Application Rights & User Profiles

Each user has a set of rights that need to be assigned. The rights give users access to parts of e-manage and allows them to perform certain tasks. You can set these rights individually or you can create User Profiles for user groups or departments such as Sales, Accounting, Admin, etc.

Application Rights

Each user is assigned a "Rights Profile" which dictates the rights below.

Granted: 0 - All rights NOT granted to user
- Number of Items located to the right - Number of Categories NOT granted
Granted: 1 - All rights that ARE granted to user
- Number of Items located to the right - Number of Categories NOT granted

When you expand the granted and not granted items you will see the different categories, expand again and you will see the actual items granted and not granted to the user.

User Profiles

In the Administrator select Users > User Rights Profiles Configuration 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.

You can create a new User Profile by typing in a name in the Profile drop down and saving it. After saving the name, hit the drop down to select the new profile and you can import the rights from an existing profile and modify it to your needs.

To adjust an existing Profile, hit the drop down on the Profile, select the Profile you want to adjust and make your modifications. The Save is NOT necessary when adjusting the rights in this window. Save is ONLY used for creating a new profile as explained above.

Profile Assignment

To see which profile each user is assigned to you can open an individual's user profile or see at a global level by navigating to Users > Profile Assignment. You can also change which profile a user is assigned to in this window.

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	General