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Every module in Microbizz has a set of permissions, which is the case for the planning module as well.

For a general understanding of permissions visit this section.

Keep in mind that the users must log off the system and back again before the permissions take effect.





The available permissions are as follows:

  • Company - block:
  • Company - create:
  • Company - edit:
    • Company - delete:
  • Company - combine:
  • Company - see activity:
  • Company - adresses:
  • Company - bites:
  • Company - people:
  • Company - view forms:
    • Company - fill out forms:
  • Company -  competences:
    • Company - edit competences:
  • Company - supsciptions:
  • Company - emails:
  • Company - emails sent:
  • Company - sales campaigns:
  • Company - calls:
  • Company - contracts:
  • Company - relations:
  • Company - units:
  • Company - assignments:
  • Company - reminders:
  • Company - invoice lines:
  • Company - EDI:
  • Company - economic key figures:
  • Company - production:
    • Company - routes: 
  • Company - files:
  • Company - accounts:
  • Company - extranet:
  • Company - registrations:
  • Company - Direct Connect:
  • Company - NN market dataa:
  • Company - prices:
    • Company - edit prices:
  • Company - product no.:
  • Company - direct order:
    • Company - direct order config:
  • Company - modified function:
  • Company - depot:
  • Company - depot order lines:
  • Company - support ticket:
  • Company - week list:
  • Company - calendar:
  • Company - interests:
  • Company - disclosure:
  • Company - inspections:
  • Company - set meetings:
  • Company - statistics:
  • Company - stock:
  • Company - equipment:
  • Company - map:
    • Company - edit map: 
  • Procedures:
    • Create procedures:
    • Edit procedures:
  • Emails sent:
  • Importing from NN market dataa:
  • Sales pipeline:
  • Subscription overview:
  • Settings:
    • Accounts:
    • Emails:
    • Fields:
    • Personal fields:
    • Person data:
    • Forms:
    • Relations:
    • Filters:
    • Company types:
    • Person roles:
  • Set standard folder structure:
  • Update filters:
  • No labels