Role
Role page is a page where you can allot access rights to specific roles of your staff. Here you can create new custom roles. There are different default roles like accountant, executive, leader and owner. You can edit several page properties for specific roles as well. Yo can delete a custom role but not default ones. You can see what number of properties are assigned to what number of members.
step 1: On the role page click on the ADD ROLE button. you will be redirected to next page where you can create your own role.
step 2: After clicking on the Add Role button, here you will have to enter role name in role title and then on the access rights of various pages in order to allow other users to access pages. After doing that you can click Save Changes button at the bottom of page. Now your new role has been created.
As shown in picture you can edit,delete and copy roles just by clicking each button as shown in picture.
On clicking 'ORANGE' button you will be able to edit roles.
On clicking 'RED' button you will be able to delete role.
On clicking 'GREEN' button you will be able to copy role.
You can customise acccess rights related to following pages - Contacts, Companies, Projects, Client Communication, Documents, Reports, Query and almost all pages on Easycloudbooks.
You can stop access or you can give limited access or full access to users on contact page.
To Stop Access - Turn off Contact Page
To give access to only those contacts on whose projects user is working - keep advance button off.
To give access to all contacts - Turn on advance button. Note :- You can control Create, Edit, Delete, Import from excel properties with turn on/ turn off button.
You can stop access or you can give limited access or full access to users on companies page.
To Stop Access - Turn off Companies Page
To give access to only those companies on whose projects user is working - keep advance button off.
To give access to all companies - Turn on advance button Note :- You can control Create, Edit, Delete, Import from excel, custom fields related, relationship manager properties with turn on/ turn off button.
That depends upon your organisation policy. If you want to control who can create, view, edit, delete contacts or companies, you can do this with this feature. Further if your practice unit grows and you want to specifically appoint practice manager who is responsible for number of contacts made or companies created during particular period and such related aspects this feature is going to help.
When project page is OFF on role page, then even if user is ASSOCIATED WITH PROJECTS (project member or project manager) he can not access projects at all. So you should turn off projects page carefully.
When project page is on, then by default users will be able to see ASSOCIATED PROJECTS (projects on which user is project manager or user). Further user will be able to view NOT ASSOCIATED PROJECTS, only if ADVANCE button is on.
That depends on whether user is associated with project or not.
- If user is associated with project as PROJECT MANAGER, then user have all rights related to project as default rights even if role page restricts it.
- If user is associated with project as PROJECT MEMBER (EXECUTIVE), then also default rights of executive apply and role page can just restrict visibility of price.
- If user is NOT ASSOCIATED with project then he can view those unassociated projects only if ADVANCE button is ON and will have NO DEFAULT rights and you can control his rights on those projects turning on / off functionalities below advance setting button.
You can give Advance feature to one or more staff to review projects and follow up project managers for speeding up. Usually this work belongs to owner of small practice unit but if your firm grows and owner want to delegate work of project review to other practice manager then he can give them advance access rights.
Further you can give right of project creation to one advance user who will be just creating projects and assigning team on it. In short you are given full customisation to suit your organisation style.
Note :- User who have been given Advance rights on projects will be able to see Manager filter to display projects on which user is not associated but has responsibility of reviewing and follow up.
This is because user may be advance user but he may not have been given view right for details inside project. You can give him this right under advance rights under projects inside role page.
When Documents and Report Page access right is OFF, user will not be able to go to that page even if he is accessing documents by clicking it from project page under document section. When Documents and Report Page is ON, and ADVANCE right is OFF, user will be able to view documents and reports only for the projects on which he is working and associated previous projects, and he will be able to upload, delete documents if that feature is ON.
ADVANCE right is ON, user will be able to view all documents for all companies even if he is not associated with any projects and upload, delete functionality depends will work only if buttons are ON.
This module tracks every movement of documents and folders. You will be able to see who uploaded, deleted, moved etc. documents and folders. Further if you want to recover documents deleted then this feature is also available.
If you don't want to use timesheet functionality you can keep it OFF for some users. Further if you turn ON time sheet, you can control whose time sheet can be seen. If ADVANCE button is OFF, user can see only his timesheet.
If ADVANCE button is ON, user can see timesheet of all users. Owner can use this functionality to delegate some of his work related to reviewing timesheet of other staff to some user.
If you dont want to give access to In-Out Document page for some users, you can do it by keeping OFF In-Out document page. Further if you turn ON In-Out Document page, you can control what user can do there for instance.
If CREATE button is ON, user will be able to make entry for Incoming and Outgoing documents.
If EDIT button is ON, user will be able to edit his already entered entries. However user will not be able to edit others users entries in any case.
