Person roles rights/en

Advanced Access Rights

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.

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.
  

• Green check mark = access right enabled.