Difference between revisions of "Access rights"

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''User groups page: [http://cloud.protemos.com/user-group/index/ http://cloud.protemos.com/user-group/index]''
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''Access rights for managers page: [https://cloud.protemos.com/site/access-rights https://cloud.protemos.com/site/access-rights]''
 
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Go to '''System => User groups''':
 
  
[[File:SM User groups.jpg|border|170px]]
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Go to '''Settings⇾Access rights'''.
  
Use this menu screen to see access rights for various user groups.
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Use this menu screen to see levels of access rights in the system and the permissions that are associated with each level:
  
[[File:user groups system permissions n.jpg|border|640px]]
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[[File:Acces rights.png|border|150px]]
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__FORCETOC__
  
- '''Project Managers''': may see only own projects, do not have access to finances, reports, and system menus.
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=='''Access rights for managers'''==
  
- '''Account Managers''': may see all projects and finances, but cannot see reports and system menus.
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Using the data from this table, you may define a certain level of access rights for your managers according to your needs:
  
- '''Administrators''': may see and modify everything but cannot change the company account owner.
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[[File:Managers and access rights table.png|border|1300px]]
  
So, if you want more rights to your '''PMs''', select the '''Account Manager''' role for them.
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To put it shortly, it means the following:
  
==1.35==
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*'''Owner'''—the only person who can delete the account. Has full Administrator rights
  
Go to '''System => User groups''':
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*'''Administrator'''—has full access to everything.
  
[[File:SM User groups.jpg|border|170px]]
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*'''(Senior) project and finance manager'''—has access to everything, but cannot create users, change system settings, and see financial reports.
  
Use this menu screen to see access rights for various user groups.
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*'''(Senior) project and client finance manager'''—the same as “Senior project and finance manager”, but all vendor-related finances are hidden from him. Select this if you want to hide what you pay to your vendors.
  
[[File:User groups final.jpg|border|1000px]]
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*'''(Senior) project and vendor finance manager'''—the same “Senior project and finance manager”, but all client-related finances are hidden from him. Select this if you want to hide what your clients pay to you.
  
* '''Administrator''': may see and modify everything but cannot change the company account owner.
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*'''(Senior) project manager'''—a project manager who cannot see any finances. Select this for those managers who should not enter and see any finance-related info.
  
* '''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.
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'''Senior''' means that the manager can see the projects of other managers. So if you want your managers to see only own projects, select the roles without “Senior”.
  
* '''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.
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*'''Finance manager'''—that’s the role for your accountant. It lets the user create invoices based on payables and receivables entered by project managers, and also enter payments from clients and to vendors. The finance manager cannot create or edit projects or assign jobs to vendors.
  
* '''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 other (not their own) receivables and payables. Do not have access to reports and system menus.
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*'''Client manager'''—can enter clients and their prices into the database. Everything else is hidden for this role.
  
* '''Finance manager''': has access only to finances menu.
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*'''Vendor manager'''—can enter vendors and their prices into the database. Everything else is hidden for this role.
  
* '''Vendor manager''': has access only to vendors menu.
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*'''Client and vendor manager'''—can enter clients and vendors and their prices into the database. Everything else is hidden for this role.
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=='''Access rights for clients and vendors'''==
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[[File:Acces r cl vend.png|border|1000px]]

Revision as of 15:33, 9 June 2020

Access rights for managers page: https://cloud.protemos.com/site/access-rights


Go to Settings⇾Access rights.

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

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Access rights for managers

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

1300px

To put it shortly, it means the following:

  • Owner—the only person who can delete the account. Has full Administrator rights
  • Administrator—has full access to everything.
  • (Senior) project and finance manager—has access to everything, but cannot create users, change system settings, and see financial reports.
  • (Senior) project and client finance manager—the same as “Senior project and finance manager”, but all vendor-related finances are hidden from him. Select this if you want to hide what you pay to your vendors.
  • (Senior) project and vendor finance manager—the same “Senior project and finance manager”, but all client-related finances are hidden from him. Select this if you want to hide what your clients pay to you.
  • (Senior) project manager—a project manager who cannot see any finances. Select this for those managers who should not enter and see any finance-related info.

Senior means that the manager can see the projects of other managers. So if you want your managers to see only own projects, select the roles without “Senior”.

  • Finance manager—that’s the role for your accountant. It lets the user create invoices based on payables and receivables entered by project managers, and also enter payments from clients and to vendors. The finance manager cannot create or edit projects or assign jobs to vendors.
  • Client manager—can enter clients and their prices into the database. Everything else is hidden for this role.
  • Vendor manager—can enter vendors and their prices into the database. Everything else is hidden for this role.
  • Client and vendor manager—can enter clients and vendors and their prices into the database. Everything else is hidden for this role.

Access rights for clients and vendors

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