Person roles rights/en/ - Revision history

Writer: /* USER ACCESS */

2014-01-22T13:08:46Z

USER ACCESS

Writer: /* Advanced Access Rights */

2014-01-22T13:07:58Z

Advanced Access Rights

Writer: /* Advanced Access Rights */

2014-01-22T13:07:23Z

Advanced Access Rights

Writer at 13:12, 13 May 2013

2013-05-13T13:12:31Z

Writer at 09:01, 13 May 2013

2013-05-13T09:01:23Z

Writer: /* Advanced Access Rights */

2013-05-13T09:00:39Z

Advanced Access Rights

Writer: A

2013-05-10T14:48:31Z

Writer: Created page with "==Advanced Access Rights== Advanced access rights are edited in the tab ACCESS / ACCESS GROUPS: 1) Check if your licence includes advanced user rights (support@4pm.si). 2) In t..."

2013-05-10T14:04:37Z

Created page with "==Advanced Access Rights== Advanced access rights are edited in the tab ACCESS / ACCESS GROUPS: 1) Check if your licence includes advanced user rights (support@4pm.si). 2) In t..."

New page

==Advanced Access Rights==
Advanced access rights are edited in the tab ACCESS / ACCESS GROUPS:

1) Check if your licence includes advanced user rights (support@4pm.si).
2) In the tab ''' GENERAL / RESOURCES /PROJECT ROLES''' edit the list of available '''PERSONNEL PROJECT ROLES'''.
3) Go to the tab '''ACCESS / ACCESS RIGHTS / PROJECT ROLES. Here you can edit the extent of access rights for each available PERSONNEL PROJECT ROLE. User can access project data when he/she is added to project group (PROJECT/RESOURCES) according to set access rights. This signifies that each person can have various access rights for various project.
4) Some users can have set wider user rights within project groups. You set this individual project groups rights for each user in ACCESS / USERS.
5) Advanced user rights can be enabled in application '''settings'''.

'''UPORABNIŠKE PRAVICE'''
Uporabnikom 4PM določimo uporabniške pravice glede na:
*'''''UPORABNIŠKE SKUPINE''''': splošne nastavitve dostopa do različnih funkcionalnosti in modulov v aplikaciji.
ZAVIHKI: dostopi, koledar, datoteke, splošno, koledar, dopust*, uvoz, uvoz iz zunanjega sistema*, moj 4PM, poslovanje, udeleženci (organizacije, osebe, plan zasedenosti), portali, opomniki, splošne nastavitve, potni nalogi*, pregledi
*'''''PROJEKTNE PRAVICE''''': nastavitve dostopa do podatkov o projektih glede na '''skupino projektov''' (program projekta):
ZAVIHKI: uporabnik lahko ponovno odpre projekt, komentarji, zaklepanje stroškov organizacij, stroški, ocene, priponke na finančne dogodke, finančno stanje, splošno (izkaznica projekta), grafični potek (gantogram), prihodki, zaklepanje obdobja urnih postavk, finančni dogodek, udeleženci, plačane obveznosti upnikov, % narejenih ur, % dokončanosti po subjektivni oceni, analiza plana stroškov, portal, poročila, naloge in mejniki, vrednost
*Z določitvijo '''''PROJEKTNE VLOGE''''' uporabniku določimo pravice na projektu.

<br>'''ZAVIHKI:''' uporabnik lahko ponovno odpre projekt, komentarji, zaklepanje stroškov organizacij, stroški, ocene, priponke na finančne dogodke, finančno stanje, splošno (izkaznica projekta), grafični potek (gantogram), prihodki, zaklepanje obdobja urnih postavk, finančni dogodek, udeleženci, plačane obveznosti upnikov, % narejenih ur, % dokončanosti po subjektivni oceni, analiza plana stroškov, portal, poročila, naloge in mejniki, vrednost.

