You can create and save different Permission Profiles for your Users (Advanced/Web). Saved Permission Profiles can be selected by clicking on the "Permission Profile" selector. Otherwise the selector shows "Custom". We recommend to configure and save profiles rather than using "Custom".
Edit/Save/Delete Profiles from the menu next to the "Permission Profile" selector:
- Edit: Opens the Permission Profile window to change the Permissions of the selected saved Permission Profile. Once all changes are done, click the OK button. A dialog will ask:
- Modify Profile? If the changes should be applied to all Users sharing this Profile, click Yes.
- To create a new Profile, click No, so the name will be set to Custom. Click again on the drop down icon and select 'Save As Profile' and enter a new Profile name which will be added to the saved User Profiles selector.
- Web Profile Manager: Go directly to the Web Profile Manager.
- Delete Profile: To delete a Profile, first select it in the selector widget, then click the menu and choose "Delete Profile".
- Save As Profile: Use this option to create a new Profile from an existing one. Follow the explanation of “Edit” above.
- Rename: To rename a Profile, select it, click on the drop down icon and click on Rename.
- Remove Unused: If the saved User Profiles list becomes very long and it is not clear which Profile is in use and which one isn't used any longer, with this option unused Profiles will be removed from the Profile selector.
Edit/Modify a Permission Profile
Once within the Permission Profile window a selector bar at the top shows the different Permission Types and in brackets the License Types as well as the number of currently used licenses out of the total available number:
- Advanced User (Tasks / Bookings / Rates and Tasks / Bookings)
- User (Tasks)
- Web User (Web Only User)
Once a Permission Type has been selected, the access to features and modules can be further limited through the Permissions Settings. Even for the highest level of Super User, toggling on or off relevant settings can limit them to “Read-Only” Permissions.
Super User
Choose between two Permission Types for Super Users:
Tasks / Bookings / Rates
A license typically used for Administrators and Project or Facilities Managers. Gives access to all licensed modules and FULL Permissions to:
- Create Tasks, Bookings, Projects
- Set Rates and Rate Cards, set Budgets and Discounts
- Edit and create new Contacts
- Access the Invoice Module, Object Manager / Server Setup and Personnel Management.
Tasks / Bookings (Super User without Rates Permissions)
The Tasks/ Bookings Super User level will often be used by Schedulers or Coordinators. They will be able to create/modify Projects and Bookings, however they will not be able to see or modify Rates, nor access the Invoice Module
Task User
User with Read-Only Permissions for Bookings and Project related operations, typically used for Editors, Runners or Operators who view their schedules and log their hours or for the Vault (Media Library) Manager. Task Users can:
- Enter own Tasks (scheduled time, not linked to a Project e.g. doctor's visit, client meeting, etc.)
- View Schedules for the entire facility and own Bookings
- Access and edit own Todo's
- Log own Time Reports/Time Reports
- Create Project Work Orders (chargeable operations not booked in the Timeline)
- Enter new Tapes into the Media Library, create labels or generate Tape Reports (requires Media Library module)
- Create Dub Orders (Media Order Module required)
- Search and view all Projects and Contacts (no financial data displayed)
A Task User cannot access any information pertaining to finances or Rates. They cannot access the Invoice Module, nor will they be able to create Projects. But Task Users are able to add Project Extras and then edit the rates for these in order to e.g. add Meals, Courier costs or similar.
Web User (for legacy Web Client module (External Access))
These Web User profiles should not be confused with the current Web Users.
