Difference between revisions of "Person roles rights/en/"

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(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...")
 
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==Advanced Access Rights==
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== Advanced Access Rights ==
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Advanced access rights are edited in the tab ACCESS / ACCESS GROUPS:  
 
Advanced access rights are edited in the tab ACCESS / ACCESS GROUPS:  
  
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1) Check if your licence includes advanced user rights (support@4pm.si).
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#Check if your licence includes advanced user rights (support@4pm.si). <br>
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2) In the tab ''' GENERAL / RESOURCES /PROJECT ROLES''' edit the list of available '''PERSONNEL PROJECT ROLES'''.
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#In the tab '''GENERAL / RESOURCES /PROJECT ROLES''' edit the list of available '''PERSONNEL PROJECT ROLES'''. <br>
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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.
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#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>
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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.
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#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>
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5) Advanced user rights can be enabled in application '''settings'''.
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#Advanced user rights can be enabled in application '''settings'''.
  
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<br> '''USER ACCESS '''<br>
  
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'''UPORABNIŠKE PRAVICE'''
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4PM users can have 2 or 3 level of access rights:<br>
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Uporabnikom 4PM določimo uporabniške pravice glede na:
 
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*'''''UPORABNIŠKE SKUPINE''''': splošne nastavitve dostopa do različnih funkcionalnosti in modulov v aplikaciji.
 
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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
 
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*'''''PROJEKTNE PRAVICE''''': nastavitve dostopa do podatkov o projektih glede na '''skupino projektov''' (program projekta):
 
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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
 
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*Z določitvijo '''''PROJEKTNE VLOGE''''' uporabniku določimo pravice na projektu.
 
  
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<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.
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*'''''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
  
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Glede na pravice dostopa do posameznih zavihkov oz. funkcionalnosti pravic dostopa določimo ali lahko:
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*'''''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.
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* [[file:10.IkonaOko.jpg]]Vidi podatke  
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* [[file:2.2.2.ikonaSvincnik.jpg]]Ureja podatke (urejanje obstoječih)
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*''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.
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* [[file:4.3.ikonaDodaj(zelenKrogPlus).jpg]]Vnaša podatke (dodajanje novih)
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* [[file:2.3.IkonaSmetnjak.jpg]]Briše podatke
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Glede na pravice dostopa do posameznih zavihkov oz. funkcionalnosti pravic dostopa določimo ali lahko:  
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* [[file:2.3.IkonaSeznam.jpg]]Dostopa do seznamov na nivoju projekta in v zavihku PREGLEDI
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*[[Image:10.IkonaOko.jpg]]Vidi podatke  
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*[[Image:2.2.2.ikonaSvincnik.jpg]]Ureja podatke (urejanje obstoječih)  
 +
*[[Image:4.3.ikonaDodaj(zelenKrogPlus).jpg]]Vnaša podatke (dodajanje novih)  
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*[[Image:2.3.IkonaSmetnjak.jpg]]Briše podatke  
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*[[Image: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'''.  
 
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.
 
*Označen (kljukica) modul pomeni, da je pravica vklopljena.
  
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[[file:2.3.kompleksnePravice1.jpg|400px]]
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[[Image:2.3.kompleksnePravice1.jpg|400px|2.3.kompleksnePravice1.jpg]]

Revision as of 15:48, 10 May 2013

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.


USER ACCESS

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
  • PROJECT GROUPS: 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.
  • 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.

Glede na pravice dostopa do posameznih zavihkov oz. funkcionalnosti pravic dostopa določimo ali lahko:

  • 10.IkonaOko.jpgVidi podatke
  • 2.2.2.ikonaSvincnik.jpgUreja podatke (urejanje obstoječih)
  • 4.3.ikonaDodaj(zelenKrogPlus).jpgVnaša podatke (dodajanje novih)
  • 2.3.IkonaSmetnjak.jpgBriše podatke
  • 2.3.IkonaSeznam.jpgDostopa 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.

2.3.kompleksnePravice1.jpg

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