Application Rights & User Profiles
- Stephanie Pepper (e-manage|ONE)
- Maresa Rojas
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, go to Users > User Rights 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.
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 |
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