How can I configure access right to projects by client?
Hi,
As I can see, in some profiles we can configure what projects can see the user, based on clients (see the following link for more info: http://prntscr.com/eb2ney)
What is the option in profiles for this feature?
Regards,
Luis
-
Hi Luis,
Wordbee proposes two different and complementary solutions to restrict access on client basis:
1) The screen you show restricts user's access to projects of specific clients. Of course, the user profile of that user must authorize access to projects to start with (check out the manager access rights profile).
2) In addition, there is an access right enabling a user to exclusively access projects to which he/she is assigned as project manager (either principal or secondary manager).
No 1 is useful if the client portfolio of each PM is clearly predefined. PM 1 manages client A and B, PM 2 client C, and so on.
No 2 is more flexible and responsibilities can be defined individually per project. It is also useful if 2 PMs share certain projects (assign one as primary and another as secondary manager).
Since the assignment of PMs can be automated using project profiles and order form profiles (or via the API), there is pretty much flexibility.
I admit that my description above is quite short. If you need more info please let me know.
Regards,
Stephan
0
Bitte melden Sie sich an, um einen Kommentar zu hinterlassen.
Kommentare
1 Kommentar