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User Profiles
In the Administrator select , go to Users > User Rights Profiles Configuration Profile to adjust the profiles at a global level and/or add new profiles. The changes made at this level will auto-adjust the user rights for all users connected to that profile.
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The following are the User Rights in e-manage One:
Application Right | Description | Category |
Access Administrator |
Application | Can Open Administrator Application. Used in conjunction with other rights to access pieces of the administrator application | Administrator |
Edit All Companies | Can Edit All Companies Regardless of Manager Settings | Company |
Edit Owned or Managed Companies | Can Edit Companies Based on Manager Settings | Company |
Add Company Contacts | Can Add New Contacts to Company Records | Contact |
Edit All Company Contacts | Can Edit All Contacts Regardless of Manager Settings | Contact |
Edit Owned or Managed Company Contacts | Can Edit Contacts Based on Manager Settings | Contact |
Create Projects | Can Create New Projects on Company Records That Can Be Accessed Based On Manager Settings | Project |
Edit All Projects | Can Edit All Projects Regardless of Manager Settings | Project |
Edit Owned or Managed Projects | Can Edit Projects Based on Manager Settings | Project |
View All Projects | Can View All Projects Regardless of Manager Settings | Project |
Create and Price Bills of Materials | Can View and Use the BOM/Estimated Profit Window to Create Estimates and Bills of Materials, Setting Profit & Discount Levels for Price and Cost | Project |
Create Purchase Orders | Can Create Purchase Orders on Projects That Can Be Accessed Based on Manager Settings | Project |
Print Purchase Orders | Can Print Any Purchase Orders on Projects That Can Be Accessed Based on Manager Settings | Project |
Revise or Delete Purchase Orders | Can Revise or Delete Any Purchase Orders on Projects That Can Be Accessed Based on Manager Settings | Project |
Enter Invoice Information | Can Supply Information To Book An Order And Add Line Items To Invoice Information To Build Sale Price To Customer | Project |
Book Orders (Assign Job#, Book Date, Booking Credit, Invoice Date) | Can Assign Job Number, Book Date, Invoice Date, Effectively Booking the Order or Causing It To Be A Sale on Projects That Can Be Accessed Based on Manager Settings | Project |
Edit Invoice Line Items After Booking | Can Edit Line Item Values On The Invoice Information Screen After Booking Date and Job Number Have Been Assigned | Project |
Add Salespeople to Projects | Can Add Salespeople, Credit Type and Amount to Projects | Project |
Edit Sales Credit | Can Edit Sales Credit After Salespeople Have Been Assigned | Project |
Edit Sales Credit on Owned or Managed Projects | Can Edit Sales Credit After Salespeople Have Been Assigned On Projects That Can Be Accessed Based On Manager Settings | Project |
Schedule Project Installation | Can Place Projects On The Installation Calendar On Projects That Can Be Accessed Based On Manager Settings | Project |
View Final Profit and Loss | Can View The Final Profit And Loss Window On Projects That Can Be Accessed Based On Manager Settings | Financial |
Enter PO Actual Totals | Can Add Invoices and/or Actual Totals on All Purchase Orders For Costing Purposes | Financial |
Can Schedule Invoices and Payments | Can Use The Project Invoicing/Billing/Progress Payments Window to Create Invoices For All Projects That Can Be Accessed Based On Manager Settings | Financial |
Enter Invoiced and Received Dates and Payments on Owned or Managed Projects | Can Apply Payments To Invoices For All Projects That Can Be Accessed Based On Manager Settings | Financial |
Receive Product From Purchase Orders and Print Pallet Labels | Can Receive Product On All Purchase Orders and Print Pallet Label and Receiver Reports | Project |
Purchase Order Search | Can Use The Purchase Order Search To Analyze All Purchase Orders Regardless Of Manager Settings | Project |
Figure Commissions | Can Schedule Commission Payments On Projects That Can Be Accessed Based On Manager Settings | Financial |
View Service Agreements | Can Open Service Agreements On All Companies That Can Be Accessed Based On Manager Settings | Service |
Manage Service Agreements | Can Use Service Agreement Search To Manage All Service Agreements Regardless Of Manager Settings | Service |
Import Parts | Can Use The Parts Import Window To Import Electronic Files From Vendors, Adding To The Parts Database | General |
View Web Useage | Can View Customer & Employee Web Interface Usage | General |
Use Non-Public List Items | Can Use Drop Down List Items Throughout The Application That Are Marked As Private | General |
Analyze Projects and Jobs in Query Analyzer | Can Use Query Analyzer To View Projects & Jobs Based On Manager Settings Unless View All Projects Is Granted | Analysis |
