Access rights
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, 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.
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:
