Access Rights

4PM supports two modes of access rights.

Simple Access Rights (they include project access rights),
Advanced Access Rights (user groups, project roles and project groups rights - project access is set when selecting project role).

Important to know

simple access rights include project access rights (project team member, project manager, all projects)
advanced access rights does not include project access rights. Project access rights are set according to project role.
pre-set user groups can be changed and/or adapted to your needs.

Simple access rights are edited in the tab ACCESS / ACCESS GROUPS:

administrator: full access to 4PM: right to see, edit, add and delete all entries, lists and data in the application,
project manager full access to projects that user is project manager,
simple user My 4PM: access to tasks & milestones, work reporting.

Application administrator must enable 4PM access to each user, following these steps:

enter person's details to 4PM: RESOURCES / PERSONNEL
Follow the link USER RIGHTS or
- go to tab ACCESS / USERS > ACCESS INACTIVE to find a person.
click the name of the person and open the form.
select the access type:
- check in AD: user name must match the name in the AD.
- local: user name and password is required
  - enter unique user name
  - enter password (secure password is required:
    - at least 8 characters long,
    - contain at least one upper-case letter,
    - at least one number.
    - complexity of the password must be minimum 50 %.
  - re-enter the password.
select one or more access groups
if necessary add one or more "project groups rights". User can have different project groups rights for different project groups.

It is also possible to "deactivate" user in tab RESOURCES / PERSONNEL / person.