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User Profiles

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User Profile Permissions / Privileges

­The User Profile Permissions listed on this page ­corres­ponding directly to permission settings found on the administration page [User Profiles].   This listing is compre­hensive of all the current permission settings, and are categorically grouped by business function.  If you are not sure to what category the permission you are looking for belongs, or if it is ambiguously vague we recommend that you search this page using your web browser.  

 

  • Permission Name As Found on User Profile Page  - Description

 

Customer Management

 

  • Add tickets for customers
  • Add companies
  • Add offices
  • Edit internal offices 
  • View internal offices 
  • View the information of Your Company's offices
  • View offices - Generic permission to view office (further restricted by other permissions)
  • View offices all
  • View CRM tracking
  • View companies - The general permission to see companies - the user will not see any companies if this privilege is not set
  • View companies 
  • View companies all 
  • View company contacts 
  • View company details  
  • View internal offices

     

Finance

 

  • Add budget - project budget as referred to in the project base data
  • Add budget hours 
  • Add companies 
  • Add expense invoice 
  • Add expenses
  • Add finance - Generic permission to enter any financial or cost items (further restricted by other permissions)
  • Add costs - Permission to add cost items in general.
  • Add payments - Permission to add payment items in general.
  • Add invoices
  • Edit bundled expense items
  • Edit companies all
  • Edit hours all
  • Edit internal offices
  • Fi read all
  • Fi read bills - provider bills represent invoices sent to yo from external companies (external costs)
  • Fi read delivery notes - a type of document inbetween a customer quote and a customer invoice
  • Fi read expense bundles
  • Fi read expense items
  • Fi read expense reports
  • Fi read interco invocies
  • Fi read invoices
  • Fi read pos - Purchase Orders (PO's)
  • Fi read quotes
  • Fi read repeatings - repeating costs such as employee salaires
  • Fi read timesheets
  • Fi write all
  • Fi write delivery notes
  • Fi write expense bundles
  • Fi write expense items
  • Fi expense reports
  • Fi write interco quotes 
  • Fi write invoices
  • Fi write pos - Purchase Orders (PO's)
  • Fi write quotes
  • Fi write repeatings - repeating costs such as employee salaries
  • Fi write timesheets 
  • View finance - Generic permission to enter into the finance module
  • View costs
  • View expenses - a user is able to view the expenses of projects they are associated with
  • View expenses all - a user is able to view the expenses of all projects on the system regardless of whether or not they a member of the project
  • View budget
  • View budget hours
  • View hours all 
  • View absences all 
  • View invoices - refers to the generic financial document type family which includes purchase orders, quotes, bills... 
  • View payments
 

Forum

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  • Add topic client 
  • Add topic group  
  • Add topic noncli  
  • Add topic pm  
  • Add topic public  
  • Add topic staff
  • View topics - Generic permission to view topics (further restricted by topic scope)
  • View topics all 
  •  

General

 

  • Add conf item
  • Add freelance rfqs
  • Add freelance skillconfs - adding a new configuration for a freelancer
  • Add freelance skills - adding skills to a freelancers skill configuration
  • Add materials
  • Add tickets
  • Calendar create
  • Calendar delete
  • Calendar on
  • Calendar read
  • Calendar show
  • Calendar write
  • Cal item create 
  • Cal item delete
  • Cal item invite
  • Cal item read
  • Cal item write
  • Cm admin
  • Cm examine 
  • Cm item worflow
  • Cm perm
  • Cm perm admin
  • Cm read
  • Cm relate
  • Cm root
  • Cm write
  • Edit ticket status
  • Read private data
  • Require manual login
  • Survsimp admin survey
  • Survsimp create question
  • Survsimp delete question
  • Survsimp delete survey
  • Survsimp modify question
  • Survsimp modify survey
  • Survsimp take survey
  • Search intranet - General permission to search the Intra-net.  All returned hits are further restricted according to the users permissions.
  • View conf items
  • View conf items all
  • View filestorage sales
  • View freelance rfqs
  • View freelance skillconfs
  • View freelance skills
  • View materials
  • View reports all
  • View tickets all
  • Wf reassign tasks

 

Human Resources  

  •  View hr - Generic permission to view and edit HR information 

 

Project Management

  • Add projects
  • Edit project basedata
  • Edit projects all
  • Edit project status 
  • View file storage sales
  • View absences 
  • View absences all 
  • View projects all 
  • View projects history  
  • View project members



Timesheet and Absences


  • Add absences - Permission (no obligation here) to log absences such as vacations, travel time etc. This may also make sense for freelancers, as to indicate their availability.Add hours all
  • Add hours - Permission (and obligation!) to log hours. You normally allow this only for employees and people on your company's payroll
  • Add timesheet tasks
  • Edit absence status
  • View absences
  • View absences all
  • View timesheet conf all
  • View timesheet tasks all


Translation


  • Add trans quality
  • Add trans rfqs
  • View trans proj detail
  • View trans tasks
  • View trans task matri
  • View trans task status
  • View trans proejct detail
  • View trans quality
  • View trans rfqs
  • View trans rfqs all
  • View trans task matrix 
  • View trans tasks
  • View trans task status

System Administration


  • Add reports
  • Admin categories - Permission to modify system categories. The user should know what they are doing...
  • Calendar Admin
  • Fs root admin
  • Fs root read
  • Fs root view
  • Fs root write 
  • System Admin - This permission is not found in Admin/Profiles but in /acs-admin/users/one?user_id=<user_id>

 

User Management


  • Add users - Generic permission to add users. The profile of the users to be created are limited by "User Matri" permissions
  • Chat ban
  • Chat moderator
  • Chat moderator revoke
  • Chat read
  • Chat room admin
  • Chat room create
  • Chat room delete
  • Chat room edit
  • Chat room view
  • Chat transcript create
  • Chat transcript delete
  • Chat transcript edit
  • Chat transcript view
  • Chat user
  • Chat user ban
  • Chat user grant
  • Chat user revoke
  • Chat user unban
  • Chat write
  • View users - Generic permission to see any kinds of users 
  • View user regs