Glede na pravice dostopa do posameznih zavihkov oz. funkcionalnosti pravic dostopa določimo ali lahko:
* [[file:10.IkonaOko.jpg]]Vidi podatke
* [[file:2.2.2.ikonaSvincnik.jpg]]Ureja podatke (urejanje obstoječih)
* [[file:4.3.ikonaDodaj(zelenKrogPlus).jpg]]Vnaša podatke (dodajanje novih)
* [[file:2.3.IkonaSmetnjak.jpg]]Briše podatke
* [[file:2.3.IkonaSeznam.jpg]]Dostopa do seznamov na nivoju projekta in v zavihku PREGLEDI

Za vsak modul in pripadajoč pod -modul določite, ali ima uporabnik pravico '''brisati, urejati, vnašati''' zapise, ali ima pravico do '''seznama''' in pravico do '''vpogleda'''.
*Označen (kljukica) modul pomeni, da je pravica vklopljena.

[[file:2.3.kompleksnePravice1.jpg|400px]]

@@ Line 11: / Line 11: @@
 PM users can have 2 or 3 level of access rights:<br>
-*'''''ACCESS GROUPS''''': general settings for access to various functionalities and modules of the application.<br>''TABS: ''access, calendar, files, general, holiday*, import, my 4PM, monetary, resources (organizations, personnel, resource plan), portals, e-mail notifications, settings, travel orders*, overviews
+* '''ACCESS GROUPS''': general settings for access to various functionalities and modules of the application.<br>''TABS: ''access, calendar, files, general, holiday*, import, my 4PM, monetary, resources (organizations, personnel, resource plan), portals, e-mail notifications, settings, travel orders*, overviews
 * '''PROJECT GROUPS''': settings for access to project data according to project groups - for individual user.<br>''TABS:'' new project, reopen project, comments, lock of costs, costs, evaluations, attachments to financial events, financial state, project scorecard, gantt-chart, revenues, hourly fees, financial events, project participants, creditor's debt obligations,&nbsp;% completion of planned hours,&nbsp;% completion by subjective assessment, cost plan analysis, portal, reporting, tasks &amp; milestones, value.
-*'''''PROJECT GROUPS''''': settings for access to project data according to project groups - for individual user.<br>''TABS:'' new project, reopen project, comments, lock of costs, costs, evaluations, attachments to financial events, financial state, project scorecard, gantt-chart, revenues, hourly fees, financial events, project participants, creditor's debt obligations,&nbsp;% completion of planned hours,&nbsp;% completion by subjective assessment, cost plan analysis, portal, reporting, tasks &amp; milestones, value.
+* When you add user to project team and select a '''PROJECT ROLE '''you set his project access rights.<br>''TABS: ''new project, reopen project, comments, lock of costs, costs, evaluations, attachments to financial events, financial state, project scorecard, gantt-chart, revenues, hourly fees, financial events, project participants, creditor's debt obligations,&nbsp;% completion of planned hours,&nbsp;% completion by subjective assessment, cost plan analysis, portal, reporting, tasks &amp; milestones, value.
 Each user group (access, project group, project role) can have defined various levels of access for each 4PM functionality and module: <br>
 *[[Image:10.IkonaOko.jpg]] see,
 *[[Image:2.2.2.ikonaSvincnik.jpg]]edit,
@@ Line 25: / Line 22: @@
 *[[Image:2.3.IkonaSeznam.jpg]] data vislible in overviews and tables.<br>
-<br>
+*Green check mark =&nbsp;access right enabled.<br> [[Image:2.3.kompleksnePravice1.jpg|400px|2.3.kompleksnePravice1.jpg]]

← Older revision		Revision as of 13:07, 22 January 2014
Line 1:		Line 1:
	== Advanced Access Rights==		== Advanced Access Rights==
−
	Advanced access rights are edited in the tab '''ACCESS / ACCESS GROUPS''':		Advanced access rights are edited in the tab '''ACCESS / ACCESS GROUPS''':

