Difference between revisions of "Access rights"
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* '''Senior project manager''': may see all quotes, projects, jobs, clients, vendors, prices, and finances (except for invoices and payments) but does not have access reports and system menus. | * '''Senior project manager''': may see all quotes, projects, jobs, clients, vendors, prices, and finances (except for invoices and payments) but does not have access reports and system menus. | ||
| − | * '''Project manager''': may see only their own quotes, projects, jobs and those where they are assigned as a secondary manager. They can also see clients, vendors, prices, and finances (except for invoices, payments, and | + | * '''Project manager''': may see only their own quotes, projects, jobs and those where they are assigned as a secondary manager. They can also see clients, vendors, prices, and finances (except for invoices, payments, and receivables and payables of other managers. Do not have access to reports and system menus. |
* '''Finance manager''': has access only to finances menu. | * '''Finance manager''': has access only to finances menu. | ||
* '''Vendor manager''': has access only to vendors and vendor prices menus. | * '''Vendor manager''': has access only to vendors and vendor prices menus. | ||
Revision as of 10:40, 6 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
Go 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, vendors, prices, and finances (except for invoices and payments) but does not have access reports and system menus.
- Project manager: may see only their own quotes, projects, jobs and those where they are assigned as a secondary manager. They can also see clients, vendors, prices, and finances (except for invoices, payments, and receivables and payables of other managers. Do not have access to reports and system menus.
- Finance manager: has access only to finances menu.
- Vendor manager: has access only to vendors and vendor prices menus.
