Difference between revisions of "Person roles rights/en/"
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| − | == 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: | ||
| − | #Check if your licence includes advanced user rights (support@4pm.si). <br> | + | #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> | + | #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> | + | #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'''. | ||
| − | <br> '''USER ACCESS '''<br> | + | <br> '''USER ACCESS '''<br> |
| − | 4PM users can have 2 or 3 level of access rights:<br> | + | 4PM 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, % completion of planned hours, % completion by subjective assessment, cost plan analysis, portal, reporting, tasks & 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, % 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.<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> | |
| − | *[[Image:10.IkonaOko.jpg]] | + | *[[Image:10.IkonaOko.jpg]] see, |
| − | *[[Image:2.2.2.ikonaSvincnik.jpg]] | + | *[[Image:2.2.2.ikonaSvincnik.jpg]]edit, |
| − | *[[Image:4.3.ikonaDodaj(zelenKrogPlus).jpg]] | + | *[[Image:4.3.ikonaDodaj(zelenKrogPlus).jpg]]add new,<br> |
| − | *[[Image:2.3.IkonaSmetnjak.jpg]] | + | *[[Image:2.3.IkonaSmetnjak.jpg]]delete, |
| − | *[[Image:2.3.IkonaSeznam.jpg]] | + | *[[Image:2.3.IkonaSeznam.jpg]] data vislible in overviews and tables.<br> |
| − | + | <br> | |
| − | * | + | *Green check mark = access right enabled.<br> |
[[Image:2.3.kompleksnePravice1.jpg|400px|2.3.kompleksnePravice1.jpg]] | [[Image:2.3.kompleksnePravice1.jpg|400px|2.3.kompleksnePravice1.jpg]] | ||
Revision as of 11:00, 13 May 2013
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).
- 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.
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.
.jpg){kind=small}
- Green check mark = access right enabled.
