Difference between revisions of "Person roles rights/en"
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== Advanced Access Rights == | == Advanced Access Rights == | ||
| − | #Check if your licence includes advanced user rights | + | #Check if your licence includes advanced user rights [mailto:support@4pm.si support@4pm.si]. |
| − | #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'''. |
| − | #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''' |
| − | #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'''. |
#Advanced user rights can be enabled in application '''settings'''. | #Advanced user rights can be enabled in application '''settings'''. | ||
| − | + | ===ACCESS RIGHTS=== | |
| − | 4PM users can have 2 or 3 level of access rights: | + | 4PM users can have 2 or 3 level of access rights: |
*'''''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 | ||
| − | * | + | *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, % completion of planned hours, % completion by subjective assessment, cost plan analysis, portal, reporting, tasks & milestones, value. |
| − | * | + | *'''''PROJECT GROUPS''''' (optional choice): 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, % completion of planned hours, % completion by subjective assessment, cost plan analysis, portal, reporting, tasks & milestones, value. |
Each user group (access, project group, project role) can have defined various levels of access for each 4PM functionality and module: <br> | Each user group (access, project group, project role) can have defined various levels of access for each 4PM functionality and module: <br> | ||
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*[[Image:2.3.IkonaSeznam.jpg]] data vislible in overviews and tables.<br> | *[[Image:2.3.IkonaSeznam.jpg]] data vislible in overviews and tables.<br> | ||
| − | + | Green check mark = access right enabled.<br> | |
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[[Image:2.3.kompleksnePravice1.jpg|400px|2.3.kompleksnePravice1.jpg]] | [[Image:2.3.kompleksnePravice1.jpg|400px|2.3.kompleksnePravice1.jpg]] | ||
Latest revision as of 14:52, 8 July 2013
Advanced Access Rights
- Check if your licence includes advanced user rights support@4pm.si.
- In the tab GENERAL / RESOURCES /PROJECT ROLES edit the list of available PERSONNEL PROJECT ROLES.
- 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
- Some users can have set wider user rights within project groups. You set this individual project groups rights for each user in ACCESS / USERS.
- Advanced user rights can be enabled in application settings.
ACCESS RIGHTS
4PM users can have 2 or 3 level of access rights:
- ACCESS GROUPS: general settings for access to various functionalities and modules of the application.
TABS: access, calendar, files, general, holiday*, import, my 4PM, monetary, resources (organizations, personnel, resource plan), portals, e-mail notifications, settings, travel orders*, overviews
- 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 & milestones, value.
- PROJECT GROUPS (optional choice): settings for access to project data according to project groups - for individual user.
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 & milestones, value.
Each user group (access, project group, project role) can have defined various levels of access for each 4PM functionality and module:
see,
edit,
add new,
delete,
data vislible in overviews and tables.
.jpg){kind=small}
Green check mark = access right enabled.
