Difference between revisions of "Access rights"

Revision as of 15:52, 6 August 2018

User groups page: http://cloud.protemos.com/user-group/index

Go to System => User groups:

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Use this menu screen to see access rights for various user groups.

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- 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.

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Go to System => User groups:

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Use this menu screen to see access rights for various user groups.

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• 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, and finances (except for invoices and payments) but does not have access to 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, and finances (except for receivables and payables of other managers, invoices, and payments. 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.

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Go to System => User permissions.

Use this menu screen to see permission levels in the system and the permissions that are associated with each level:

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Using the data from this table, you may define a certain level of permissions for your managers according to your needs:

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