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User Profile Configuration

One of the first tasks when configuring ]po[ ist to determine the list of user groups ("profiles") necessary for the configuration of the system.

The ]project-open[ installer includes a number of default user profiles that should cover most small and medium companies. Each of the user profiles have a specific icon associated that will frequently appear in the header of the Admin -> Xxxx administration screens.

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Helpdesk

Holding your mouse above one of the icons will reveal the name of the group:

• : Represent the "Accounting" group - financial staff working in the back-office
  
• : Represent the "Customers" group - employees of your customers who might (or not) have the permission to access your system.
  
• : Represent the "Employees" group - employees of your own company (the one running ]po[).
  
• : Represent the "Freelance Managers" group - vendor or "freelance" managers with the right to create new "Freelancers".
  
• : Represent the "Freelancers" group - employees of your vendor companies who might (or not) have the permission to access your system.
  
• Helpdesk: Represent the "Helpdesk" group (log missing) - staff operating the helpdesk.
  
• : Represent the "HR Managers" group - staff in charge of hiring new staff.
  
• : Represent the "]po[ Admins" group - the people running this ]project-open[ server.
  
• : Represent the "Project Managers" group - employees with the right to create new projects.
  
• : Represent the "Sales" group - sales representatives with the right to create new customers.
  
• : Represent the "Senior Managers" group - the people running the company.
  

 

It is easy in ]po[ to add new user profiles. However, we would strongly suggest to keep the list as short as possible.

 

Special user profiles:

• Employees:
  Every employee in your company (the one running ]po[) should be a member of profile "Employees". He or she may also be member of other groups, though.
• Customers:
  The persons working for your customers.
• Freelancers:
  Persons working for your providers
  

Every user in the system should be member of exactly one of these three groups.