Difference between revisions of "Access rights"
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[[File:Acces r cl vend.png|border|1000px]] | [[File:Acces r cl vend.png|border|1000px]] | ||
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| + | ''Roles and access rights: [https://cloud.protemos.com/site/access-rights https://cloud.protemos.com/site/access-rights]'' | ||
| + | ---- | ||
| + | |||
| + | Go to '''Settings ⇾ Access control ⇾ Roles '''. | ||
| + | |||
| + | Use this menu screen to see levels of access rights in the system and the permissions that are associated with each level: | ||
| + | |||
| + | [[File:Settings - access control - roles.png|border|300px]] | ||
| + | __FORCETOC__ | ||
| + | =='''Access rights for managers'''== | ||
| + | |||
| + | <span style="color:red">Described features will be available with the forthcoming system release.</span> | ||
| + | |||
| + | Using the data from this table, you may define a certain level of access rights for your managers according to your needs: | ||
| + | |||
| + | [[File:Role-based access control table.png|border|1200px]] | ||
| + | |||
| + | 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. | ||
| + | |||
| + | *'''Project and finance manager''' — has access to everything, but cannot add managers, change system settings, and see financial reports. | ||
| + | |||
| + | *'''Project and client finance manager''' — the same as “Project and finance manager”, but all vendor-related finances are hidden from them. Select this if you want to hide what you pay to your vendors. | ||
| + | |||
| + | *'''Project and vendor finance manager''' — the same “Project and finance manager”, but all client-related finances are hidden from them. Select this if you want to hide what your clients pay you. | ||
| + | |||
| + | *'''Project manager''' — a manager who cannot see any finances. Select this for those managers who should not enter and see any finance-related info. | ||
| + | |||
| + | *'''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 and vendor manager''' — can enter clients and vendors and their prices into the database. Everything else is hidden for this role. | ||
| + | |||
| + | *'''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. | ||
| + | |||
| + | *'''To-do Employee''' — this role allows a user to access to-dos assigned to them. | ||
| + | |||
| + | =='''Access rights for clients and vendors'''== | ||
| + | |||
| + | <span style="color:red">Described features will be available with the forthcoming system release.</span> | ||
| + | |||
| + | [[File:Clients and vendors table.png|border|1200px]] | ||
| + | |||
| + | =='''Client pools'''== | ||
| + | |||
| + | <span style="color:red">Described features will be available with the forthcoming system release.</span> | ||
| + | |||
| + | By default, managers can access all the client profiles and other client-related objects according to their role but you can limit the access of your managers to specific clients according to your needs. | ||
| + | To do so, you can create and assign a client pool to certain managers. For more info, please check the <U>[[Client pools|'''Client pools''']]</U> page. | ||
Revision as of 13:03, 19 July 2022
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:
Contents
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:
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
Roles and access rights: https://cloud.protemos.com/site/access-rights
Go to Settings ⇾ Access control ⇾ Roles .
Use this menu screen to see levels of access rights in the system and the permissions that are associated with each level:
Access rights for managers
Described features will be available with the forthcoming system release.
Using the data from this table, you may define a certain level of access rights for your managers according to your needs:
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.
- Project and finance manager — has access to everything, but cannot add managers, change system settings, and see financial reports.
- Project and client finance manager — the same as “Project and finance manager”, but all vendor-related finances are hidden from them. Select this if you want to hide what you pay to your vendors.
- Project and vendor finance manager — the same “Project and finance manager”, but all client-related finances are hidden from them. Select this if you want to hide what your clients pay you.
- Project manager — a manager who cannot see any finances. Select this for those managers who should not enter and see any finance-related info.
- 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 and vendor manager — can enter clients and vendors and their prices into the database. Everything else is hidden for this role.
- 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.
- To-do Employee — this role allows a user to access to-dos assigned to them.
Access rights for clients and vendors
Described features will be available with the forthcoming system release.
Client pools
Described features will be available with the forthcoming system release.
By default, managers can access all the client profiles and other client-related objects according to their role but you can limit the access of your managers to specific clients according to your needs. To do so, you can create and assign a client pool to certain managers. For more info, please check the Client pools page.
