Implementing po/configuring user groups
From Kh
Contents |
Employees
Each employee of your company will be a member of this group. It allows access to all business object, the employee is assigned to, like projects and forum entries and also to view and edit their user information. While they are not allowed to change their email address or group membership, they can edit their address information and reset their password.
Accounting
Members of the accounting group get -by default- access to all financial items tracked with the system.
HR Managers
By default, HR Managers aren’t given any operational permissions. They are only allowed to view and edit HR related data of all members of the Employee Group
PO Admins
]po[ Admins by default have the most privileges of all user groups, though they might be excluded from some financial reports.
Project Managers
In opposite to Employees, Project Managers can edit by default the project main data and can assign new members to the project.
Sales
Sales Manager are excluded by default from access to financial items. In some cases it might be useful to allow them to create and view “Quotes”. Please note, that when access is given to financial documents, no further restriction can be configured. A ales Manager has either access to all types of financial documents he can view/edit or to none of them.
Senior Managers
The group of Senior Managers consists of all employees that are part of the management of the company. By default they have access to all corporate information, which includes financial information.
Customer
Customers are employees of your customers, that you want to manage in the first place to keep track of relevant customer contact. In case you do not plan to integrate your customer employees in your processes (extended company model), they will not be informed about their registration.
By default members of the group customer have very limited permissions, allowing them only to access their user data.
