User accesses are defined by Roles
- Virtually anything in Skills Workflow can be controled by specific roles.
- That means that you can go as further as specifying for each single user, what he can or cannot see or change.
- All you need to do is grant him or deny him a role
Categories of roles
There are 7 categories of roles, which define what you can or cannot do with a certain module or document.
- Read - Gives you read-only rights, i.e you can see but cannot change
- Write - Allows you to edit or modify
- Create - Allows you to create
- Save - Includes the Read, Write and Create
- Navigate - Allows you to navigate to a certain module
- All - Grants you access to all documents/data in a certain module
- Approve - Gives you access to do approvals on a specified module.
These suffixes together with the document or module name constitute the role itself.
E.g. The role TimesheetNavigate will allow you to navigate to the Timesheet module.
Roles representing system features
- Chat - Access to chat
- Crm - Access to the Clients List
- Files - Access to files uploaded on documents
- Gantt - Access to the Gantt chart
- Assignment - Access to Team Assignments
- Timesheet - Access to Timesheets
- Vacation - Access to Leaves
Roles representing Documents
- Contract - Access to Fees
- Deliverable - Access to Jobs
- Estimate - Access to Estimates
- Expense - Access to Expenses
- Project - Access to Projects
- Ratecard - Access to Ratecards
- Report - Access to Reports
- You can group a set of roles into what we call a Profile.
- Instead of granting the users loose roles, you give them pre-set Profiles instead.
- Profiles make user accesses much easier to maintain and control.
- Profiles are also completely customizable in terms of roles inside and also naming.
- A typical example is the Account Profile which is comprised by the roles: DeliverableSave, ChatSave, EstimateRead, ProjectSave, VacationSave, TimesheetSave, TimesheetApprove, GanttSave.
We have a standard list of Profiles which come by default in Skills Workflow.
- Requester Profile - Given to whoever will create Jobs and Projects. Typically all Accounts.
- Responsible Profile - Give to supervisors that will not create Projects or Jobs but will add their inputs. E.g. Department Heads.
- Executor Profile - Given to actual executors such as creatives, copywriters, producers, etc.
- Finance Profile - Given to finance users which usually have full visibility over everything.
- HR Profile - Given to anyone from Human Resources which will do the maintenance of user leaves.
- Maintenance Profile - Given to IT's who will be the administrators of the system.