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To open the User permissions window in AuditDesktop, perform the steps:

1. Open the Settings tab and click Employees.

2. Open the User accounts tab and click Admin login to switch to administrative mode.

3. Enter with the SYSDBA username and the respective password.

4. Click the Permissions button.

5. You can now set the access permissions for each user. When you select an access level, a short description of it will appear in the Description section.

There are three user permission levels:

  • No access - the user does not have access to the function
  • Read-only access - the user has read-only access
  • Read-and-write access - the user has full access to the function

Tip

Inapplicable access levels are coloured in grey. User permissions can be assigned only by the database system administrator SYSDBA.

6. If you right click in the table, you will open a context menu with the following options:

  • Grant all - gives access permission to all levels
  • Grant group - gives access permission to the group that you have clicked in
  • Revoke all - revokes access permission to all levels
  • Revoke group - revokes access permission to the group that you have clicked in

7. When you are ready, click Save.

Available User Access Levels

NAMEDESCRIPTION
Base

Base: Administration

Administrator actions - changing parameters, clearing settings, etc.
Base: Custom tablesAccess to custom table nomenclature.
Base: Data analysisAccess to the OLAP component nomenclature settings.
Base: Import specificationsAccess to data import specification nomenclature.
Base: Merge nomenclaturesAccess to merging nomenclatures.
Base: Report templatesAccess to report template nomenclature.
Engagements
Engagement: Edit engagement approachEdit active engagement approach. As in ''Work on engagement'', respective access must be given to specific engagements.
Engagement: Library of approachesAccess to the Library of approaches used in engagement creation.
Engagement: Manage engagementsEngagement creation, editing, and deletion. Engagement copy and completion. For some of these actions, the user must have the respective access level to the engagement that they are managing.
Engagement: Work offlineAccess to work in offline mode.
Engagement: Work on engagementsWork on engagements. This access level is necessary so that a given user has access to engagements, but they also need to be added to the respective engagement team.
Events
Events: Event managementAccess to the event and meeting management module.
Human Resources
HR: Edit employeesAccess to the employee management module.
Messaging
Messaging: Edit message templatesAccess to message template module.
Messaging: Process message queueProcess message queue (needed for Messaging Service).
Messaging: Send e-mail messagesAccess to the send e-mail module.
Nomenclatures
Nomenclature: Base nomenclaturesBase nomenclature editing.
Nomenclature: Edit company detailsCompany data nomenclature editing.
Nomenclature: Edit client detailsClient data nomenclature editing.
Planning
Planning: Strategic planningAccess to the strategic and annual planning module.
Tasks
Tasks: Task managementAccess to the task management module.
Tasks: View client tasksAccess to all tasks of a selected client, regardless of who creates them or whom they are assigned to.
Timesheet
Timesheet: All timesheet reportsAccess to the timesheet reports of all users.
Timesheet: Enter timesheetsAccess to the time recording module (timesheets).
Timesheet: Leading projects timesheet reportsAccess to current user leading projects timesheet reports.
Timesheet: Office colleagues' timesheet reportsAccess to current user office colleagues' timesheet reports.
Timesheet: Office clients' timesheet reportsAccess to current user office clients' timesheet reports.
Timesheet: Timesheet invoicingInvoiced timesheets marking.
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