Every module in Microbizz has a set of permissions, which is the case for the Process module as well.

For a general understanding of permissions visit this section. The screenshot below may not be up to date.

The available permissions are as follows:

  • Edit unit: Allows you to specify who has the permission to edit units
  • Create unit: Allows you to specify who has the permission to create units
  • Close unit manually: Allows you to specify who has the permission to manually close a unit
  • Move phase manually: Allows the user to move a unit to another phase
  • Create/edit process: Allows to create processes and phases and checkpoints

  • Filters: Allow to edit filters
  • Fields: Allow access to custom field setup
  • Person data: Allows access to the CONFIGURATION > PERSON DATA menu