Web Profile Manager

Modified on Tue, 11 Mar at 10:04 AM


Web Permission Profiles apply to Advanced Users, Web Users, and Contacts, which can be configured to grant access to the WIFE system via these access tiers:


The Web Profiles are a very powerful tool! Be careful, as they can easily be configured incorrectly. For example, you create a permission profile and grant a Contact type “Client” access to all of your Contacts. Or you grant a Client the permission to create Bookings. Taking the time to set up meaningful profiles will not only save you time, but also many headaches. 

When initially setting up your database, start with one user's profile and then save as many other profiles as you determine is necessary for your facility (i.e. Editor, Producer, Client, Freelancer, Accountant, etc.). You can then choose those profiles as you set up your additional users.


TABLE OF CONTENTS



Access the Web Profile Manager

 
To access the Web Profile Manager go to farmerswife Client > Object Manager > open a User Profile. 

Click on the drop-down menu to the right of the Permission Profile and choose Web Profile Manager to set up the various Profiles. On Web Users, it is only possible to access the Web Profile Manager.




Create a New Profile and Group

Simply right-mouse-button-click or use Ctrl. + Click (on Mac) in the top left pane to create a new Profile; see the circled part in screenshot. 

Groups contain the Web Profiles and are useful to sort the Web User Profiles. Use the Move option to move a Web Profile into another Group. 

For a detailed description of the permissions, please refer to the have a look at the Web Permission Table.
On saving the Profiles give them good, simple and short names describing for whom or for what they are intended. You don’t want to be checking each profile’s setup every time you assign it to someone. 


Assigning a Web Profile to a User


On Web Users, you can choose the previously created Web Profile directly from the Permission selector. For Advanced Users, choose their Web Profile in their Advanced User profile thus the Web Profile is linked to the assigned Advanced Profile.



Required Server-side settings

  • In farmerswife Server > Setup > General: The following settings are required to be properly set/ opened/ forwarded on the according firewalls, routers, and switches within your network. And some of them need to be exposed to the Internet, in order to connect from the outside of your local network (LAN) to the WIFE Server. For more detailed information see “ ServerPorts_and_AccessTiers”.



    • Allow Mail (and related settings) must be on, i.e. set to Yes, to invite any Contact Type (Client, Resource). See related “ Email_Notification” documentation.
    • Http Port: Used to stream QuickTime, WebCal, Old Web Client.
    • URL To Server: Used by iOS, New & Old Web Client, WebCal and the Mobile Web Client (MWC)· 
    • Port: This is the port used to login to the Web Client; in the web browser type: http://your.Domain.IP:26000· 
    • API Port: This is used by the iOS application; enter this in the Apple mobile device’s Settings > farmersWIFE > Port·

  • In WIFE Client > Toolbox > Settings > Server Setup > Web Share Settings > Daily Sendout ... is the same as the above-mentioned Server-side setting (only available to Advanced users with Server Setup access rights).
  • In WIFE Client > Toolbox > Settings > Server Setup > Web Share Settings > WebCal ... enable and configure the days of Events to show before and after the actual day. For further information and configuration details aout WebCal see the separate “WebCal” documentation.·
  • In WIFE Client > Toolbox > Settings > Server Setup > Web Share Settings > Schedule Changes Email Sendout.

Web Permissions Table


Web PermissionFunctionality
Allowed Access Tiers

iOS App
Permission to use the farmerswife iOS app that can be downloaded from the App Store
Web Browser Based Client
Permission to use the Web client and/or the Mobile Web Client
Web Cal (ical, outlook, calendar subscription)
Permission to subscribe to farmerswife events in 3rd party calendars (see Webcal manual for further setup instructions)
RSS FeedNo longer available. (legacy feature)
Daily Email SendoutEnable via the Toolbox > Server Setup. See Toolbox Manual.
Time Reporting Email SendoutRelated to Toolbox Setting on Timereporting Sendout Reminder. Needs to be enabled if the user should receive reminders on Time reporting. 
Schedule Changes Email Sendout
  • Enabled
Receives emails with any schedule changes. Set time in Toolbox > Settings > Server Setup > Web Share Settings > Update Time.
  • Send Schedule Changes Email when Other Involved Objects in the Booking Changes
Sends the Schedule Changes Email also if Other Inovlved Objects in the Booking Changes.
Microsoft Exchange Calendar SyncIf Utilizing Microsoft Exchange
Dispatch Access Through Desktop Client (Not Resources/Clients)Access to Dispatch Module via Desktop Client
Dispatch Limited Mode

A Web User with this Limited Mode enabled will be able to use the Dispatch Module in the farmerswife Desktop Client application to:

- scan existing Objects on existing Check Outs

- print Check Out and Check In Reports

- create New Check Ins

- create New Check Outs - so equipment can be sent from one warehouse to the other

- modify any Custom Fields that have been loaded into the Dispatch previously

- edit the Note field on Dispatches


He won't be able to:

- modify anything on the header of existing Check Out, e.g. Dispatch Name, Pickup Contact, ...

