USER ROLE ACCESS – HELP FILE

Created by Yogashree MP, Modified on Tue, 10 Feb at 11:42 AM by Yogashree MP

Customer Master Preferences

Module	Access Name	Applicability	Description
Customer Master Preferences	Users	NA	Company setup option will not be available to users
Customer Master Preferences	Users	Read Only	Can only read company setup details
Customer Master Preferences	Users	Full	Can modify, add, and delete company setup details
Customer Master Preferences	Cost Center	NA	Cost center option will not be available to users
Customer Master Preferences	Cost Center	Read Only	Can only view cost center details
Customer Master Preferences	Cost Center	Full	Can modify, add, and delete cost centers
Customer Master Preferences	Mail & SMS Log	NA	Mail & SMS log will not be available
Customer Master Preferences	Mail & SMS Log	Read Only	Can read mail logs
Customer Master Preferences	Mail & SMS Log	Full	Can send and read mails
Customer Master Preferences	Document Folder Access	NA	Document folder option not available
Customer Master Preferences	Document Folder Access	Self	Can read self-added documents
Customer Master Preferences	Document Folder Access	All	Can add, modify, and delete folders/documents
Customer Master Preferences	Payroll Calendar	NA	Payroll calendar not available
Customer Master Preferences	Payroll Calendar	Read Only	Can read payroll calendar
Customer Master Preferences	Payroll Calendar	Full	Can modify, add, delete payroll calendar
Customer Master Preferences	Master Settings	Access	Master settings menu enabled
Customer Master Preferences	Master Settings	Restrict	Master settings menu hidden
Customer Master Preferences	General Masters	Access	Can add, modify, delete master data
Customer Master Preferences	General Masters	Restrict	No master data modification rights
Customer Master Preferences	Bulk Import	Access	Bulk import enabled
Customer Master Preferences	Bulk Import	Restrict	Bulk import disabled
Customer Master Preferences	Month Lock	Access	Month lock enabled
Customer Master Preferences	Month Lock	Restrict	Month lock disabled
Customer Master Preferences	Client Master Access	Access	Full client master rights across modules
Customer Master Preferences	Client Master Access	Restrict	No client master access
Customer Master Preferences	Analytics	Access	Analytics menu visible
Customer Master Preferences	Analytics	Restrict	Analytics menu hidden
Customer Master Preferences	Salary Structure Lookup	Access	Salary structure lookup enabled
Customer Master Preferences	Salary Structure Lookup	Restrict	Salary structure lookup disabled
Customer Master Preferences	Business Unit Management	Access	Can add/modify/delete business units
Customer Master Preferences	Business Unit Management	Restrict	No business unit access
Customer Master Preferences	User Client Access Group	Access	Can define client access groups
Customer Master Preferences	User Client Access Group	Restrict	Cannot define client access groups
Customer Master Preferences	Restrict Employment Type	Restrict	User can view employees based on employment type only
Customer Master Preferences	Can Delete Documents	Enabled	User can delete documents

Client Management

Module	Access Name	Applicability	Description
Client Management	Client Management	Access	Client module enabled
Client Management	Client Management	Restrict	Client module disabled
Client Management	Client	NA	No client access
Client Management	Client	Read Only	View clients only
Client Management	Client	Full	Add/modify clients
Client Management	Branches	NA	No branch access
Client Management	Branches	Read Only	View branches
Client Management	Branches	Full	Add/modify branches
Client Management	Contact	NA	No contact access
Client Management	Contact	Read Only	View contacts
Client Management	Contact	Full	Add/modify contacts
Client Management	Client Options	NA	No client options access
Client Management	Client Options	Read Only	View shifts, reimbursements, venues, meetings, docs
Client Management	Client Options	Full	Add/modify all client options

Sales Management

Module	Access Name	Applicability	Description
Sales Management	Sales Management	Access	Sales module enabled
Sales Management	Sales Management	Restrict	Sales module disabled
Sales Management	Sales Target	Access	Sales target enabled
Sales Management	Sales Target	Restrict	Sales target disabled
Sales Management	Proposal Approval User	Access	Can assign proposal approver
Sales Management	Proposal Approval User	Restrict	Cannot assign approver
Sales Management	Data Access	Full	Full sales data access
Sales Management	Data Access	Sales Anchor	Access limited to anchor scope
Sales Management	Proposals	NA	No proposal access
Sales Management	Proposals	Read Only	View proposals
Sales Management	Proposals	Full	Add/modify proposals
Sales Management	Leads	NA	No lead access
Sales Management	Leads	Read Only	View leads
Sales Management	Leads	Full	Add/modify leads
Sales Management	Meetings	NA	No meeting access
Sales Management	Meetings	Read Only	View meetings
Sales Management	Meetings	Full	Add/modify meetings
Sales Management	Salary Projection	NA	No projection access
Sales Management	Salary Projection	Read Only	View projection
Sales Management	Salary Projection	Full	Add/modify projection

