User Tiers

Overview

The User Tier feature, located in Global Settings ⚙️, is a powerful tool for standardizing how resource costs are calculated across your projects. By creating tiers based on roles or seniority (e.g., Junior Developer, Senior Analyst), you can assign a default cost to each tier. This streamlines financial planning by automatically applying a baseline cost for every team member, while still allowing for project-specific overrides.

1. The User Tier Dashboard

The main User Tier screen provides a list of all the cost tiers you have configured for your organization.

• Search Bar: Allows you to quickly find a specific tier.
• + Create User Tier Button: The primary action to add a new tier to the system.

The dashboard table displays the following information:

Column	Description
TITLE	The name of the user tier (e.g., A, B, Senior).
COST (USD)	The default numerical cost associated with that tier (e.g., an hourly rate).
ACTIONS	Icons to Edit (pencil) or Delete (trash can) the tier.

2. How to Create a New User Tier

1. From the User Tier dashboard, click the + Create User Tier button.
2. The "Add User Tier" modal will appear.
3. Fill in the required information:

Field	Description
User Tier *	Enter a name for the tier (e.g., Developer, Designer, Lead).
Cost *	Enter the default numerical cost for this tier. This will be the baseline rate for calculations.

Click the Add button to save the new tier. It will now appear in the list and be available to be assigned to users.

3. How to Manage Existing User Tiers

You can easily edit or delete tiers from the list to keep your system aligned with your organization's needs.

Editing a User Tier

To change the name or cost of an existing tier:

1. Find the tier you wish to modify in the list.
2. Click the Edit (pencil) icon in its row.
3. The "Edit User Tier" modal will appear, pre-filled with the current information.
4. Make your desired changes to the User Tier name or its Cost.
5. Click Save to apply the updates.

Deleting a User Tier

To permanently remove a tier that is no longer in use:

1. Find the tier you wish to remove.
2. Click the Delete (trash can) icon in its row.
3. A confirmation prompt will appear to prevent accidental deletion. Confirm the action to proceed.

Before You Delete

Be cautious when deleting a User Tier. If the tier is currently assigned to any users, it is best practice to re-assign them to a different tier first.

4. How User Tiers Integrate with Project Costing

This is where the power of the User Tier feature comes into play. It creates a simple, three-step workflow for managing resource costs.

Step 1: Create User Tiers (This Feature)

You define the standard tiers and their default costs here in the global settings, as described above.

Step 2: Assign Tiers to Users

Navigate to the main User Management screen. When you edit a user's profile, you will have the option to assign them to one of the User Tiers you've created.

Step 3: Automate and Override Project Costing

• Automatic Default Cost: When a user with an assigned tier is added to a project, Zymmr automatically uses the cost from their tier as their default resource cost for that project's financial calculations.
• Project-Level Override: The true flexibility comes from the ability to override this default. If, for a specific project, a user has a different rate, you can go into that project's Costing section and manually change their cost for that project only. The system will then use the overridden value, leaving the user's default tier cost unchanged for all other projects.

The Power of Standardization and Flexibility

This system provides both standardization for easy initial project setup and the flexibility to handle exceptions, making your project costing both efficient and accurate.