Access rights

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Revision as of 14:45, 1 June 2018 by Anatoly.k (talk | contribs) (1.35)

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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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o 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, and vendors but does not have access to finances, reports, and system menus.
  • Project manager: may see only their own quotes, projects, jobs and those where they are assigned as a secondary manager.

Can also see clients and vendors but does not have access to finances, reports, and system menus.

  • Finance manager: has access only to finances menu.
  • Vendor manager: has access only to vendors menu.