RMS Setup

In the "RMS" section of the "Setup," you can assign and manage access rights for using each of the many features of the PMS.

For more specific information, please see the desired sections listed below:

General Permission To Use Project Management

In this field, you can select which groups you would like to be able to use the Project Management module.

Simply move the groups you would like to grant access rights to into the left-hand "Has Right" column and ensure that those groups whose members you do not want to have access to the module are located in the right-hand "No Right" column. In order to move groups between columns, you can use the small arrow icons located between the columns or simply double-click on the desired group's name.

Access To All Users' Last Actions Logs

In this field, you can grant certain groups access to the last actions logs of all users within the system.

By moving a group into the left-hand "Has Right" column, its members will be able to see all other users' last action logs by going to "Users/List" and clicking on the log icon next to the desired user.

Messenger Usage

This field allows you to select the groups whose members you would like to be able to use the system's messenger.

In order to grant access, simply move the desired groups into the left-hand "Has Right" column using the provided arrow icons or double-clicking on the desired groups' names.

The selected groups will then be able to use the PM messaging feature, which can be accessed from the "Sidebar" on the left-hand side of your screen and allows you to communicate with other PM users via internal messages.

Notes and Files

Here, you can determine which groups will be able to view notes and files when specific visibility options are assigned to them.

For each visibility option, select the groups that you would like to be able to view the notes or files, and move them into the "Has Right" column.

When you are finished, click "Submit Changes" and the new visibility settings will be applied.

To use an example from the image above, if, when creating a note, you select "Leader" within the "Visibility" section of the form displayed below, only users belonging to the "Administrators," "Supervisors," or "Contractors" groups will be able to see the note.

Local Events

This field allows you to specify individual rights for writing, reading, and deleting local events.

In each of the three sections, simply select the groups that you would like to be able to perform that specific action and move them into the left-hand "Has Right" column.

When you are done, click "Submit Changes" and the settings will be applied to the system.

Contacts

In this section, you can set rights for individual actions within the CRM system such as adding new contacts or companies, editing contacts' information, viewing contacts' information, and deleting contacts from the system.

In order to grant users the right to add contacts to the CRM, simply move the desired groups into the left-hand "Has Right" column within the "Create" section of the form.

The same can be done within the "Write" section in order to give users the right to edit contacts' information, within the "Read" section in order to give users the right to view contacts' information, and within the "Delete" section in order to give users the right to remove contacts from the system.

Separate rights can be set for all contacts and those specifically classified as serviced contacts.

Projects

Here, you can specify individual rights for creating, editing, viewing, deleting, and closing projects.

In order to specify which users you would like to be able to create projects, select the desired groups and move them into the left-hand "Has Right" column within the "Create" section of the form.

The same can be done within the "Write" section in order to grant users the right to edit project details, within the "Read" section in order to grant users the right to view projects, within the "Delete" section in order to grant users the right to delete projects from the system, and within the "Close" section in order to grant users the right to conclude projects.

Different access rights can be set separately for all projects and those specifically classified as served clients' projects.

Tasks

In this section, you can set individual rights for creating, editing, viewing, deleting, and closing tasks.

In order to specify which users you would like to be able to create tasks, select the desired groups and move them into the left-hand "Has Right" column within the "Create" section of the form.

The same can be done within the "Write" section in order to grant users the right to edit task details, within the "Read" section in order to grant users the right to view tasks, within the "Delete" section in order to grant users the right to delete tasks from the system, and within the "Close" section in order to grant users the right to conclude tasks.

Different access rights can be set separately for all tasks and those specifically classified as served clients' tasks.

Action Items & ToDo's

This section allows you to set individual rights for creating, editing, viewing, deleting, and closing calendar items and ToDo's.

In order to specify which users you would like to be able to create calendar items and ToDo's, select the desired groups and move them into the left-hand "Has Right" column within the "Create" section of the form.

The same can be done within the "Write" section in order to grant users the right to edit item details, within the "Read" section in order to grant users the right to view items, within the "Delete" section in order to grant users the right to delete items from the system, and within the "Close" section in order to grant users the right to conclude items.

Different access rights can be set separately for all items, those specifically classified as "owned action items," and those classified as "shared by calendar."

Administration

In this section, you can set individual rights for accessing the PMS Setup in general and administering specific features such as billing groups, vendors, system tables, data types, and task types.

In order to grant users rights to each of the specific functions, simply move the desired groups into the left-hand "Has Right" column within that function's section of the form.

Those granted access to the PMS administration will then be able to see the "Setup" icon (pictured below) on their screens when logged into the PM module, which can be clicked on in order to modify the system settings as desired.

RMS

This section allows you to specify which users assign contacts to particular groups in the PMS.

Simply select the groups from the column on the left-hand side of the window whose members you would like to be able to assign contacts to groups, and then, within each group's row, check the boxes corresponding to the specific groups (listed at the top of the window) that you would like the users to be able to add contacts to.

In the picture below, for example, members of the "Supervisor" group would be able to assign contacts to the "Client," "Contractor," "Everybody," "Guests," "Partner," "Supervisor," and "Users" groups, as the boxes for these specific groups have been selected.

Timecard

Here, you can select the groups whose members will be able to access and control the Timecards of other users.

In order to grant users the right to view others' Timecards, simply select the desired groups and move them into the left-hand "Has Right" column within the "Read" section of the form.

The same can be done within the "Modify" section in order to grant the specified users the right to alter information in others' Timecards and within the "Reporting" section in order to grant the right to report on others' Timecards.

Budgeting

In this section, you can set individual rights for viewing and modifying the time and money budgeted to tasks and projects.

In order to grant users the right to view the time budgeted for tasks and projects, simply select the desired groups within the "Read" section of the "Time Budgeting" form and move them to the left-hand "Has Right" column.

The same can be done within the "Modify" section in order to grant the specified users the right to alter the time budgeted for tasks and projects, as well as within both sections of the "Price Budgeting" form in order to grant the specified users the right to view and/or modify the money budgeted for tasks and projects.

Invoices

Here, you can set individual rights for viewing and modifying invoices within the PMS.

In order to grant specific users the right to view invoices, simply select the desired groups within the "Read" section of the form and move them into the left-hand "Has Right" column.

The same can be done within the "Modify" section in order to grant the specified users the right to modify invoices within the system.

Those users who are given access to the system's invoice feature will then be able to see the "Invoicing" section on the right side of the screen when viewing the profile of a task or project.

Quality Control

In this section, you can determine which users will have access to the system's quality control feature.

In order to grant specific users the right to view quality ratings of tasks and projects, simply select the desired groups within the "Read" section of the form and move them into the left-hand "Has Right" column.

The same can be done within the "Modify" section in order to grant the specified users the right to alter and assign quality ratings and descriptions for tasks and projects.

Those given access to the system's quality control feature, in either capacity, will then be able to see the "Quality Control" section on the right-hand side of the screen when viewing the profile of a task or project. And should the user have sufficient rights, he/she can add a new quality control entry by clicking on the "Add" icon and filling out the description and quality severity rating as desired.