Authorizations are issued to employees

In short

What an employee is allowed to see and edit is set by you. Settings → Employees → Name → Permissions One. The fastest way is with an authorization template: Admin, Supervisor, Employee, Trainee, or Guest. Rights for extensions are separate in the respective extension.

Here’s how it works

  1. Employees openSettings → Employees, Click on the name, go to the «Permissions» tab.
  2. Choose a templateSelect «Authorization Template» as Admin, Supervisor, Employee, Trainee, or Guest. You can save customized rights as your own template with «Save as Template», for example for machine operators.
  3. Customize individual rightsFrequently used: «Time tracking others create», «Time tracking blocked entries edit», «View order costs» and «Orders controlling». Then «Save».
  4. Unlock expansionsWood management, PolterMap and QR Code time recording: Extensions → Name → Permissions, Save as «Person on »Aktiv'. Planning tool: Extensions → Planning tool → Details → Settings → Authorization.
Tip: «View order costs» and «Order Controlling» are two separate rights. Those who want to see prices need the appropriate one.

Common problems

He lacks the option to «View order costs» or «Order control». Both of these can be found under Settings → Employees → Name → Permissions.

He lacks the right to «time recording by others»: Settings → Employees → Name → Permissions.

This release is included in the extension: Extensions → Planning tool → Details → Settings → Authorization. There, turn on the «Absences» and «Planning tool» switches per person.

Video instruction

Video von YouTube

Beim Abspielen werden Daten an YouTube (Google) übermittelt.

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