User Permission Matrix
See below for an overview on the available Permissions per User type followed by a detailed description.
| Type | Tasks / Bookings / Rates - "T/B/R" | Tasks / Bookings - "T/B" | Tasks Only - "T" | (Legacy OLD Web User) |
| General | ||||
| Server Setup | x | x | x | N/A |
| Can Create and Modify Objects In The Object Manager | x | x | x | N/A |
| Object Types To Be Presented For "New Object" In Object Manager's Popup | x | x | x | N/A |
| Edit All Time Reports | x | x | x | N/A |
| Only Edit Time Report If User Project Permission Exists | x | x | x | N/A |
| Edit Stock | x | x | x | N/A |
| Project Reports Edit | x | x | x | N/A |
| Access To Financial Report | x | N/A | N/A | N/A |
| Access To Advanced Project Search | x | x | x | N/A |
| Access To License Type / Permission Profiles | x | N/A | N/A | N/A |
| Can Activate Web Access For Contacts | x | x | x | N/A |
| Allow “Tasks / Bookings” Users To Edit Resource Rates | N/A | x | N/A | N/A |
| Allow "Task" Users To Edit Booking Custom Fields | x | x | x | N/A |
| Can Create Projects (since fw version 6.6) | x | x | N/A | N/A |
| Can Cancel Projects | x | x | N/A | N/A |
| Can Delete All Deleted Bookings | x | x | N/A | N/A |
| Can Delete Owned Deleted Bookings | x | x | N/A | N/A |
| Can See / Modify Obj. Rates In Object Manager | N/A | x | N/A | N/A |
| Can See / Modify User Rates In Object Manager | x | N/A | N/A | N/A |
| Can See / Modify "Inherit Rates From Object Class" | x | N/A | N/A | N/A |
| Can Create/Edit User Activities | x | N/A | N/A | N/A |
| Can Modify Other Users Templates | x | x | x | N/A |
| (Can Edit Conversion Rates On Projects - coming for v6.7) | N/A | N/A | N/A | N/A |
| Web Profile | x | x | x | N/A |
| Contacts | ||||
| Can Create New Clients & Resources | x | x | x | N/A |
| Can Delete Clients & Resources | x | x | x | N/A |
| Sync Module | ||||
| Access | x | x | x | N/A |
| Two-Way Sync | x | x | x | N/A |
| Invoice Module | ||||
| Access | x | N/A | N/A | N/A |
| Access Invoice Manager | x | N/A | N/A | N/A |
| See Totals In Invoice Creator/Manager | x | N/A | N/A | N/A |
| Advanced Module | ||||
| Access Toolbox Settings | x | x | x | N/A |
| Edit Personnel Management | x | x | N/A | N/A |
| View Personnel Management | x | x | N/A | N/A |
| Edit Personnel Events | x | x | N/A | N/A |
| Navision® Access [only available with Labor Rules Module licensed] | x | N/A | N/A | N/A |
| Receive Requests | x | x | N/A | N/A |
| Control Maintenance | x | x | x | N/A |
| Edit Invoice Flag | x | N/A | N/A | N/A |
| Can Book Self | N/A | N/A | x | N/A |
| Can Send Requests | x | x | x | N/A |
| Slave Views And View Settings From User | x | x | x | N/A |
| Force Settings From File | x | x | x | N/A |
| Force Hourline Views From User | x | x | x | N/A |
| Can Use LongForm | x | x | x | N/A |
| Force Popup Settings From File | x | x | x | N/A |
| Can See Budgets | x | x | x | N/A |
| Can Edit Budgets | x | x | N/A | N/A |
| Can Lock/Unlock Budgets (since v6.6) | x | x | N/A | N/A |
| Can Punch Clock | x | x | x | N/A |
| Can Free Edit Punch Clock | x | x | x | N/A |
| Can See Punch Clock Of Others | x | x | x | N/A |
| Can Create Ad-Hoc Time Reports | x | x | x | N/A |
| Can Use Purchase Order (PO) | x | x | x | N/A |
| Can Approve Purchase Orders | x | N/A | N/A | N/A |
| Can See Incoming Invoices | x | N/A | N/A | N/A |
| Can Edit Incoming Invoices | x | N/A | N/A | N/A |
| Can Approve Incoming Invoices For Projects | x | N/A | N/A | N/A |
| Can Approve Global Incoming Invoices | x | N/A | N/A | N/A |
| Can Approve Incoming Invoice That Exceeds PO | x | N/A | N/A | N/A |
| Can Approve All Incoming Invoices | x | N/A | N/A | N/A |
| Can Access Travel Expenses | x | N/A | N/A | N/A |
| Can Edit Booking Rates | x | N/A | N/A | N/A |
| Can Select Booking Activity | x | N/A | N/A | N/A |
| User Can Only Modify Owned Tasks And Bookings | x | x | N/A | N/A |
| Can Create/Modify/Delete All Shared Hourline Views | x | x | x | N/A |
| Can Create/Modify/Delete Their Own Shared Hourline Views" | x | x | x | N/A |
| Can Create/Modify/Delete All Shared Booking Templates | x | x | x | N/A |
