Employees Permissions

modified:

Here you can set all PROMAN permissions for Employees, for example what they can see, manage or delete. 

Combined Permissions

Dynamic

Agent

Article

Article test

Auth Token

Table

Reservations

Boards

Filter

Printer

Camera

Calendar

Carrier

Chart

Customer

Customer employee

Development project

Employee

Event

Formula

Invoice

Maintenance

Material

Material category

Purchase

Notification

Order

Order proposal

Parameter

Permission

Product

Production

Reports

Department

Sale opportunity

Sensor

Shipment

Specialisation

System options

Subcontractor

Supplier

Tag

Templates

Time options

Workgroup

Workplace





How to find Employee's Permissions?



1. To find Employees, you should:

1. Go to Staff:

        1.1. Press  ;

        1.2. Press ;


Now you can see Employees List:


2. Choose employee


Now you can see Employee information


3. Press 


Now you can see Employee's Permissions

Here you could see, add () and cancel () Permissions for Employee


Note: If the tab is switch on (), the user could get particular tab data, but the user still could not see it in the Menu tab. If the tab is switch off (), the user could not get particular tab data and see a particular tab (or subtab) in the user's menu.




Dynamic



ButtonWhat does it indicate?
CreateYou could give permission to create new Dynamic tables
DisplayYou could give permission to see the list of Dynamic tables
EditYou could give permission to edit Dynamic tables
RemoveYou could give permission to remove Dynamic tables
View allYou could give permission to see all Dynamic tables


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Agent



ButtonWhat does it indicate?
CreateYou could give permission to create Agent
DisplayYou could give permission to see the list of Agents
EditYou could give permission to edit Agents
RemoveYou could give permission to remove Agent



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Article




ButtonWhat does it indicate?
CreateYou could give permission to create Article and Article Categories
DisplayYou could give permission to see the list of Articles, Article exposition and Article Categories
EditYou could give permission to edit Articles, and Article Categories, manage Comments (Resources --> Comments) and see or copy Article Tests
RemoveYou could give permission to remove Article and Article Categories
ConfirmYou could give permission to confirm Article and Article Categories
MasterYou could give permission:
1. To edit an Article without unlocking it


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Article test




ButtonWhat does it indicate?
CreateYou could give permission to create Article
DisplayYou could give permission to see the list of Articles and Article Categories
EditYou could give permission to edit Articles, manage Comments (Resources --> Comments) and see and copy Article Tests
RemoveYou could give permission to remove Article


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Auth token




Table



ButtonWhat does it indicate?
CreateYou could give permission to create Table
Display
EditYou could give permission to edit tables
RemoveYou could give permission to remove Table
Update price
Master


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Reservations



ButtonWhat does it indicate?
CreateYou could give permission to create Table booking (reservations)
Display

EditYou could give permission to edit Table booking (reservations)
RemoveYou could give permission to remove Table booking (reservations)


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Boards




ButtonWhat does it indicate?
CreateYou could give permission to create a new Board
Display

EditYou could give permission to edit Board settings
RemoveYou could give permission to remove Board


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Filter



ButtonWhat does it indicate?
Display

EditYou could give permission to edit Filters


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Printer



ButtonWhat does it indicate?
DisplayYou could give permission to see the list of Printers ()
EditYou could give permission to edit Printers


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Camera




ButtonWhat does it indicate?
DisplayYou could give permission to see through Cameras (in Resources --> Cameras). You should also give permission to edit Workplace
EditYou could give permission to edit and delete cameras (in Settings --> Integrations --> Cameras)


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Calendar



ButtonWhat does it indicate?
CreateYou could give permission to create a Calendar
Display

EditYou could give permission to edit Calendar settings
RemoveYou could give permission to delete the Calendar


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Carrier




ButtonWhat does it indicate?
CreateYou could give permission to create a Carrier
DisplayYou could give permission to see the list of Carrier
EditYou could give permission to edit Carriers
RemoveYou could give permission to remove Carriers


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Chart



ButtonWhat does it indicate?
DisplayYou could give permission to see Charts
EditYou could give permission to edit Charts


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Customer



ButtonWhat does it indicate?
CreateYou could give permission to create Customer
DisplayYou could give permission to see list of Customers
EditYou could give permission to edit Customers
RemoveYou could give permission to remove Customers, Customer's Documents
View allYou could give permission to see all Customers


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Customer employee



ButtonWhat does it indicate?
CreateYou could give permission to create a Customer employee
DisplayYou could give permission to see the list of Customer Employees
EditYou could give permission to see edit Customer Employees
RemoveYou could give permission to see remove Customer Employees


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Development project




ButtonWhat does it indicate?
CreateYou could give permission to create Development project
DisplayYou could give permission to see the list of Development projects
EditYou could give permission to edit Development projects
RemoveYou could give permission to remove Development projects
View allYou could give permission to see all Development projects (or could see only yourself)


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Employee




ButtonWhat does it indicate?
CreateYou could give permission to create Employee
DisplayYou could give permission to see list of Employees
EditYou could give permission to edit Employees
RemoveYou could give permission to remove Employees
View allYou could give permission to see all Employees and see personal email in Employee Table
Show PriceYou could give permission to see and edit all Employee's Salaries
MasterYou could give permission to:
1. See Tabel even if you are not specialisation director
2. See possibility enable to login (for employee)
3. Lock the Tabel
4. See Employee Documents (and contract data)
5. Discharge employee
6.
7.  Confirm the salary (in order nobody could recalculate salary)



Employee.Master Calculate Employee Salary 

https://yourdomain.app/employee/1/salary











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Event



ButtonWhat does it indicate?
CreateYou could give permission to create an Event, see all Operations in Jobs
DisplayYou could give permission to see the list of Events, Jobs and Calendar
EditYou could give permission to edit Events
RemoveYou could give permission to remove Events
Update statusYou could give permission to update the status of Events (you could see Event status in the list of Operations)
View allYou could give permission to see all Events and start other's Operations
MasterYou could give permission to update the date time of Events


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Formula



ButtonWhat does it indicate?
DisplayYou could give permission to see the list of Formulas
EditYou could give permission to edit Formulas


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Invoice




ButtonWhat does it indicate?
CreateYou could give permission to create Invoice
DisplayYou could give permission to see list of Invoices
EditYou could give permission to edit the Payment of Invoice
RemoveYou could give permission to remove Invoices
Update statusYou could give permission to update the status of Invoices (you could see Invoice status in the list of Invoices)
MasterYou could give permission to:
1. Delete Assets
2. See Vat and choose it in the Invoice
3. See Invoice Products
4. Edit Invoice
5. Delete Invoice


Invoice.Master See Invoice Products 

https://yourdomain.app/accounting/invoices


Invoice.Master Edit the Invoice  

https://yourdomain.app/accounting/invoices

Invoice.Master Remove the Invoice  

https://yourdomain.app/accounting/invoices

Invoice.Edit Edit the Payment of Invoices  

https://yourdomain.app/accounting/invoices


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Maintenance




ButtonWhat does it indicate?
CreateYou could give permission to create Maintenance
DisplayYou could give permission to see the list of Maintenance
EditYou could give permission to edit Maintenance
RemoveYou could give permission to remove Maintenance


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Material



ButtonWhat does it indicate?
CreateYou could give permission to create Material
DisplayYou could give permission to see the list of Materials
EditYou could give permission to edit Materials and Inventorization
RemoveYou could give permission to remove Materials
Confirm
Show priceYou could give permission to see Materials price
Master


Material.show_price

Materials table https://yourDomainName.app/materials

1. Sum;

2. Cost


Materials table https://yourDomainName.app/materials/3

1. Sum;

2. Unit price




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Material category




ButtonWhat does it indicate?
CreateYou could give permission to create a Material category
DisplayYou could give permission to see the Material category
EditYou could give permission to edit the Material category
RemoveYou could give permission to remove the Material category


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Purchase




ButtonWhat does it indicate?
CreateYou could give permission to create Purchase
DisplayYou could give permission to see Purchase
EditYou could give permission to edit the Purchase
RemoveYou could give permission to remove Purchase
Show priceYou could give permission to see all prices in the Purchase
Master


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Notification




ButtonWhat does it indicate?
CreateYou could give permission to create and edit Notification
Display


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Order




ButtonWhat does it indicate?
CreateYou could give permission to create an Order proposal (otherwise Employee can't even see icons  and )
DisplayYou could give permission to:
1. see the Order and Order proposal tabs in Proman (otherwise employees can't see the Order tab in Proman and do anything with Order (despite other permissions)), 
2. see Order files in Events (Operations)
EditYou could give permission to edit Order, add Files to Order
RemoveYou could give permission to remove () the Order (otherwise icon will be inactive ()
ConfirmYou could give permission to confirm () the Order (otherwise icon will be inactive ())
Update statusYou could give permission to update the status of the Order (you could see Order status in the Orders table): cancel, finish
View allYou could give permission to sales manager to see the Order list (otherwise Employee can't even Order list)
Show priceYou could give permission to see the Order product price
Update priceYou could give permission to update Order's product price
MasterYou could give permission to:
1. Start finished Production
2. Create a new Purchase
3.


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Order Proposal




ButtonWhat does it indicate?
CreateYou could give permission to create an Order proposal (otherwise Employee can't even see icons  and )
DisplayYou could give permission to see the Order and Order proposal tabs in Proman (otherwise employees can't see the Order tab in Proman and do anything with Order (despite other permissions))
EditYou could give permission to edit Order, add Files to Order
RemoveYou could give permission to remove () the Order (otherwise icon will be inactive ()
ConfirmYou could give permission to confirm () the Order (otherwise icon will be inactive ())
Update statusYou could give permission to update the status of the Order (you could see Order status in the Orders table): cancel, finish
View allYou could give permission to sales manager to see the Order list (otherwise Employee can't even Order list)
Show priceYou could give permission to see the Order product price
Update priceYou could give permission to update Order's product price
MasterYou could give permission to:
1. Start finished Production
2. Create a new Purchase
3.


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Parameter



ButtonWhat does it indicate?
CreateYou could give permission to create Parameter
DisplayYou could give permission to see the list of Parameters, Functions and Features. If employee doesn't have this permission, he can't see parameters in Event (Operation).
EditYou could give permission to edit Parameters
RemoveYou could give permission to remove Parameters
MasterYou could give permission to change the range of Parameter's values


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Permission




ButtonWhat does it indicate?
Display

EditYou could give permission to edit Permissions and constraint of Menu


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Product


ButtonWhat does it indicate?
CreateYou could give permission to create a Product (otherwise Employee can't see icon  )
DisplayYou could give permission to see the Stored product tab in Proman (otherwise employees can't see the Stored product tab in Proman and do anything with the product (despite other permissions))
EditYou could give permission to edit the Product (otherwise Employee can't see the icon (In Stored product)) and confirm or unconfirm product
RemoveYou could give permission to delete Product (otherwise Employee can't see the icon  (In Stored product))
Show priceYou could give permission to see the Product sale price
MasterYou could give permission to:
1. to change Product in Order
2. to see Services (the second picture above)
3. to see Assets (the third picture above)
4. to see Times Options (the third picture above)
5. to change product even if product is confirmed
6.


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Production



ButtonWhat does it indicate?
CreateYou could give permission to create Production
DisplayYou could give permission to see the list of Productions
EditYou could give permission to edit the Production and Operations
RemoveYou could give permission to remove Production
ConfirmYou could give permission to confirm Production
Update statusYou could give permission to update status of Production (to start, to finish), revert and cancel Operations
Show priceYou could give permission to see the Production price


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Reports




ButtonWhat does it indicate?
CreateYou could give permission to create Tables (Reports - Dynamic Tables)
Display

EditYou could give permission to edit Tables (Reports - Dynamic Tables)
RemoveYou could give permission to remove Tables (Reports - Dynamic Tables)
View allYou could give permission to view all Tables (Reports - Dynamic Tables)
MasterYou could give permission:
1. To view Reports (the second picture above)
2. To view Accounting Reports (the third picture above)
3. To view Accounting Balance (the fourth picture above)
4. To view Accounting Payments (the fifth picture above)
5. To view Accounting Settings  (the sixth picture above)
6. To add Pos daily report action Context Template on the top (the seventh picture above)


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Department




ButtonWhat does it indicate?
CreateYou could give permission to create Department
DisplayYou could give permission to see list of Departments
EditYou could give permission to edit Department
RemoveYou could give permission to remove Department


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Sales opportunity




ButtonWhat does it indicate?
CreateYou could give permission to create a Sales opportunity
DisplayYou could give permission to see the list of Sales opportunities
EditYou could give permission to edit the Sales opportunity
RemoveYou could give permission to remove the Sales opportunity
View allYou could give permission to see all Sales opportunities
Show priceYou could give permission to see prices of Sales opportunities


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Sensor




ButtonWhat does it indicate?
DisplayYou could give permission to see the list of Sensors
EditYou could give permission to edit Sensors


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Shipment



ButtonWhat does it indicate?
CreateYou could give permission to create Shipment
DisplayYou could give permission to see the list of Shipments
EditYou could give permission to edit Shipment
RemoveYou could give permission to remove Shipment
Update statusYou could give permission to update date time Shipment
Show priceYou could give permission to see Shipment price in Shipments Table and in Shipment, including Shipment fee.
Master


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Specialisation



ButtonWhat does it indicate?
View You could give permission to see the list of Specialisations in the Employee tab (second one in the grey field)
CreateYou could give permission to create Specialisation
DisplayYou could give permission to see the list of Specialisations
EditYou could give permission to edit Specialisation
RemoveYou could give permission to remove Specialisation


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System options





ButtonWhat does it indicate?
Display

EditYou could give permission to see and edit:
1. System;
2. Integrations;
3. Logs;
4. Menu


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Subcontractor



ButtonWhat does it indicate?
CreateYou could give permission to create a Subcontractor
DisplayYou could give permission to see the list of Subcontractors
EditYou could give permission to edit the Subcontractor
RemoveYou could give permission to remove the Subcontractor


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Supplier



ButtonWhat does it indicate?
CreateYou could give permission to create Suppliers
DisplayYou could give permission to see the list of Suppliers
EditYou could give permission to edit Suppliers
RemoveYou could give permission to remove Suppliers


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Tag



ButtonWhat does it indicate?
EditYou could give permission to edit Tags


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Templates



ButtonWhat does it indicate?
ViewThe customer also should need this Permission if he wants to create Templates (in Order proposal)
CreateYou could give permission to create Templates
Display

EditYou could give permission to edit Templates
RemoveYou could give permission to remove Templates


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Article Tests




ButtonWhat does it indicate?
CreateYou could give permission to create Article Tests
Display

EditYou could give permission to edit the Article Tests
Create+EditYou could give permission to copy the Article Tests
RemoveYou could give permission to remove Article Tests





Time option




ButtonWhat does it indicate?
DisplayYou could give permission to see the list of Time options
EditYou could give permission to edit the Time option


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Workgroup



ButtonWhat does it indicate?
CreateYou could give permission to create a Workgroup
DisplayYou could give permission to see the list of Workgroups
EditYou could give permission to edit the Workgroup
RemoveYou could give permission to remove Workgroup


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Workplace



ButtonWhat does it indicate?
CreateYou could give permission to create a Workplaces and Operations
Display You could give permission to see the list of Workplaces and Resources tab
EditYou could give permission to:
1. Edit Workplace;
2. See Resources tabs: Resources, Premises and Cameras
RemoveYou could give permission to remove Workplaces and Operations


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Combined permissions



Permission firstPermission secondWhat does it indicate?
Invoice Master
Payment report Master
You could give permission to change Invoice number, which starts from


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FAQ about Employee permissions

If i will create list of employees now with not proper role, and if We'll create a new, proper roles tomorrow with all needed permissions, will it change permissions for each employee with this new role?

Yes, Employee permissions are related with specialisation. If you add Employee to specialisation, Employee has permissions from specialisations and if you remove specialisation from Employee, he doesn't have permissions.