Analyze Companies in Query Analyzer | Can Use Query Analyzer To View Company Records Based On Manager Settings Unless View All Companies Is Granted | Analysis |
Analyze Contacts in Query Analyzer | Can Use Query Analyzer To View Contact Record To Create Follow-Ups Or Mail Merges Based On Manager Settings Unless View All Contacts Is Granted | Analysis |
Analyze Events in Query Analyzer | Can Use Query Analyzer To ViewScheduled Event History Based On Manager Settings | Analysis |
Manage Users | Can Add/Edit Users In The Administrator Application | Administrator |
Manage Drop Down Lists | Can Add/Edit Drop Down Lists and Marketing & Construction Questions and Answers In The Administrator Application | Administrator |
Manage Groups | Can Add/Edit Groups In The Administrator Application | Administrator |
Manage Sales Goals | Can Add/Edit Sales Goals For Salespeople Based On Manager Settings In The Administrator Application | Administrator |
Manage Commission Plans | Can Add/Edit Commission Plans and Add/Remove Salespeople From Commission Plans In The Administrator Application | Administrator |
Manage Zip Codes | Can Add/Edit Zip Codes, Territories, Area Codes On A Bulk Basis In The Administrator Application | Administrator |
Manage Parts | Can Add/Edit Parts To The Parts Database In The Application & In The Administrator Application | Administrator |
Manage Database Settings | Can Change Settings That Affect Entire Application On Database Settings Window In The Administrator Application | Administrator |
Delete Companies | Can Mark Companies As Deleted So They No Longer Show In Search, All History Is Preserved | Company |
Delete Contacts | Can Mark Contacts As Deleted So They No Longer Show In Search Or Contact Explorer, All History Is Preserved | Contact |
Add Enterprise-Wide Folders & Templates for Word Merge | Can Add Folders And Templates To The Write Letters Window That Will Be Used By All Users | General |
Edit Enterprise-Wide Templates | Can Edit Templates In The Write Letters Window That Will Be Used By All Users | General |
Delete Template Authors | Can Delete Authors From The Write Letters Window | General |
Can Build Parts Catalog | Can Use The Catalog Tab On The Add Parts Window To Build A Catalog Specific To Your Business | BOM |
Can Create Public Part Libraries | Can Create Parts Libraries On The Add Parts Window That Will Be Used By All Users | BOM |
Can Create Kits | Can Create Kits On The Add Parts Window That Will Be Used By All Users | BOM |
Can Remove Salespeople from Companies | Can Remove Salespeople From Having Access To Individual Companies Based On Manager Settings Unless View All Companies Is Granted | Company |
Manage Employees Using HR Package | Can Add/Edit Employees Using The Employee Manager and Set All Options | Human Resources |
Can View Actual Cost and Profit in Analysis Window | Can View The Actual Cost and Profit Columns In The Projects/Jobs Query Analyzer Window | Analysis |
Can View All User Events in Analysis Window | Can View All User Scheduled Events Regardless Of Manager Settings | Analysis |
User Can View/Approve Over/Admin Time for all employees | Can View/Approve Over and Admin Time For All Employees Regardless Of Being Their Supervisor | Human Resources |
Can Replace Values in Query Analyzer | Can Use The Replace Values Menu Item In The Query Analyzer To Replace Any Drop Down List Entry On Any Record That Can Be Accessed | Analysis |
Enter Acknowledgement Numbers and Ship Dates | Can Enter Acknowledgement Numbers And Ship Dates For All Purchase Orders | Project |
Import Contacts | Can Use Contact Import Window To Add To Company/Contact Database | General |
Can Search Invoices and Payments | Can Use The Invoice Search To Put Together Lists Of Receivables And Payments For All Projects, Service Tickets & Service Agreements Regardless Of Manager Settings | Financial |
Can View All Employee Reviews | Can View All Employee Reviews Regardless Of Being Their Supervisor | Human Resources |
Can Log Sick Days and PTO in Human Resources Package | Can Use The Log Sick Days/PTO Window To Pay Employees For Time Off, Create Paid Holidays Or Un-Paid Time Off | Human Resources |
Analyze Action Items in Query Analyzer | Can Use The Query Analyzer To Put Together Lists Of Action Items For Analysis | Analysis |
Can Complete Projects | Can Mark Projects As Complete On Projects That Can Be Accessed Based On Manager Settings | Project |
Can Cancel Projects | Can Cancel Projects That Can Be Accessed Based On Manager Settings | Project |
View All Companies | Can View All Company Records Regardless of Manager Settings | Company |
View All Contacts | Can View All Contact Records Regardless Of Manager Settings | Contact |
Receives Alert When Customer Orders Parts | Can See Customer Orders Tab & Process Orders When Customers Order Parts From The Web Application | Project |
Manage Assets | Can Use The Asset Manager To Add/Issue Assets | General |
Can Send Orders to Spacesaver | Can Send Purchase Orders & Public Documents To Spacesaver For Ordering Purposes Based On Manager Settings | Project |
