Set user rights for employees

No permission

Employees with No permission can access all registers in Settings, but do not have permission to make any changes.

Full permission

Employees with Full permission can add and edit all the registers in Settings.

Permission to customers where the employee is account manager, task owner or participating in a task

If an employee is account manager, task owner or taking part in a customer task, he or she will have full access for that customer. The employee can see other customers but cannot make updates.

Full permission to customers at the employee's office

An employee with this permission has full access to the customers that belong to the same office as the employee.

Full permission

An employee with Full permission to the customer register may update all the customers and add new ones.

Permission to the employees own time and outlay registrations

An employee with this user rights only has access to their own time- and outlay registrations.

Full permission

An employee with Full permission has full user rights to all employees' time- and outlay registrations, which means that he or she can make new registrations and mark days as finished for all employees.

No permission

The Invoicing menu is not displayed to employees with No permission.

Permission to process previously created invoice bases, where the employee is a task owner

The employee can adjust and approve task in previously created customer invoice bases where he or she is responsible for particular tasks. This permission is only displayed if the agency has chosen to approve invoice bases by task instead of by customer.

Permission to create and process invoice bases where the employee is an account manager

The employee can create, adjust and approve customer invoice bases where he or she is account manager. If the agency has chosen to approve invoice bases by task instead of by customer, the previous permission also applies.

Full permission to create and process invoice basis for customers at the employee's office

An employee with this user right has full permission to create and process invoice basis for all customers that belong to the same office as the user.

Full permission

The employee can create, adjust and approve all customer invoice bases.

No permission

No permission means that the employee can not access the Resource planning, neither from the main menu nor on the customer. Using this permission, the graphs Hours and Invoicing will no longer be visible on the Overview page and on the customer's Overview tab.

Permission to read

An employee with this user right will only have access to see the resource planning. All customers and employees are displayed but he or she cannot plan or edit hours.

Permission to read and plan their own hours

An employee with this user right can read the resource planning for all customers and employees. The employee can plan and edit hours for themselves and for other employees and for the customers where the employee is account manager.

Permission to read and plan their own hours as well as hours for customers where the employee is account manager

An employee with this user right can read the resource planning and plan hours for themselves and for other employees for the customers where the employee is account manager. In the Per customer view, all customers are displayed. But in the Per employee view, the employee only sees himself.

Full permission

An employee with this user right can read the resource planning for all customers and employees. The employee can plan and edit hours for themselves and for other employees and for the customers where the employee is account manager. This permission level is required to change capacity utilization ratio limits.

No permission

No permission means that the employee can not create or read any reports in the program.

Permission to follow up the employees own time and outlay registrations

An employee with this user right can create all reports but only view information based on their own time- and outlay registrations.

Permission to follow up time and outlay registrations for the customers where the employee is account manager

An employee with this user right can create all reports but only see information about time- and outlay registration for customers where the employee is account manager.

Full permission

An employee with Full permission can create reports for all customers and other employees.

Note that it is only when you have the role Administrator in Spiris and the user rights Full permission in Practice management that you can activate the solution. The user right settings will not be visible until you have activated KYC.

No permission

The user right settings for the KYC is not visible. .

Permission to read the general risk assessment

An employee with Permission to read can read the general risk assessment.

Full permission to read, create and finalize the general risk assessment

An employee with Full permission can start, edit and finish a General risk assessment.

Permission to read finalized KYC reports

An employe with Permission to read can see completed KYC reports.

Permission to read and create KYC reports

An employe with Permission to read and create can see completed KYC reports. They can also start new KYC reports, but can not finalize them.

Full permission to read, create and finalize KYC reports

An employee with Full permission can see completed KYC reports, start, edit and finalize KYC-reports.