| Can Create/Modify/Delete Their Own Shared Booking Templates | x | x | x | N/A |
| User Can Only View Projects From Own Divison (from 7.1) | N/A | x | x | N/A |
| Media Library Module (Extra Licensed Module) | ||||
| Library Write | x | x | x | N/A |
| Library Labels Edit | x | x | x | N/A |
| Library File Read-Only | x | x | x | N/A |
| Library Delete Media | x | x | x | N/A |
| Media Order Module (Extra Licensed Module) | ||||
| Access | x | x | x | N/A |
| Media Order Rates | N/A | x | N/A | N/A |
| Can Edit Media Order Reports | x | x | x | N/A |
| Dispatch Module | ||||
| Access | x | x | x | N/A |
| Can Edit Dispatch Reports | x | x | x | N/A |
| Allow Modifying Booking After It Is Dispatched | x | x | x | N/A |
| Play ( Extra Licensed Module) | ||||
| Can See Play Shares | x | x | x | N/A |
| Can Edit Play Shares | x | x | x | N/A |
| Can Admin Play | x | x | x | N/A |
| Web Only User Permissions (This is from the OLD Legacy now longer active "External Access Module") | ||||
| Can Create Tasks | N/A | N/A | N/A | x |
| Tasks Only As Request /Preliminary | N/A | N/A | N/A | x |
| Mandatory Time Report Note If Reported Time is Higher | N/A | N/A | N/A | x |
| Show Contacts | N/A | N/A | N/A | x |
| Show Projects | N/A | N/A | N/A | x |
| Show Only Projects User Is Involved In | N/A | N/A | N/A | x |
| Show Rates | N/A | N/A | N/A | x |
| Show Media Library | N/A | N/A | N/A | x |
| Show Media Library | N/A | N/A | N/A | x |
| Show Labour Rule Account | N/A | N/A | N/A | x |
| General | |
| Server Setup | Enables in Toolbox > Settings to access the Server Setup section. If not checked, the User can't change the available Server Setup settings from theToolbox. |
| Can Create and Modify Objects In The Object Manager | User can access the Object Manager from the Options menu in the ClientApplication. |
| Object Types To Be Presented For "New Object" In Object Manager's Popup | Select the Categories that will appear in a drop down list when this User wants to create a new Object in the Object Manager. Only available if 'Can Create and Modify Objects In The Object Manager' is checked. |
| Edit All Time Reports | User can time report on all Bookings and not only OWN ones. |
| Only Edit Time Report If User Project Permission Exists | Allows to only time report on Bookings that the User has Project Permission for. |
| Edit Stock | User can edit the stock levels in the Stock Viewer. |
| Project Reports Edit | Allows to save changes made to Project Reports (Templates in the ProjectPrint Designer) and to create new Templates/Reports. |
| Access To Financial Report | Allows the use of the Financial Reports Designer (see Financial Reports Manual for further details on accessing). |
| Access To Advanced Project Search | Allows to access to and use of the Advanced Project Search. The AdvancedProject Navigator tab appears in the Navigation bar at the top screen (seeAdvanced Project Search Manual for further details on accessing). |
| Access To User Profile (if Server Setup Permission is set to YES) | Allows to modify the details in a User Profile (e.g. Rates, Contact details) from the Object Manager. |
| Access To User Permission Profile (only available if Server SetupPermission AND ‘Access To User Profile’ is set to YES) | Allows to modify Permission Profiles from the Object Manager. |
| Can Activate Web Access For Contacts | Allows to give a Contact Web Access through the Modify Contacts' window. |
| Allow “Tasks/Bookings” Users To See Resource Rates | Allows Advanced Users without Rates Permission to see Resource Rates in Contacts and in the Resource info dialog. |
| Alle Tasks Users to Edit Booking Custom Fields | Task User can not create or edit bookings, but with this permission they can Edit Booking Custom Fields. |
| Can Create Projects (from version 6.6) | Allows Advanced Users to create new Projects. If setting is unticked, the User will not be able to create a new Project. |
| Can Cancel Projects | Allows Advanced Users to set a Project to Cancel status. A Cancel button will appear at the bottom of the Edit Project window. |
| Can Delete All Deleted Bookings ( The Deleted tab has to be enabled for the Toolbox menu) | User can delete all deleted Bookings from ‘Deleted Bookings And Binders’ tab in the Toolbox. |