Can Send Special Pricing Requests to Spacesaver | Can Send Special Pricing Requests & Public Documents To Spacesaver Based On Manager Settings | Project |
Can Run My Totals | Can View My Totals Window Based On Manager Settings | Analysis |
Can Run My Statistics | Can View My Company Statistics Window Based On Manager Settings | Analysis |
Can Perform Bookkeeping Functions With Quick Books 2003 | User can send information to Quick Books Pro from e-manage, including jobs, payables and receivables | Financial |
Configure Help Desk | User can configure settings for help desk including surveys and responsible groups | Administrator |
Can Assign Action Items to Individual Users | User can assign action items to a particular user, bypassing the normal group assignments | Project |
Can Synchronize Contacts with Outlook | User can synchronize the all contacts accessible based on Manager Settings | Contact |
Can Enter Time on the Time Clock for All Users | User can enter time sheets for all users without using the SS # where required | Human Resources |
Can Process Time for Installers on Implementation Calendar | User Can Created Automatic Payroll Records Based On Implementation Item Settings | Project |
Configure Billable Services | User Can Define Services and Configure Billable Rates for Services | General |
Can Configure and Analyze Marketing Campaigns | User Can Define Marketing Campaigns & Analyze the Results | General |
Can Configure Budgets for Time/Services Billing | User Can Create and Modify Budgets for Time/Services Billing On Projects | Project |
Can Process Time & Materials from Time/Billing Services onto Invoices | User Can Use Automated Billing Process For Time/Services/Materials On Projects | Project |
Can Enter Time in Time Billing Section of Projects | User Can Log Their Time For Services Rendered & Parts Used On Projects | Project |
Can Search and Analyze Time Billing Budgets and Services | User Can Compile Information About Time Billing Budgets and Services | Project |
Can Print Lists of Data To The Printer | User Can Print The Results Shown In Grids Throughout e-manage | Analysis |
Can View All Assets Issued To Users From The Logged In Users Panel | User can create help desk incidents using issued assets from the logged in user panel in the main application window | General |
Can View All Open Internal Support Incidents From The Logged In Users Panel | User can view all support incidents associated with users of e-manage from the logged in users panel in the main application window | General |
Can Make Notes Customer Viewable | User can make notes customer viewable upon creation or change existing notes to customer viewable status. | General |
Can Make Documents Customer Viewable | User can make documents customer viewable during creation or change existing documents to customer viewable status. | General |
User Can Only Search Based On Manager Settings in Search e-manage Panel | User can only pull up lists of contacts or projects based on manager settings. | General |
User Can Submit KB Articles | User can create KB Articles and attach documents, links, and supporting incidents. | Help Desk |
User Can Approve KB Articles | User can approve submitted KB Articles | Help Desk |
User Can Edit KB Articles After Approval | User can modify help desk incident text and all other supporting records after KB approval. | Help Desk |
User Can Make KB Articles Customer Viewable | User can make KB Articles available to customers via the e-manage web version. | Help Desk |
Can Analyze Parts Quoted and Sold | User can pull up lists of customers, projects, parts and salespeople based on parts quoted or sold | Analysis |
Can Analyze Leads and Sales | User can pull up a list of Zip Codes, Cities, Counties, and Sales Territories to see leads created and sales | Analysis |
Can Administer Surveys | User can create, modify and delete and assign surveys to project types | Administrator |
Can Administer Action Items | User can create, modify and prioritize action items | Administrator |
Hide Open Leads Panel | The Leads Tab is hidden from the user in the main e-manage window | Contact |
Can View Other User's Events | User can see other user's scheduled events on the events calendar | General |
Can Export Time Sheets To ADP Payroll Format | User can export payroll data to ADP from Time Sheet Analysis. | Human Resources |
Can Make Document Current and Not-Current Version | User can set the status of a document to Current or Not-Current regardless if they created the document or not. Users always set status on their own documents. | General |
Can Approve Sales Leads | User can approved sales leads for use by assigned salesperson. | General |
Can Manage Client Aging Via 30/60/90 Aging Screens | User can gain access to the Client Receivables 30/60/90 Screen, Apply Credit Memos, Apply Payments and Supply Non-Pay Reasons and Payment Expected Dates. | Financial |
Can View Implementation Calendar | User has view only rights to the implementation calendar | Project |
