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
NAME | DESCRIPTION |
---|---|
Base | |
Base: Administration | Administrator actions - changing parameters, clearing settings, etc. |
Base: Custom tables | Access to custom table nomenclature. |
Base: Data analysis | Access to the OLAP component nomenclature settings. |
Base: Import specifications | Access to data import specification nomenclature. |
Base: Merge nomenclatures | Access to merging nomenclatures. |
Base: Report templates | Access to report template nomenclature. |
Engagements | |
Engagement: Edit engagement approach | Edit active engagement approach. As in ''Work on engagement'', respective access must be given to specific engagements. |
Engagement: Library of approaches | Access to the Library of approaches used in engagement creation. |
Engagement: Manage engagements | Engagement 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 offline | Access to work in offline mode. |
Engagement: Work on engagements | Work 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 management | Access to the event and meeting management module. |
Human Resources | |
HR: Edit employees | Access to the employee management module. |
Messaging | |
Messaging: Edit message templates | Access to message template module. |
Messaging: Process message queue | Process message queue (needed for Messaging Service). |
Messaging: Send e-mail messages | Access to the send e-mail module. |
Nomenclatures | |
Nomenclature: Base nomenclatures | Base nomenclature editing. |
Nomenclature: Edit company details | Company data nomenclature editing. |
Nomenclature: Edit client details | Client data nomenclature editing. |
Planning | |
Planning: Strategic planning | Access to the strategic and annual planning module. |
Tasks | |
Tasks: Task management | Access to the task management module. |
Tasks: View client tasks | Access to all tasks of a selected client, regardless of who creates them or whom they are assigned to. |
Timesheet | |
Timesheet: All timesheet reports | Access to the timesheet reports of all users. |
Timesheet: Enter timesheets | Access to the time recording module (timesheets). |
Timesheet: Leading projects timesheet reports | Access to current user leading projects timesheet reports. |
Timesheet: Office colleagues' timesheet reports | Access to current user office colleagues' timesheet reports. |
Timesheet: Office clients' timesheet reports | Access to current user office clients' timesheet reports. |
Timesheet: Timesheet invoicing | Invoiced timesheets marking. |