Permissions
Every module in Microbizz has a set of permissions, which is the case for the Project module as well.
For a general understanding of permissions visit this section.
Keep in mind that the users must log off the system and back again before the permissions take effect.
The available permissions are as follows:
- Project - edit: Allows you to specify who has permission to edit projects
- Project - create: Allows you to specify who has permission to create new projects
- Project - activity: Allows you to specify who has permission to the "Activity" tab on projects
- Project - Gantt: Allows you to specify who has permission to the "Gantt" tab on projects
- Project - economy: Allows you to specify who has access to the "Economy" tab on projects
- Project - notes: Allows you to specify who has access to the "Notes" tab on projects
- Project - email: Allows you to specify who has access to the "Email" tab on projects
- Project - tasks: Allows you to specify who has access to the "Tasks" tab on projects
- Project - calendar: Allows you to specify who has access to the "Calendar" tab on projects
- Project - files: Allows you to specify who has access to the "Files" tab on projects
- Project - planning: Allows you to specify who has access to the "Planning" tab on projects
- Project - view form: Allows you to specify who has access to the "Forms" tab on projects
- Project - forms: Allows you to specify who has permission to fill out requested forms
- Project - registrations: Allows you to specify who has access to the "Hours" tab on projects
- Project - equipment: Allows you to specify who has access to the "Equipment" tab on projects
- Project - product use: Allows you to specify who has access to the "Product use" tab on projects
- Project - invoices: Allows you to specify who has access to the "Invoices" tab on projects
- Project - overview: Allows you to specify who has permission to the "Overview" tab on projects
- Close: Allows you to close a project
- Undo close: Allows you to undo a closing. This is relevant if you have approval policies activated
- Reopen: Allows you to reopen a closed project
- Approve close: Allows you to approve a project closing, so it can be closed with approval
- Update filters: Allows you to use update filters on projects
- Settings: Determines who has access to the Setup menu item
- Number series: Allows you to configure number series
- Fields: Allows you to access the configuration of custom fields
- Project status: Allows you to access the configuration of project statuses
- Status permissions: Allows you to access the configuration of status permissions
- Project types: Allows you to access the configuration of project types
- Filters: Allows you to access the configuration of filters
- Person data: Allows you to access the configuration of GDPR
- Project templates: Allows you to access the configuration of Project templates
- Gantt templates: Allows you to access the configuration of Gantt templates