| Can Delete Owned Deleted Bookings (N/A if Can Delete All Deleted Bookings is set to YES) | Allows Advanced Users with Super User rights to delete Deleted Bookings from the Deleted Bookings And Binders tab in the Toolbox. |
| Can See / Modify Obj. Rates In Object Manager(only available if Server Setup is set to Yes) | Allows User to see and modify Object Rates in the Object Manager. |
| Can See / Modify User Rates In Object Manager | Allows User to see and modify User Rates in the Object Manager. |
| Can See / Modify 'Inherit Rates From Object Class' | Allows Users to edit 'Inherit Rates From Object Class' on other User Profiles.The option is only available when "Can See / Modify User Rates In Object Manager" is unchecked/not selected. This is useful if all Rates are setup on Object Classes and the access to edit the Rates on Classes is limited, but Users should still be able to create new Objects/Users and be able to have them inherit the rates of their Object Classes. |
| Can Create/Edit User Activities | Allows Users to Create/Edit/Remove/Copy/Paste Activities on a User Profile > Advanced > Activities. This is useful if all Rates are setup as Activities on Object Classes and the access to edit the Classes is limited, but Users should still be able to create new Objects/Users and be able to have them inherit the Activity Rates of theirObject Classes. |
| Can Modify Other Users Templates | Allows User to modify other User’s Templates. |
| Web Profile | Allows to select a previously saved Web Profile for the User and to access the Web Permission Profile Manager through the Setup button. |
| Contacts | |
| Can Create New Clients & Resources | Allows creating Clients or Resource Contacts from within the Contacts menu. |
| Can Delete Clients & Resources | User can delete Clients or Resource Contacts from within the Contacts menu. |
| Sync Module | |
| Access | Allows access to Sync Module. |
| Two-Way Sync (only available if Sync Module Access is set to Yes) | User can perform two way sync to and from farmerswife |
| Invoice Module | |
| Access | Gives access to the Invoice Module (Creator and Manager) from the Options Menu. |
| Access Invoice Manager (only available if Access to Invoice Module is set to YES) | If access to Invoice Module is set to Yes, this option is set to Yes by default. Select No to only give access to the Invoice Creator but not to the InvoiceManager from the Options Menu. |
| See Totals in Invoice Creator/Manager | When not checked (= No), then the user can not see Totals in the Invoice Creator, Invoice Manager and Invoice Manager Reports. |
| Advanced Module | |
| Access Toolbox Settings | Allows access to the Toolbox Settings tab/menu in the Toolbox. |
| Edit Personnel Management | Allows editing all Personnel Bookings in the Personnel Tree of the Long Form and in the Hourline (e.g. book Users sick, on shifts, vacation etc.). Allows to edit the setup of Shifts and "Custom PM types". Users can see Monthly Utilization Budget. Allows to do Advanced Personnel (Labour Rules) actions (if Labour Rules are licensed), like editing the rules. Allows to edit some advanced PM related settings in Toolbox > Settings > Personnel Tree > Server Setup. This is accessible to "Tasks/Bookings" Users too. |
| View Personnel Management (only available if Edit Personnel Management is set to No) | Allows to see the Personnel Tree (even if "Edit Personnel Events" is not enabled). Allows to see most Advanced Personnel (Labour Rules) things, like the PM numbers and the "Salary Additions Report" (containing rates). This is accessible to "Tasks/Bookings" Users too. |
| Edit Personnel Events | Allows to see the Personnel Tree. Allows to edit Personnel Events. This is accessible to "Tasks/Bookings" Users too. |
| Navision® Access [only available with Labor Rules Module licensed] (Edit Personnel Management or View PersonnelManagement need to be set to Yes) | Custom Development related access to MBS (Microsoft® Business Solution, formerly Navision®). |