If DELETE button is ON, user will be able to delete his entered entries only if ADVANCE button is OFF and if ADVANCE button is ON, then he will be able to delete entries of other users as well.
Through role on query page, you can control who can see query page and what he can do there.
If QUERY page is ON, user will be able to go to Query page and he will be able to view queries related to him i.e. queries asked to him and queries asked by him.
If CREATE button is ON, user will be able to raise queries on query page. However user has default right of raising query on projects on which he is project member.
If ADVANCE button is ON, user will be able to view queries of others users as well. Further user will be able to Close the queries of other users if no discussion occurred for last 30 days.
Queries need to be solved fast and if you want to assign someone with duty of making sure about it, you can give him advance role. With this role user will be able to view queries of all the person and manage the queries. This will reduce the burden of overall management of practice.
If Super Owner wish to delegate authority of managing staff to some other person he can do this with use of access role on staff page. Turn on Staff Page and user will be able to view staff list page. You can further control what he can do on that page by turning ON/ OFF properties.
User will be able to use the above referred rights as follows -
- User will NOT be able to change properties of other staff if those staff member have ADVANCE rights on staff Page.
- User will not be able to change his properties if User himself have NO ADVANCE right.
- User will be able to change those properties of NON ADVANCE staff for which he has right. Further use will be able to change his OWN properties if he has ADVANCE right.
Super owner can give customised rights of managing year and periods for which projects can be created to some other users. Turning ON the Year and Period page, he can allow users to view year and period page and further he can give rights of Create,Edit, Delete year and periods.
Super owner can give customised rights of managing services to other users.
He can customise setting rights of Create, Edit, Delete custom fields and due dates.
Owner can reduce burden of managing and updating services by delegating these rights to other users.
Super owner can control which user can see team page and what he can do on team page. If owner wish he can give other rights like creating, editing and deleting team to other users also.
When advance button is off, user will be able to view only those contacts of companies on which user is working on projects. When advance button is turned on, user will be able to see all contacts.
When advance button is off, user will be able to view only those companies on which user is working on projects. When advance button is turned on, user will be able to view all companies.
When advance button is OFF on projects access, user will be able to see only those projects on which he is member or project manager. When advance button is ON, user will be able to see all projects.
When advance button is OFF, user will be able to view only those documents for projects on which is associated as project member or project manager. When advance button is ON, user will be able to view all files.
When advance button is OFF, related means user will be able to view his timesheet only. When advance button is ON, user will be able to view timesheet of all the staff.
When advance button is OFF, related queries mean user will be able to view only those queries which are asked to him or asked by him. When advance button is ON, user will be able to view queries related to other users as well.
When advance button is OFF on multiple projects, user will be able to create multiple projects only for services belonging to his team. When advance button is ON, user will be able to create projects related to all services.
When advance button is OFF on template, user will be able to templated for only for services belonging to his team. When advance button is ON, user will be able to create templates for all the services.
When advance button is OFF, related means user will be able to search for contacts, companies only from projects on which he is working, When advance button is ON, user will be able to search for contacts and companies from all contacts and companies without any restriction.
User can view All Statements If Create Property is Selected and advance button is On.
Super owner can control which user can see Review Projects & Finished Projects page and what he can do on that pages. If switch is On then user can open Review Projects & Finished Projects page.
Super owner can control which user can see scheduler page and what he can do on that pages. If switch is On then user can open, create, edit & delete schedulers.
Super owner can control which user can see Automation Page and what he can do on that pages. If switch is On then user can open, create, edit & delete Automation Page.
Super owner can control which user can see Create Notification Page and what he can do on that pages. If switch is On then user can open, create & delete Notification groups.
Super owner can control which user can see Email Template and what he can do on that pages. If switch is On then user can open, create, edit & delete Email Template.
Super owner can control which user can see Notification dashboard, SMS log & Email log page and what he can do on that pages. If switch is On then user can open Notification dashboard, SMS log & Email log page.
Super owner can control which user can see Query Builder page and what he can do on that pages. If switch is On then user can open, create, edit & delete Query Builder.
Super owner can control which user can see Account/Voucher page and what he can do on that pages. If switch is On then user can open, create accounts, delete vouchers. If advance is On User can Change Voucher Specific Roles and Close Account.
Super owner can control which user can see Custom Field page and what he can do on that pages. If switch is On then user can open, create ,edit and delete Custom Field.
Super owner can control which user can see Tax Setting Page and what he can do on that pages. If switch is On then user can open, create ,edit and delete Tax Setting .
Super owner can control which user can see Export Page and what he can do on that pages. If switch is On then user can open, create ,edit and delete Export.