|
|
| Line 1: |
Line 1: |
| | ''User groups page: [http://cloud.protemos.com/user-group/index/ http://cloud.protemos.com/user-group/index]'' | | ''User groups page: [http://cloud.protemos.com/user-group/index/ http://cloud.protemos.com/user-group/index]'' |
| | ---- | | ---- |
| − | Go to '''System => User groups''':
| |
| − |
| |
| − | [[File:SM User groups.jpg|border|170px]]
| |
| − |
| |
| − | Use this menu screen to see access rights for various user groups.
| |
| − |
| |
| − | [[File:user groups system permissions n.jpg|border|640px]]
| |
| − |
| |
| − | - '''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''':
| |
| − |
| |
| − | [[File:SM User groups.jpg|border|170px]]
| |
| − |
| |
| − | Use this menu screen to see access rights for various user groups.
| |
| − |
| |
| − | [[File:User groups final.jpg|border|1000px]]
| |
| − |
| |
| − | * '''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.
| |
| − |
| |
| − | ==1.35.1==
| |
| | | | |
| | Go to '''System => User permissions'''. | | 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:
Using the data from this table, you may define a certain level of permissions for your managers according to your needs:
