Employees Permissions

modified: 2023-05-08

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

Combined Permissions

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

Button	What does it indicate?
Create	You could give permission to create new Dynamic tables
Display	You could give permission to see the list of Dynamic tables
Edit	You could give permission to edit Dynamic tables
Remove	You could give permission to remove Dynamic tables
View all	You could give permission to see all Dynamic tables

Agent

Button	What does it indicate?
Create	You could give permission to create Agent
Display	You could give permission to see the list of Agents
Edit	You could give permission to edit Agents
Remove	You could give permission to remove Agent

Article

Button	What does it indicate?
Create	You could give permission to create Article and Article Categories
Display	You could give permission to see the list of Articles, Article exposition and Article Categories
Edit	You could give permission to edit Articles, and Article Categories, manage Comments (Resources --> Comments) and see or copy Article Tests
Remove	You could give permission to remove Article and Article Categories
Confirm	You could give permission to confirm Article and Article Categories
Master	You could give permission: 1. To edit an Article without unlocking it

Article test

Button	What does it indicate?
Create	You could give permission to create Article
Display	You could give permission to see the list of Articles and Article Categories
Edit	You could give permission to edit Articles, manage Comments (Resources --> Comments) and see and copy Article Tests
Remove	You could give permission to remove Article

Auth token

Table

Button	What does it indicate?
Create	You could give permission to create Table
Display
Edit	You could give permission to edit tables
Remove	You could give permission to remove Table
Update price
Master

Reservations

Button	What does it indicate?
Create	You could give permission to create Table booking (reservations)
Display
Edit	You could give permission to edit Table booking (reservations)
Remove	You could give permission to remove Table booking (reservations)

Boards

Button	What does it indicate?
Create	You could give permission to create a new Board
Display
Edit	You could give permission to edit Board settings
Remove	You could give permission to remove Board

Filter

Button	What does it indicate?
Display
Edit	You could give permission to edit Filters

Printer

Button	What does it indicate?
Display	You could give permission to see the list of Printers ()
Edit	You could give permission to edit Printers

Camera

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

Calendar

Button	What does it indicate?
Create	You could give permission to create a Calendar
Display
Edit	You could give permission to edit Calendar settings
Remove	You could give permission to delete the Calendar

Carrier

Button	What does it indicate?
Create	You could give permission to create a Carrier
Display	You could give permission to see the list of Carrier
Edit	You could give permission to edit Carriers
Remove	You could give permission to remove Carriers

Chart

Button	What does it indicate?
Display	You could give permission to see Charts
Edit	You could give permission to edit Charts

Customer

Button	What does it indicate?
Create	You could give permission to create Customer
Display	You could give permission to see list of Customers
Edit	You could give permission to edit Customers
Remove	You could give permission to remove Customers, Customer's Documents
View all	You could give permission to see all Customers

Customer employee

Button	What does it indicate?
Create	You could give permission to create a Customer employee
Display	You could give permission to see the list of Customer Employees
Edit	You could give permission to see edit Customer Employees
Remove	You could give permission to see remove Customer Employees

Development project

Button	What does it indicate?
Create	You could give permission to create Development project
Display	You could give permission to see the list of Development projects
Edit	You could give permission to edit Development projects
Remove	You could give permission to remove Development projects
View all	You could give permission to see all Development projects (or could see only yourself)

Employee

Button	What does it indicate?
Create	You could give permission to create Employee
Display	You could give permission to see list of Employees
Edit	You could give permission to edit Employees
Remove	You could give permission to remove Employees, to see Employees' Discharge date
View all	You could give permission to see all Employees and see personal email in Employee Table
Show Price	You could give permission to see and edit all Employee's Salaries
Master	You 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

Event

Button	What does it indicate?
Create	You could give permission to create an Event, see all Operations in Jobs and choose Employee in Jobs
Display	You could give permission to see the list of Events, Jobs and Calendar
Edit	You could give permission to edit Events
Remove	You could give permission to remove Events
Update status	You could give permission to update the status of Events (you could see Event status in the list of Operations)
View all	You could give permission to see all Events and start other's Operations
Master	You could give permission to update the date time of Events

Formula

Button	What does it indicate?
Display	You could give permission to see the list of Formulas
Edit	You could give permission to edit Formulas

Invoice

Button	What does it indicate?
Create	You could give permission to create Invoice
Display	You could give permission to see list of Invoices
Edit	You could give permission to edit the Payment of Invoice
Remove	You could give permission to remove Invoices
Update status	You could give permission to update the status of Invoices (you could see Invoice status in the list of Invoices)
Master	You 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

Maintenance

Button	What does it indicate?
Create	You could give permission to create Maintenance
Display	You could give permission to see the list of Maintenance
Edit	You could give permission to edit Maintenance
Remove	You could give permission to remove Maintenance

Material

Button	What does it indicate?
Create	You could give permission to create Material
Display	You could give permission to see the list of Materials
Edit	You could give permission to edit Materials and Inventorization
Remove	You could give permission to remove Materials
Confirm
Update status	You could give permission to credit Materials in Operations and return product from POS Order
Show price	You could give permission to see Materials price
Master	You could give permission to : 1. change Material movement, 2. send Material to Inventory or Inventory to Material, 3. see and change formulas

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

Material.master

Material category

Button	What does it indicate?
Create	You could give permission to create a Material category
Display	You could give permission to see the Material category
Edit	You could give permission to edit the Material category
Remove	You could give permission to remove the Material category

Purchase

Button	What does it indicate?
Create	You could give permission to create Purchase
Display	You could give permission to see Purchase
Edit	You could give permission to edit the Purchase
Remove	You could give permission to remove Purchase
Show price	You could give permission to see all prices in the Purchase
Master

Notification

Button	What does it indicate?
Create	You could give permission to create and edit Notification
Display

Order

Button	What does it indicate?
Create	You could give permission to create an Order proposal (otherwise Employee can't even see icons and )
Display	You 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) 3. see Order type in Calendar operations
Edit	You could give permission to edit Order, add Files to Order
Remove	You could give permission to remove () the Order (otherwise icon will be inactive ()
Confirm	You could give permission to confirm () the Order (otherwise icon will be inactive ())
Update status	You could give permission to update the status of the Order (you could see Order status in the Orders table): cancel, finish
View all	You could give permission to sales manager to see the Order list (otherwise Employee can't even Order list)
Show price	You could give permission to see the Order product price
Update price	You could give permission to update Order's product price
Master	You could give permission to: 1. Start finished Production 2. Create a new Purchase 3.

Order Proposal

Button	What does it indicate?
Create	You could give permission to create an Order proposal (otherwise Employee can't even see icons and )
Display	You 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))
Edit	You could give permission to edit Order, add Files to Order
Remove	You could give permission to remove () the Order (otherwise icon will be inactive ()
Confirm	You could give permission to confirm () the Order (otherwise icon will be inactive ())
Update status	You could give permission to update the status of the Order (you could see Order status in the Orders table): cancel, finish
View all	You could give permission to sales manager to see the Order list (otherwise Employee can't even Order list)
Show price	You could give permission to see the Order product price
Update price	You could give permission to update Order's product price
Master	You could give permission to: 1. Start finished Production 2. Create a new Purchase 3.

Parameter

Button	What does it indicate?
Create	You could give permission to create Parameter
Display	You 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).
Edit	You could give permission to edit Parameters
Remove	You could give permission to remove Parameters
Master	You could give permission to change the range of Parameter's values

Patient appointment

Button	What does it indicate?
Create	You could give permission to create an Appointment
Display	You could give permission to
Edit	You could give permission to edit
Remove	You could give permission to remove

Payment report

Button	What does it indicate?
Create	You could give permission to create
Display	You could give permission to see the list of
Edit	You could give permission to edit
Remove	You could give permission to remove
Master	You could give permission to

Permission

Button	What does it indicate?
Display
Edit	You could give permission to edit Permissions and constraint of Menu

