🔐 Managing User Rights in e-manage|ONE
Each user in e-manage|ONE has a set of User Rights that control what areas of the software they can access and which actions they can perform. Rights can be assigned individually, or you can streamline setup by using User Rights Profiles for teams/departments (Sales, Accounting, Admin, etc.).
🧠 Overview of Options
✅ Individual Rights = best for one-off exceptions or unique roles
✅ User Rights Profiles = best for consistency across departments and faster onboarding
👤 Individual Rights
🔎 Update Rights for a Single User
Open the User Profile.
In the search field, enter keywords related to the right you’re looking for (this filters the list).
Check the box next to the appropriate right.
Click Save on the top toolbar.
📌 Tip: Use short keywords like invoice, purchase, admin, calendar, commission, etc.
👥 Group or Department Rights
🛠️ Manage Rights at the Profile Level
In the Administrator application, go to:
Users → User Rights Profile
Changes made here apply to all users assigned to that profile.
➕ Create a New User Rights Profile
In the Profile dropdown, type a new profile name.
Click Save (Save is only required when creating a brand-new profile name).
Re-open the Profile dropdown and select the new profile.
Use the option to import/copy rights from an existing profile (recommended).
Adjust rights as needed.
✅ Best Practice: Start by copying your closest existing profile (ex: copy “Sales” → create “Sales – Manager”).
✅ Granted vs Not Granted Rights
Each profile contains two main groupings:
✅ Granted: 1
Rights ARE granted to the profile/users.
The number shown to the right reflects how many items are included under that grouping.
🚫 Not Granted: 0
Rights are NOT granted to the profile/users.
The number shown to the right reflects how many items are excluded.
🔍 Expand Granted or Not Granted, then expand the Category, and you’ll see the individual rights. This is where you add/remove rights for the entire group.
📌 Important: When adjusting rights in the User Rights Profile window, you do not need to click Save.
✅ Save is only used when creating a brand-new profile name.
🧩 Profile Assignment
👀 View Which Profile a User Has
You can view a user’s assigned profile:
Within their User Profile, or
Globally in the Administrator application:
Users → Profile Assignment
🔁 Change a User’s Profile
In Users → Profile Assignment, you can reassign users to a different profile as needed.
📋 User Rights Reference List
Below is the list of User Rights available in e-manage|ONE, including the Right Name, Description, and Category.
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 |