others will appear greyed out.
Delivery Rate: Displays projects connected to accessible Owner Teams.
Pipeline History: Shows pipeline history for projects under accessible Owner Teams.
Utilisation Forecast: Visualises only accessible Delivery Teams.
Revenue Report: Shows revenue from projects tied to accessible Owner Teams. (Note: Delivery Teams are always visible regardless of access.)
Sales Report: Includes all projects linked to accessible Owner Teams.