Product

Button	What does it indicate?
Create	You could give permission to create a Product (otherwise Employee can't see icon )
Display	You 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))
Edit	You could give permission to edit the Product (otherwise Employee can't see the icon (In Stored product)), confirm or unconfirm product and go to Shipment from Order
Remove	You could give permission to delete Product (otherwise Employee can't see the icon (In Stored product))
Show price	You could give permission to see the Product sale price
Master	You 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. to go to product by link after Order confirmation 7. to change Shipment date

Production

Button	What does it indicate?
Create	You could give permission to create Production
Display	You could give permission to see the list of Productions
Edit	You could give permission to edit the Production and Operations
Remove	You could give permission to remove Production
Confirm	You could give permission to confirm Production
Update status	You could give permission to update status of Production (to start, to finish), revert and cancel Operations
Show price	You could give permission to see the Production price

Reports

Button	What does it indicate?
Create	You could give permission to create Tables (Reports - Dynamic Tables)
Display
Edit	You could give permission to edit Tables (Reports - Dynamic Tables)
Remove	You could give permission to remove Tables (Reports - Dynamic Tables)
View all	You could give permission to view all Tables (Reports - Dynamic Tables)
Master	You 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)

Department

Button	What does it indicate?
Create	You could give permission to create Department
Display	You could give permission to see list of Departments
Edit	You could give permission to edit Department
Remove	You could give permission to remove Department

Sales opportunity

Button	What does it indicate?
Create	You could give permission to create a Sales opportunity
Display	You could give permission to see the list of Sales opportunities
Edit	You could give permission to edit the Sales opportunity
Remove	You could give permission to remove the Sales opportunity
View all	You could give permission to see all Sales opportunities, otherwise you can see only yourself projects, projects you are assigned to and projects which you created (in Development project)
Show price	You could give permission to see prices of Sales opportunities

Sensor

Button	What does it indicate?
Display	You could give permission to see the list of Sensors
Edit	You could give permission to edit Sensors

Shipment

Button	What does it indicate?
Create	You could give permission to create Shipment
Display	You could give permission to see the list of Shipments
Edit	You could give permission to edit Shipment
Remove	You could give permission to remove Shipment
Update status	You could give permission to update date time Shipment
Show price	You could give permission to see Shipment price in Shipments Table and in Shipment, including Shipment fee.
Master

Specialisation

Button	What does it indicate?
View	You could give permission to see the list of Specialisations in the Employee tab (second one in the grey field)
Create	You could give permission to create Specialisation
Display	You could give permission to see the list of Specialisations
Edit	You could give permission to edit Specialisation
Remove	You could give permission to remove Specialisation

System options

Button	What does it indicate?
Display
Edit	You could give permission to see and edit: 1. System; 2. Integrations; 3. Logs; 4. Menu

Subcontractor

Button	What does it indicate?
Create	You could give permission to create a Subcontractor
Display	You could give permission to see the list of Subcontractors
Edit	You could give permission to edit the Subcontractor
Remove	You could give permission to remove the Subcontractor

Supplier

Button	What does it indicate?
Create	You could give permission to create Suppliers
Display	You could give permission to see the list of Suppliers
Edit	You could give permission to edit Suppliers
Remove	You could give permission to remove Suppliers

Tag

Button	What does it indicate?
Edit	You could give permission to edit Tags

Templates

Button	What does it indicate?
View	The customer also should need this Permission if he wants to create Templates (in Order proposal)
Create	You could give permission to create Templates
Display
Edit	You could give permission to edit Templates
Remove	You could give permission to remove Templates

Article Tests

Button	What does it indicate?
Create	You could give permission to create Article Tests
Display
Edit	You could give permission to edit the Article Tests
Create+Edit	You could give permission to copy the Article Tests
Remove	You could give permission to remove Article Tests

Time option

Button	What does it indicate?
Display	You could give permission to see the list of Time options
Edit	You could give permission to edit the Time option

Workgroup

Button	What does it indicate?
Create	You could give permission to create a Workgroup
Display	You could give permission to see the list of Workgroups
Edit	You could give permission to edit the Workgroup
Remove	You could give permission to remove Workgroup

Workplace

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

Combined permissions

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

Permission first	Permission second	What does it indicate?
Material Display	Material Edit	You could give permission to stock quants in Operation

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.