@@ Line 1: / Line 1: @@
-== Advanced Access Rights  ==
+== Advanced Access Rights==
 Advanced access rights are edited in the tab '''ACCESS / ACCESS GROUPS''':
@@ Line 9: / Line 9: @@
 #Advanced user rights can be enabled in application '''settings'''.
-<br> '''USER ACCESS '''<br>
+===USER ACCESS===
 PM users can have 2 or 3 level of access rights:<br>

@@ Line 5: / Line 5: @@
 #Check if your licence includes advanced user rights (support@4pm.si). <br>
 #In the tab '''GENERAL / RESOURCES /PROJECT ROLES''' edit the list of available '''PERSONNEL PROJECT ROLES'''. <br>
-#Go to the tab '''ACCESS / ACCESS RIGHTS / PROJECT ROLES. '''Here you can edit the extent of access rights for each available '''PERSONNEL PROJECT ROLE. '''User can access project data when he/she is added to project group'''(PROJECT/RESOURCES) '''according to set access rights. This signifies that each person can have various access rights for various project'''.''' <br>
+#Go to the tab '''ACCESS / ACCESS RIGHTS / PROJECT ROLES. '''Here you can edit the extent of access rights for each available '''PERSONNEL PROJECT ROLE. '''User can access project data when he/she is added to project group '''(PROJECT/RESOURCES) '''according to set access rights. This signifies that each person can have various access rights for various project'''.''' <br>
 #Some users can have set wider user rights within project groups. You set this individual project groups rights for each user in '''ACCESS / USERS'''. <br>
 #Advanced user rights can be enabled in application '''settings'''.

@@ Line 1: / Line 1: @@
 == Advanced Access Rights  ==
-Advanced access rights are edited in the tab ACCESS / ACCESS GROUPS:
+Advanced access rights are edited in the tab '''ACCESS / ACCESS GROUPS''':
 #Check if your licence includes advanced user rights (support@4pm.si). <br>
@@ Line 19: / Line 19: @@
 *When you add user to project team and select a '''PROJECT ROLE '''you set his project access rights.<br>''TABS: ''new project, reopen project, comments, lock of costs, costs, evaluations, attachments to financial events, financial state, project scorecard, gantt-chart, revenues, hourly fees, financial events, project participants, creditor's debt obligations,&nbsp;% completion of planned hours,&nbsp;% completion by subjective assessment, cost plan analysis, portal, reporting, tasks &amp; milestones, value.
 Each user group (access, project group, project role) can have defined various levels of access for each 4PM functionality and module: <br>
 *[[Image:10.IkonaOko.jpg]] see,
 *[[Image:2.2.2.ikonaSvincnik.jpg]]edit,
 *[[Image:4.3.ikonaDodaj(zelenKrogPlus).jpg]]add new,<br>
 *[[Image:2.3.IkonaSmetnjak.jpg]]delete,
 *[[Image:2.3.IkonaSeznam.jpg]] data vislible in overviews and tables.<br>
 <br>
 *Green check mark =&nbsp;access right enabled.<br>
 [[Image:2.3.kompleksnePravice1.jpg|400px|2.3.kompleksnePravice1.jpg]]

