Difference between revisions of "Access rights"
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* '''Senior project and finance manager''': may see all quotes, projects, jobs, clients, vendors, and finances but does not have access to reports and system menus. | * '''Senior project and finance manager''': may see all quotes, projects, jobs, clients, vendors, and finances but does not have access to reports and system menus. | ||
| − | + | * '''Senior project manager''': may see all quotes, projects, jobs, clients, and vendors but does not have access to finances, reports, and system menus. | |
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| + | * '''Project manager''': may see only their own quotes, projects, jobs, clients, and vendors but does not have access to finances, reports, and system menus. | ||
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- '''Account Managers''': may see all projects and finances but cannot see reports and system menus. | - '''Account Managers''': may see all projects and finances but cannot see reports and system menus. | ||
Revision as of 14:12, 1 June 2018
User groups page: http://cloud.protemos.com/user-group/index
Go to System => User groups:
Use this menu screen to see access rights for various user groups.
- Project Managers: may see only own projects, do not have access to finances, reports, and system menus.
- Account Managers: may see all projects and finances, but cannot see reports and system menus.
- Administrators: may see and modify everything but cannot change the company account owner.
So, if you want more rights to your PMs, select the Account Manager role for them.
1.35
o to System => User groups:
Use this menu screen to see access rights for various user groups.
- Administrator: may see and modify everything but cannot change the company account owner.
- Senior project and finance manager: may see all quotes, projects, jobs, clients, vendors, and finances but does not have access to reports and system menus.
- Senior project manager: may see all quotes, projects, jobs, clients, and vendors but does not have access to finances, reports, and system menus.
- Project manager: may see only their own quotes, projects, jobs, clients, and vendors but does not have access to finances, reports, and system menus.
- Account Managers: may see all projects and finances but cannot see reports and system menus.
So, if you want more rights to your PMs, select the Account Manager role for them.