| Receive Requests | User can receive Requests made by Users or Web Users via the Web ClientInterface or the Client application. This is accessible to "Tasks/Bookings" Users too. |
| Control Maintenance | Allows creation of Maintenance Bookings. |
| Edit Invoice Flag | Allows editing the Invoice Flag on Bookings. |
| Can Book Self | Enables a Task User to create Project Bookings on own Timeline in Hourline. [by default set to NO] |
| Can Send Requests | This Permission will allow Users to place a Request via the Web Client Module as well as via the Client application. |
| Slave Views And View Settings From User | This Permission will update/sync most view settings, saved views (e.g. Hourline, Classes, Objects, etc.) and Booking templates. Any Hourline Or LongForm views saved by the User will not be removed, it will at log-in make sure the views are up-to-date with the masters User's views. From version 7.2 onwards this setting will also include the Dispatch column views. |
| Force Settings From File | Will force settings from the selected .wus file, which have previously been exported from the Toolbox Settings. And will remove Access to ToolboxSettings. Note: Can ONLY be Imported From Server Setup. |
| Force Hourline Views From User | Forces the use of a saved Hourline View by a specific User. |
| Can Use Longform | Allows the User to access and use the Longform Timeline. |
| Force Popup Settings From File | Control the content of all the functions of the main popup menu of the Clientapplication through a file. Note: Can ONLY be imported from Server Setup. |
| Can See Budgets | Allows User to see Budgets. |
| Can Edit Budgets (only available if Can See Budgets is set to Yes) | Allows User to edit Budgets. |
| Can Lock/Unlock Budgets | If enabled, User is able to lock budgets, which are then not available for further editing. |
| Can Punch Clock | Allows User to use the Punch Clock. |
| Can Free Edit Punch Clock (only available if Can Punch Clock is set to Yes) | Allows User to edit the Punch Clock. |
| Can See Punch Clock Of Others | Prevent Users from seeing each others' In/Out times. By default the flag is set to Yes, for backward compatibility. It was already possible for Users to see each others' In/Out times in the User Report. |
| Can Create Ad-Hoc Time Reports | By default anyone with "Tasks / Bookings" or "Tasks / Bookings / Rates"permission profile will have this flag set to Yes, allowing them to create Ad-Hoc Time Reports in the Hourline (Used/Booked view needs to be set) or in the Time Report Sheet. Additionally, "Task" Users with "Can Book Self" permission will also have it set to Yes. |
| Can Use Purchase Order | Allows User to create Purchase Orders and link them to Booking lines in Projects. |
| Can Approve Purchase Orders (only available if Can Use Purchase Order is set to Yes) | As Purchase Orders are created, they get the status ‘Waiting For Approval’.This Permission allows User to authorise Purchase Orders. |
| Can See Incoming Invoices | Allows User to see Incoming Invoices. |
| Can Edit Incoming Invoices (only available if Can See Incoming Invoices is set to Yes) | Allows User to create and manage Incoming Invoices. |
| Can Approve Incoming Invoices For Projects (only available if Can See Incoming Invoices is set to Yes) | If a Purchase Order has been assigned to a Project, this Permission allows User to approve the related Incoming Invoice. |
| Can Approve Global Incoming Invoices (only available if Can See Incoming Invoices is set to Yes) | Allows User to approve Incoming Invoices created from Purchase Orders not assigned to any Project. |
| Can Approve Incoming Invoice That Exceeds PO (only available if Can See Incoming Invoices is set to Yes) | Allows User to approve an Incoming Invoice that exceeds the PO's value. This setting is greyed out if "Can Approve All Incoming Invoices" is set to Yes. |
| Can Approve All Incoming Invoices (only available if Can Edit Incoming Invoices is set to Yes) | Allows User both types of approval: Incoming Invoices for Projects and Global Incoming Invoices. |
| Can Select Booking Activity | Controls if the User is allowed to change the Activity for the Booking Object. |
