Permissions in Projector are used to permit or restrict users from being able to execute certain activities or access particular data – giving your organization a tremendous amount of control. Setting appropriate permissions is essential to balancing the often competing needs of restricting access to ensure data integrity, while providing sufficient flexibility to enable users to work effectively. To accomplish this goal Projector has a multi-tiered security model.
- Global – system wide permissions
- Cost Center – hierarchical tree permissions
- System – engagement manager, project manager, and finance manager specific permissions
- Engagement Stage - permissions based on an engagement's current stage
- Project Stage – permissions based on a project's current stage
- Project – default permissions granted to engagement and project managers
Who Can Edit Permissions
Permissions are a critical aspect to maintaining data integrity, as such you should only allow high level users to change permissions. The global permission Users & Permissions allows editing of global and cost center permissions. This permission should be given out sparingly as anyone with it can also elevate their own privileges. Those with the global permission System Settings can edit system and stage based permissions. This permission should also be used sparingly as users with it can change your entire organization's workflow process.
Run a User Report to view a printable list of users and their global or cost center permissions. Or run an Audit Trail Report to view history of cost centers, installation settings, users, and user roles.
User Types are a very important part of Projector and should be used whenever possible. A user type allows you to categorize your resources into groups. You can then change permissions and settings for the group all at once. Some example groups may be project managers, time or cost entry users, and administrators.
Global User Permissions
Global user permissions are privileges that are granted to a specific user and pertain to that user's ability to access functionality across the entire application. Some examples of global permissions are updating resource direct cost data or editing clients. For a full list please see the Global Permissions Editor.
Cost Center Permissions
Cost center permissions are granted to individual users, but allow that user to access functionality and data for specific cost centers. Recall that a cost center is an hierarchical structure used to model your organization's projects and resources. If a user has permission for a parent cost center, then they also have permission for all child cost centers. Some examples of cost center permissions are creating projects or scheduling resources. For a full list please see the Cost Center Permissions Editor.
Engagement, project, and finance managers may have enhanced invoicing permissions through several settings on the System Settings Editor Billing Tab.
Engagement Stage Permissions
Engagement stages allow you to model the workflow surrounding your engagements. For more information please visit the Stage Editor.
Project Stage Permissions
Project stages allow you to model the workflow surrounding your projects. For more information please visit the Stage Editor.
By identifying someone as an engagement or project manager, you are permitting that person at a minimum to create roles, modify the project workspace settings and create notes.