As any other permissions in Easy Projects, global permissions are accessible through User menu on the header menu.
- Log in as a user with ‘Manage system settings’ permission (e.g. Administrator-role one). If you are already logged in, skip this step.
- From User menu | Settings, select Roles.
- To access global permissions, you can either click on the name of one of the existing roles, e.g. Administrator, or click the "Create a new role" button. Both will take you to Role Details screen. The global permissions section is in the top right-hand corner.
This type of permission is system-wide. Here’s a summary of global permissions:
|Access all projects (not in portfolios)||Grants you access to any project, unless it is included in a portfolio. Access to projects included in portfolios is governed by permissions at the individual portfolio level and/or the global permission 'Manage all portfolios', see below.This very broad permission usually lies with CEO, other senior administrative or supervisory staff. Coupled with permissions for projects where user is NOT member of (follow the link to learn more), ‘Access all projects’ one gives user a range of access rights to activities, time logs, assignee lists, etc.|
|Add projects||Enables you to add projects to the system. The right to add projects would normally be granted to team members acting as project managers. Accordingly, Project Manager role (built-in role) user has this permission enabled by default.|
|Manage system settings||The most powerful of all permissions in Easy Projects, as it gives user access to administration controls (User Menu, primarily) that allow you to create (invite) users, roles, customers, edit system lists, or add custom fields to projects or activities. An Administrator-role (built-in role) user has this permission enabled and indelible by default.|
|Invite users*||(Enabled and grayed out when 'Manage system settings' is enabled) This permission allows the user to invite users while in the assignee or project member management dialog box. To learn more, refer to Activity assignments, Project assignments or Inviting users.|
|Manage workflows||Allows you to access workflows, create new ones and edit existing ones.|
|Access common reports||Unlocks access to such reports as Billing Report.|
|Access report generator||Allows you to use Report generator. By default, Project Manager-role and Administrator-role users have this permission enabled.|
|Access billing information||Allows you to view billing details, as appear on the Project Details page, Activity Center. By default, Project Manager-, Supervisor- and Administrator-role users have this permission enabled.|
|Add portfolios||Allows you to add portfolios, as appear in the Project Details section, Activity Center, etc. By default, Project Manager-, Supervisor- and Administrator-role users have this permission enabled.|
|Manage all portfolios||Allows you to view and edit portfolios and their contents. By default, Project Manager-, Supervisor- and Administrator-role users have this permission enabled.|
|Manage own vacations||Allows you to view and edit vacations, as appear on Vacation Calendar. By default, all both predefined and built-in roles have this permission enabled.|
|Manage other people vacations||Allows you to view and edit vacations of other people, as appear on Vacation Calendar. By default, no predefined or built-in role has this permission enabled.|
|Manage customers||Allows you to manage customers: adding, editing, deleting them.|
|Add custom forms||Allows you to add custom forms.|
|Manage all custom forms||Allows you to manage custom forms, both your own and other people's.|
|Access Business Intelligence||Allows you to use Business Intelligence** reports.|
|*) The user's project role or global role must allow for viewing AND managing assignees/project members for the global permission to be usable.
**) Available as an optional add-on.
Even though the 'Invite user' permission does not give access to the user management section (User Menu | Settings | Users), it makes available the Add user command on quick action menu.
A construction company runs a number of projects. Mr. Smith is a senior manager at the fiscal department. His job includes ensuring that the way projects bill their customers follows company policies to the letter. To do that, as EP user, he would need access to all projects under way, i.e. ‘Access all projects’ permission. As reports provide detailed information on projects and activities, another permission he might need would be ‘Access common reports’, etc. Apart from the global permissions, Mr. Smith would also need some permissions toward projects he is not a member of. See Permissions for projects where user is NOT member of for more details. Mr. Smith’s global permissions might look as shown below.