Access rights - Revision history

Anatoly.k: /* Settings */

2025-10-23T11:49:23Z

‎Settings

2025-10-23T11:48:00Z

‎Settings

2025-10-23T11:41:50Z

‎Access rights for managers

2025-10-23T11:39:02Z

‎Access rights for managers

2025-10-23T11:36:48Z

‎Access rights for managers

2025-10-23T11:22:12Z

‎Access rights for managers

2025-10-09T07:41:23Z

‎Access rights for managers

2025-10-08T09:16:11Z

‎Access rights for managers

2025-10-08T09:14:57Z

‎Access rights for managers

2025-09-11T12:10:48Z

@@ Line 57: / Line 57: @@
 ==='''Settings'''===
-The same logic applies to viewing settings: Each role (except “Administrator”) allows accessing certain settings sections in the view-only mode in accordance with the roles’ permissions.
+The same logic applies to viewing settings: Each role (except “Administrator”) allows accessing certain account settings sections in the view-only mode in accordance with the roles’ permissions.
 For instance, a manager with the “Project manager” role does not have access to such account settings as '''Payment methods''', '''Taxes''', '''CAT log conversion schemes''', '''Email templates''', etc., because this role does not include permissions to use corresponding features.

@@ Line 59: / Line 59: @@
 The same logic applies to viewing settings: Each role (except “Administrator”) allows accessing certain settings sections in the view-only mode in accordance with the roles’ permissions.
-For instance, a manager with the “Project manager” role does not have access to such sections as '''Payment methods''', '''Taxes''', '''CAT log conversion schemes''', '''Email templates''', etc., because this role does not include permissions to use corresponding features.
+For instance, a manager with the “Project manager” role does not have access to such account settings as '''Payment methods''', '''Taxes''', '''CAT log conversion schemes''', '''Email templates''', etc., because this role does not include permissions to use corresponding features.
 Please note that all the roles allow viewing the '''System values''' section.

← Older revision		Revision as of 11:41, 23 October 2025
Line 28:		Line 28:
	*'''Project and vendor finance manager''' — the same “Project and finance manager”, but without access to client receivables, invoices, and payments.		*'''Project and vendor finance manager''' — the same “Project and finance manager”, but without access to client receivables, invoices, and payments.

−	*'''Project manager''' — a manager without access to client receivables, vendor payables, payment methods, ~~related~~ invoices and payments.	+	*'''Project manager''' — a manager without access to client receivables, vendor payables, payment methods, their invoices and payments.

← Older revision		Revision as of 11:39, 23 October 2025
Line 20:		Line 20:

	*'''Administrator''' — has full access to everything.		*'''Administrator''' — has full access to everything.
		+

	*'''Project and finance manager''' — has access to everything, but cannot add managers and change system settings.		*'''Project and finance manager''' — has access to everything, but cannot add managers and change system settings.

← Older revision		Revision as of 11:36, 23 October 2025
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	*'''Project and vendor finance manager''' — the same “Project and finance manager”, but without access to client receivables, invoices, and payments.		*'''Project and vendor finance manager''' — the same “Project and finance manager”, but without access to client receivables, invoices, and payments.

−	*'''Project manager''' — a manager ~~who cannot see any finances. Select this for those managers who should not enter~~ and ~~see any finance-related info~~.	+	*'''Project manager''' — a manager without access to client receivables, vendor payables, payment methods, related invoices and payments.

@@ Line 23: / Line 23: @@
 *'''Project and finance manager''' — has access to everything, but cannot add managers and change system settings.
-*'''Project and client finance manager''' — the same as “Project and finance manager”, but all vendor-related finances are hidden from them. Select this if you want to hide what you pay to your vendords, vendor payment methods, prices, and taxes.
+*'''Project and client finance manager''' — the same as “Project and finance manager”, but without access to vendor payables, invoices, payments, and payment methods.
-*'''Project and vendor finance manager''' — the same “Project and finance manager”, but all client-related finances are hidden from them. Select this if you want to hide what your clients pay you, client prices, and taxes.
+*'''Project and vendor finance manager''' — the same “Project and finance manager”, but without access to client receivables, invoices, and payments.
 *'''Project manager''' — a manager who cannot see any finances. Select this for those managers who should not enter and see any finance-related info.

@@ Line 25: / Line 25: @@
 *'''Project and client finance manager''' — the same as “Project and finance manager”, but all vendor-related finances are hidden from them. Select this if you want to hide vendor payment methods, prices, and taxes.
-*'''Project and vendor finance manager''' — the same “Project and finance manager”, but all client-related finances are hidden from them. Select this if you want to hide what your clients pay you and their prices.
+*'''Project and vendor finance manager''' — the same “Project and finance manager”, but all client-related finances are hidden from them. Select this if you want to hide client prices and taxes.
 *'''Project manager''' — a manager who cannot see any finances. Select this for those managers who should not enter and see any finance-related info.