@@ Line 1: / Line 1: @@
-==Advanced Access Rights==
+== Advanced Access Rights ==
 Advanced access rights are edited in the tab ACCESS / ACCESS GROUPS:
-) Check if your licence includes advanced user rights (support@4pm.si).
+#Check if your licence includes advanced user rights (support@4pm.si). <br>
-) In the tab ''' GENERAL / RESOURCES /PROJECT ROLES''' edit the list of available '''PERSONNEL PROJECT ROLES'''.
+#In the tab '''GENERAL / RESOURCES /PROJECT ROLES''' edit the list of available '''PERSONNEL PROJECT ROLES'''. <br>
-) Go to the tab '''ACCESS / ACCESS RIGHTS / PROJECT ROLES. Here you can edit the extent of access rights for each available PERSONNEL PROJECT ROLE. User can access project data when he/she is added to project group (PROJECT/RESOURCES) according to set access rights. This signifies that each person can have various access rights for various project.
+#Go to the tab '''ACCESS / ACCESS RIGHTS / PROJECT ROLES. '''Here you can edit the extent of access rights for each available '''PERSONNEL PROJECT ROLE. '''User can access project data when he/she is added to project group'''(PROJECT/RESOURCES) '''according to set access rights. This signifies that each person can have various access rights for various project'''.''' <br>
-) Some users can have set wider user rights within project groups. You set this individual project groups rights for each user in ACCESS / USERS.
+#Some users can have set wider user rights within project groups. You set this individual project groups rights for each user in '''ACCESS / USERS'''. <br>
-) Advanced user rights can be enabled in application '''settings'''.
+#Advanced user rights can be enabled in application '''settings'''.
-'''UPORABNIŠKE PRAVICE'''
+PM users can have 2 or 3 level of access rights:<br>
-<br>'''ZAVIHKI:''' uporabnik lahko ponovno odpre projekt, komentarji, zaklepanje stroškov organizacij, stroški, ocene, priponke na finančne dogodke, finančno stanje, splošno (izkaznica projekta), grafični potek (gantogram), prihodki, zaklepanje obdobja urnih postavk, finančni dogodek, udeleženci, plačane obveznosti upnikov, % narejenih ur, % dokončanosti po subjektivni oceni, analiza plana stroškov, portal, poročila, naloge in mejniki, vrednost.
+*'''''ACCESS GROUPS''''': general settings for access to various functionalities and modules of the application.<br>TABS: access, calendar, files, general, holiday*, import, my 4PM, monetary, resources (organizations, personnel, resource plan), portals, e-mail notifications, settings, travel orders*, overviews
-Glede na pravice dostopa do posameznih zavihkov oz. funkcionalnosti pravic dostopa določimo ali lahko:
+*'''''PROJECT GROUPS''''': settings for access to project data according to project groups - for individual user.<br>TABS: new project, reopen project, comments, lock of costs, costs, evaluations, attachments to financial events, financial state, project scorecard, gantt-chart, revenues, hourly fees, financial events, project participants, creditor's debt obligations,&nbsp;% completion of planned hours,&nbsp;% completion by subjective assessment, cost plan analysis, portal, reporting, tasks &amp; milestones, value.
-* [[file:10.IkonaOko.jpg]]Vidi podatke
-* [[file:2.2.2.ikonaSvincnik.jpg]]Ureja podatke (urejanje obstoječih)
+*''When you add user to project team and select a project role you set his project access rights''.TABS: new project, reopen project, comments, lock of costs, costs, evaluations, attachments to financial events, financial state, project scorecard, gantt-chart, revenues, hourly fees, financial events, project participants, creditor's debt obligations, % completion of planned hours, % completion by subjective assessment, cost plan analysis, portal, reporting, tasks &amp; milestones, value.
-* [[file:4.3.ikonaDodaj(zelenKrogPlus).jpg]]Vnaša podatke (dodajanje novih)
-* [[file:2.3.IkonaSmetnjak.jpg]]Briše podatke
+Glede na pravice dostopa do posameznih zavihkov oz. funkcionalnosti pravic dostopa določimo ali lahko:
-* [[file:2.3.IkonaSeznam.jpg]]Dostopa do seznamov na nivoju projekta in v zavihku PREGLEDI
 Za vsak modul in pripadajoč pod -modul določite, ali ima uporabnik pravico '''brisati, urejati, vnašati''' zapise, ali ima pravico do '''seznama''' in pravico do '''vpogleda'''.
 *Označen (kljukica) modul pomeni, da je pravica vklopljena.
-[[file:2.3.kompleksnePravice1.jpg|400px]]
+[[Image:2.3.kompleksnePravice1.jpg|400px|2.3.kompleksnePravice1.jpg]]