Can Run Payroll, Overtime and Absence Reports | User can run reports based on employee time logged using the time clock and sick days/pto windows | Human Resources |
Run Sales Tax Report | User can run Sales Tax Reports for Periods | Financial |
Can View All Messages In Message Center | User can view all unanswered messages in the message center | General |
Can Delete Messages in Message Center Pending Messages Section | User can Delete Messages that have not been marked as called back in the message center window | General |
Can Cancel Projects After Booking | User can cancel projects after they have been booked as jobs | Project |
Can Add, Modify and Delete Text Items on Scope Builder Window | User can add to, modify, or delete text items in builder windows throughout e-manage | General |
Can Remove Items From Custom Lists Regardless of Created By | User Can Remove Items from Custom Lists Regardless of Who Added The Item To the List | General |
Can Create Public Custom Lists | User Can Create Custom Lists For All Users To Add Items To | General |
Can Create Vendor Locations | User Can Create Vendor Locations and Modify Existing Locations To Make Them Vendors | Company |
Can Choose Primary Salesperson(s) on Companies | User Can Mark Salespeople as Primary or Remove Primary Setting on Company Salesperson Access Tab | Company |
Can Set Customer Discount Rates on Parts For Individual Accounts | User Can Set Discount Used When Creating Quick Quotes or BOM for Individual Accounts | Company |
Can Configure Safety Training | User Can Put Together Safety Training Items and Schedules | General |
User can delete documents from My Company Documents Window at their security level | User Can Delete Documents From My Company Documents Window When Document is set to Security Level Same As User | General |
User Can Create and Delete Public Saved Route Plans | User Can Create and Delete Public Route Plans for all to use in the e-manage Route Planning Window | General |
User Can Configure Auto-Parts In BOM Window | User Can Configure and Modify Auto Part Settings In the BOM/Estimating/Quoting Window | BOM |
Can Set Tax Exempt Status on Companies | User Can Set / Change Tax Exempt Status for All Accessible Companies | Company |
Can Set Tax Exempt Status on Projects | User Can Set / Change Tax Exempt Status for All Accessible Projects | Project |
Can Process Scan Files | User Can Import Scans From uploaded Scan Files and Process the results | General |
Can Create / Modify Default Layouts For Entire Organization | User Can Save Grid Layouts as Default Grid Layouts, Overriding All Previous Default Layouts For The Specific Grid, Except Those Created By Individual Users | General |
Can Create / Modify Default Toolbar Layouts And Assign To User Rights Profiles For Entire Organization | User Can Save Toolbar Layouts as Default Toolbar Layouts For Assignment To Rights Profiles, Overriding All Previous Default Layouts For The Specific Toolbar, Except Those Created By Individual Users | General |
User Can Set / Modify the Retention Date of Documents | Allows user to initially enter and modify the retention date (the date the file can be deleted from the database) of documents he/she has access to | General |
Can Configure Group Discount / Buying Group Contracts | User Can Configure Buying Group and Volume Discounts for their Assigned Divison(s) | Project |
Can Create / Modify Custom Queries Using the new Custom Query Builder / Viewer | User Can Create Queries for their own use or the entire company using the build / use a custom query window on the Analysis Menu. Some knowledge of SQL Language is necessary to build queries. | Analysis |
Can Configure Crystal Report Replacements | User Can Configure Multiple reports to replace existing Crystal Reports | General |
This User Automatically Imports Teletrac Data | When this right is checked, the machine that the user logs in on will automatically run the teletrac data import every few hours | Teletrac |
User Can Configure Auto-Correct Items for Everyone |
| General |
User Can Remove Custom Dictionary Items |
| General |
User Can Configure Editable Fields | User Can Make Any Column in Any Grid Editable By Users | General |
Listens for Barcode Files | Users computer will listen for barcode files in the specified directory | Barcode |
Can View Other User's Events |
| Events |
Can Generate OFDA XML Export Files | User Can Generate OFDA Files for Import on Furniture MFG Websites | OFDA |
User can modify documents in My Company Documents Window | User can edit and overwrite documents in the My Company Documents Window and can configure automatically attaching documents to projects by type | General |
Can Enter / Edit Reference Description and Ratings | User can enter or edit reference description by double clicking on orders in Order Entry window | Project |
Adjust Booking Credit | User can adjust booking credit beyond what is calculated from chosen quote | Project |
Create and Modify Public |
Snippets |
User can create, modify and delete snippets for |
all users |
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