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Implementation of Access Rights

    Specific Access Rights

    Template implementations based on Lagoon 2.0 have some of the access rights preconfigured. Any other access rights may be customized for individual client's needs. Please do not change (if possible) the rights of existing groups, rather create new groups.

    User vs. Group Access Rights

    When defining new access rights, please rather use Groups instead of Users. Users and their roles may change time from time, so it would be easier to hand over the role in the company to someone else just by changing user's group membership.

    Assign User to Groups

    Power Users

    All Power Users should be placed into group Everyone at least.

    All Power Users should be placed into role Creator & role based on person's working relationship to the company.

    All Power Users should be set to one Profile (used for GUI) - the default is based on template.

    External Associates

    All External Associates should be placed into group External Users.

    All External Associates should be set to one Profile (used for GUI) - the default is based on template.

    Clients

    All Clients should be placed into group External Users.
    All Clients should be set to one Profile (used for GUI) - the default is based on template.

    Access Rights to Estimates, Invoices, Orders

    All access rights are based on the group access rights level set-up for each individual node in Atollon Directory Administration.

    Estimates, Invoices, Orders

    Estimate / Invoice Approver

    Estimate / Invoice / Order  Editor

    Estimate / Invoice / Order Reader

    Time Sheet

    Timesheet Approval group - users enabled to see / approve timesheets of other users.

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