User rights management
User rights set through:
- Departments;
- Level;
- Setting extra parameters (checkmarks).
When choosing the levels «Division», «Region» or «Store» the user needs to assign divisions/regions/stores with which he will be connected.
When choosing the «Company» level, information will be available to the user throughout the network.
Hierarchy of rights
The level of «Shop» - designated shops. To this level belong the directors of stores and employees of this store. In this case, the director has the right to check the shops attached to him. The employee of the store can become the reviewer when the checklist in his profile is activated.
The «Region» level automatically activates the reviewer parameter, the regions are assigned. The user has the right to check and set tasks on all active shops in the regions attached to him. He is the director of the region (one or more).
Level «Division» - automatically activates parameter reviewer, assigned divisions. The User has the right to check and set tasks on all active stores attached to him divisions or to set tasks on all directors of regions of his business direction, which belong to his division.
Level «Company». User has the right to set tasks on all active stores and check them ; set tasks on all directors of regions of his business direction; set tasks on all directors of divisions of his business directions; assign tasks to all directors of shops in its business direction.
Rights affect the process of assigning tasks, the set of available reports, and a number of additional options.
Task creation
By default, the task can only be set to a user with a level lower than the task author:
To allow any user to set a task on any level, go to the Tasks tab in the Settings / Options section, and select No in Tasks you can set only on subunits. The ability to change this setting is available only to the system administrator.
Reports permissions
When you create new users, access to the set of reports is determined by the user level, but if necessary, the set of reports can be edited by the system administrator.
Set of "default" reports for new users:
Reports can be additionally configured as follows: Administration -> Users -> Reports permissions.
Advanced options (checkboxes)
The Can plan inspections of employees is responsible for the presence/absence of the Select user from the Inspections calendar. In this case, the user can assign checklists to those who have the same selected department, as well as equal to it in level or lower by one level. For example, a division can assign checklist to a division and region, but cannot on a store.
The Inspector parameter is responsible for assigning a user to the reviewer in the store, and for the ability to schedule checks (presence/absence of the Inspections calendar). The levels of «Division» and «Region» by default «inspector».
Setting the parameter Store Director will automatically fill the «Store» level and the department «Store Director», as well as the parameter Inspector.