Contract Management

Module	Access Name	Applicability	Description
Contract Management	Contract Management	Access	Contract module enabled
Contract Management	Contract Management	Restrict	Contract module disabled
Contract Management	Contract	NA	No contract access
Contract Management	Contract	Read Only	View contracts
Contract Management	Contract	Full	Add/modify contracts
Contract Management	PO Line Items	Read Only	View PO lines
Contract Management	PO Line Items	Full	Add/modify PO lines
Contract Management	PO Items	Read Only	View PO items
Contract Management	PO Items	Full	Add/modify PO items
Contract Management	BOQ	Full	Add/modify BOQ
Contract Management	INB	Full	Add/modify INB
Contract Management	Contract Options	Full	Configure OT, overrides, numbering

Project Management

Module	Access Name	Applicability	Description
Project Management	Project Management	Access	Project module enabled
Project Management	Project Management	Restrict	Project module disabled
Project Management	Time Log Approval	Access	Can approve project time logs
Project Management	Project Access	Full	Full project control
Project Management	Project Access	Manager	Only assigned projects
Project Management	Project Details	Read Only	View projects
Project Management	Project Details	Full	Add/modify projects
Project Management	Project Budget	Full	Manage budgets
Project Management	Project Associate	Full	Manage associates
Project Management	Task Allocation	Full	Manage task allocation

Associate Management (Core)

Module	Access Name	Applicability	Description
Associate Management	Associate Management	Access	Associate module enabled
Associate Management	Associate	Read Only	View associates
Associate Management	Associate	Full	Add/modify associates
Associate Management	HR Information	Full	Manage HR letters & leave
Associate Management	Staffing	Full	Manage staffing details
Associate Management	Loan	Full	Manage loans
Associate Management	Investment	Full	Manage investments
Associate Management	Delete Associate	Yes	Can delete associate
Associate Management	Delete Associate	No	Cannot delete associate
Associate Management	Update Emp No	Enabled	Can update employee number
Associate Management	Update Bank Details	Enabled	Can update bank/statutory
Associate Management	Verify Bank	Enabled	Can verify bank
Associate Management	Generate Form 16	Enabled	Can generate Form 16
Associate Management	Generate ID Card	Enabled	Can generate ID cards
Associate Management	Bulk Doc Download	Enabled	Download associate docs

Reimbursement Management

Module	Access Name	Applicability	Description
Reimbursement	Reimbursement Module	Access	Module enabled
Reimbursement	Item Approve	Access	Can approve items
Reimbursement	ESS Request	Access	Can approve ESS requests
Reimbursement	Item Entry	Read Only	View entries
Reimbursement	Item Entry	Full	Add/modify entries
Reimbursement	Manager	Full	Manage approvals

Requirement & Sourcing (Condensed)

Module	Access Name	Applicability	Description
Requirement	Requirement Module	Access	Module enabled
Requirement	Bill Rate View	Access	View/edit bill rate
Requirement	Requirement Data	Full	Full requirement data
Requirement	Requirement Data	Team	Team data only
Requirement	Requirement Details	Full	Edit requirements
Sourcing	Sourcing Module	Access	Module enabled
Sourcing	Resume Search	Yes	Can search resumes
Sourcing	Candidate Tagging	Yes	Can tag candidates
Sourcing	Interview	Yes	Manage interviews
Sourcing	Offer	Full	Manage offers
Sourcing	Offer Letter	Yes	Generate offer letters

Time Sheet Management

Module	Access Name	Applicability	Description
Timesheet	Module	Access	Module enabled
Timesheet	Approve	Access	Approve timesheets
Timesheet	Adjustment	Access	Approve adjustments
Timesheet	Attendance Manager	Access	View team attendance
Timesheet	Leave Update	Access	Update leave
Timesheet	Biometric Import	Access	Import biometric
Timesheet	Shift Manager	Full	Manage shifts

Payroll

Module	Access Name	Applicability	Description
Payroll	Payroll Manager	Access	Payroll module enabled
Payroll	Statutory Docs	Read Only	View statutory
Payroll	Statutory Docs	Full	Manage statutory
Payroll	Payment Status	Full	Modify payment status
Payroll	Lock Payroll	Access	Lock payroll
Payroll	Unlock Payroll	Access	Unlock payroll
Payroll	Recompute	Access	Recompute payroll
Payroll	Payslip Bulk	Access	Bulk payslip download

Financials, Reports, Service Requests (Summary)

Module	Access Name	Applicability	Description
Financials	Finance Module	Access	Finance module enabled
Financials	Invoice	Full	Manage invoices
Financials	Debit/Credit	Access	Manage notes
Reports	Reports	Access	Reports menu enabled
Reports	Module Reports	Access	Generate module reports
Income Tax Override	Override	Read Only	View overrides
Income Tax Override	Override	Full	Manage overrides
Service Requests	User	Self	View own SR
Service Requests	User	Full	Manage all SR
Service Requests	User	Team	Team SR only
Service Requests	User	Cost Center	Cost center SR

Attachments (1)

xlsx

Access rights.xlsx
26.1 KB