Permissions
Every module in Microbizz has a set of permissions, which is the case for the Project 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:
Project - edit: Allows you to specify who has permission to edit projects
Project - create: Allows you to specify who has permission to create new projects
Project - activity: Allows you to specify who has permission to the "Activity" tab on projects
Project - Gantt: Allows you to specify who has permission to the "Gantt" tab on projects
Project - economy: Allows you to specify who has access to the "Economy" tab on projects
Project - notes: Allows you to specify who has access to the "Notes" tab on projects
Project - email: Allows you to specify who has access to the "Email" tab on projects
Project - tasks: Allows you to specify who has access to the "Tasks" tab on projects
Project - calendar: Allows you to specify who has access to the "Calendar" tab on projects
Project - files: Allows you to specify who has access to the "Files" tab on projects
Project - planning: Allows you to specify who has access to the "Planning" tab on projects
Project - view form: Allows you to specify who has access to the "Forms" tab on projects
Project - forms: Allows you to specify who has permission to fill out requested forms
Project - registrations: Allows you to specify who has access to the "Hours" tab on projects
Project - equipment: Allows you to specify who has access to the "Equipment" tab on projects
Project - product use: Allows you to specify who has access to the "Product use" tab on projects
Project - invoices: Allows you to specify who has access to the "Invoices" tab on projects
Project - overview: Allows you to specify who has permission to the "Overview" tab on projects
Close: Allows you to close a project
Undo close: Allows you to undo a closing. This is relevant if you have approval policies activated
Reopen: Allows you to reopen a closed project
Approve close: Allows you to approve a project closing, so it can be closed with approval
Update filters: Allows you to use update filters on projects
Settings: Determines who has access to the Setup menu item
Number series: Allows you to configure number series
Fields: Allows you to access the configuration of custom fields
Project status: Allows you to access the configuration of project statuses
Status permissions: Allows you to access the configuration of status permissions
Project types: Allows you to access the configuration of project types
Filters: Allows you to access the configuration of filters
Person data: Allows you to access the configuration of GDPR
Project templates: Allows you to access the configuration of Project templates
Gantt templates: Allows you to access the configuration of Gantt templates