| Can Only Modify Owned Tasks And Bookings | For TBR and TB Users. If set, it will prevent a User from modifying any data on a Booking, that is not owned (created) by himself. Useful if you need a User to be able to book another Object but himself, however restrict him in modifying other Users' Bookings and Tasks. Use in conjunction with Project Permissions and further settings to restrict these Users also from creating Projects and other. |
| Can Create/Modify/Delete Their All Shared Hourline Views | If enabled, User Can Create/Modify/Delete any Shared Hourline Views (also created by other users). |
Can Create/Modify/Delete Their Own Shared Hourline Views | If enabled, User Can Create/Modify/Delete only own Shared Hourline Views (but not created by other users). |
| Can Create/Modify/Delete Their All Shared Booking Templates | If enabled, User Can Create/Modify/Delete any Shared Booking Templates. |
| Can Create/Modify/Delete Their Own Shared Booking Templates | If enabled, User Can Create/Modify/Delete only Own Shared Booking Templates. |
| User Can Only View Projects From Own Division (from 7.1) | This applies for configuration with licensed "Division" module. With this setting enabled user is not able to see (and as a result - not able to book) any projects from other divisions. This is supported across entire system. |
| Media Library Module (Extra Licensed Module) | |
| Library Write | Gives User write access in the Media Library so he can enter new media, edit and modify existing media. |
| Library Labels Edit | Allows User to create new, modify and save changes to Labels. |
| Library File Read-Only | If set to Yes, this option restricts the usage to read-only Permission for files in the Media Library. |
| Library Delete Media | Allows deleting (‘Remove’) media from the Media Library. |
| Media Order Module (Extra Licensed Module) | |
| Access | Allows access to Media Order tab in Toolbox. |
| Media Order Rates (only available if Media Order Module Access Permission is set to YES) | Allows Users without Rates Permission to see Media Order Rates when creating a new Media Order and within the Modify Media Order window. |
| Can Edit Media Order Reports (only available if Media Order Module Access Permission is set to YES) | Allows User to modify Media Order Report Templates. |
| Dispatch Module | |
| Access | Allows access to the Dispatch Module from the Options Menu and from the Media Library. |
| Can Edit Dispatch Reports (only available if Dispatch Access is set to YES) | Allows User to modify Dispatch Report Templates. |
| Play (Extra Licensed Module) | |
| Can See Play Shares | This Permission is by default set to NO. Needs to be set to yes to be able to share files through Play. |
| Can Edit Play Shares | This Permission is by default set to NO. Needs to be set to yes to be able to created/edit/delete Play shares in farmerswife directly. |
| Can Admin Play | Permission has to be set to Yes to be able to configure for example which encoding formats are used and other play related global settings. |
| Web Only User Permissions (for extra Licensed Web Client Module - not sold anymore) | |
| Can Create Tasks | User can create Task Bookings via the Web Client Module. |
| Task Only As Request / Preliminary (only available if Can Create Tasks is set to YES) | User can only send Requests to Super Users or create Preliminary Task Bookings via the Web Client Module. |
| Mandatory Time Report Note If Reported Time Is Higher | If the time reported time exceeds the booked time the User will be prompted to add a Note. |
| Show Contacts | Allows access to Contact information. |
| Show Projects | Allows access to Project information. |
| Show Only Projects User Is Involved In (only available if Show Projects Permission is set to YES) | Will restrict the User to only see the Project he/she is involved in. |
| Show Rates (only available if Show Projects Permission is set to YES) | Allows access to see Rates of Users and Objects involved. |
| Show Media Library | Gives access to the Media Library. |
| Show Labour Account | Shows Labour Rules related numbers in the "new task/booking" view and in the month view in the legacy Web Client. |