User Access Restrictions Policy

Scope

This policy is to provide detail on the various categories of user and the standard access they are granted to the Software.

Policy

Key users

Administrator: has access to the Required Modules and associated configuration options and can add projects, jobs, costs and specifications;

Project manager: has restricted access to use the Required Modules and can add projects, jobs, costs and specifications, with no access to configuration options;

Buyer: has restricted access to the Required Modules and can add projects, jobs, costs and specifications, with no access to configuration options, brand management, charging, e-procurement and reports;

Contract Manager: has restricted access to the Required Modules and can add projects, jobs, costs and specifications, with no access to configuration options or brand management;

Contributor: has restricted access to the Required Modules with no access to add projects, jobs, costs or specifications, and with no access to configuration options, charging, e-procurement or reports;

File share: has access to specified documents folders only on those jobs in which they are involved;

Finance officer: has restricted access to specified reports and an overview of jobs and projects only.

 

Unlimited (FREE) Users

Authoriser: has restricted access to authorise orders placed by members of their teams/departments;

Asset approver: has restricted access to approve imported assets;

Asset library: has restricted access to the assets they have approval to use;

Client: has restricted access to the client interface of Required Modules only;

Supplier: has restricted access to the supplier interface of Required Modules only;

Timesheet user: has the ability to record time worked on jobs which they have worked on or are linked to their name only.