- remove any Objects from existing Check Outs if it is not his own Check Out.

- change the Status of the Dispatch - unless he knows the Limited Mode Password, if it has been set.

- access Dispatch Settings

- access and change Custom Field templates in Checkouts or Check Ins

Media Library Through Desktop Client (Not Resourdes/Clients)
Can ViewPermission to login to the Media Library only on the farmerswife client and view media records
Can EditPermission to edit, create, and delete media records
Media OrdersPermission to create, edit and delete Media Orders via the Toolbox.
Can See RatesAllows controlling if the Web User can see Rates when accessing the desktop application.
Events > Objects
His Own Object
Can ViewCan see his/her own schedule
Can Create RequestsCan make Requests for Personnel Management Bookings (vacations, sick, etc.)
Show Request Recipient Users List
If more than one Advanced User is able to receive Requests, this permission will allow the User to choose which person this Request should go to
Send Email to Users When Request Status ChangesSends the email notification when Reuqest Status is Changing (if it's approved or declined).
User Must Select Request TypeRequires User to pick from the list of Personnel Booking types. (Those are predefined here as Tasks: Server Setup > Bookings tab)
User Can Modify Approved Requests (from 7.1)If enabled, users can edit requests that have been approved.
User Must Accept or Decline New BookingsIf enabled, the Web User can decline or accept new Bookings through the Web Client, Mobile Web Client or the iOS.
Mandatory Note When Declining a Booking (from 7.1)If enabled, the Web User needs to add a mandatory note when declining a booking. 
Send Google Calendar Invites / Requires Google Sync To Be Enabled
This feature needs to be enabled in WIFE Client Toolbox > Settings > Server Setup: "Allow Sending Google Invites". User with a Profile  where this is enabled they will as well receive an invite for the Event through Google's calendar system. For more information see the Notification manual.
Can Create TasksCan Create Tasks for himself
Can Create BookingsCan create Bookings for himself (Must also have one of the permissions under the section "Allow Booking on Project")
Can Create Personnel Events
Can create Personnel Booking for himself
Shared Monthly Based ReportsYou can choose which User Reports Web User can run from the farmerswife Web Client. Further info in our Knowledgebase. Search for PDF print Support. PDF Printer must be setup.
Objects in his Division
(Only applicable if purchased Divisions Module is licensed)
Can View
View Objects within the same Division as Web User
Can Create TasksCan create Tasks for other Objects in his Division
Can Create BookingsCan create Bookings for other Objects in his Division
Can Create Personnel EventsCan create Personnel Events for other Objects in his Division
Can Create Maintenance EventsCan create Maintenance Events for other Objects in his Division
All Objects

Can ViewView All Objects and their schedules
Can Create TasksCreate Tasks for All Objects
Can Create Bookings
Create Bookings for All Objects
Can Create Personnel EventsCreate Personnel Events for All Objects
Can Create Maintenance EventsCreate Maintenance Events for All Objects
Specific Object Level ControlSet specific Objects that the User can have the previous permissions for.
Can See All Shared Hourline ViewsIf enabled user can see All Shared Hourline Views
View and Book Object Classes as ObjectsAfter this setting is activated, as Web User creates a Booking and goes to Add Involved > Categories > Classes > choose one of the Classes in the list, there will then be a new option at the top called "Pure object class". Using this option will then book the Object Class in the same way as booking an Object.
User Cannot Book Conflicting ObjectsIf this is enabled, user is not able to book the conflicting objects at all. The conflict warning appears immediately and the booking won't be created.
Select & Share Saved Hourline Views
Choose specific Hourline Views that Advanced Users have saved to be shared in the Web, iOS and Mobile Web Client.
Day Plan Hourline ViewsChoose specific Hourline Views that will be displayed by sorting by Project for the day.
Shared Day Plan Reports
Day plan reports can be found/saved in the farmerswife client > Hourline Tab > Hourline icon. Share these reports with Web Users here.
Daily Day Chart Email Sendout
With this new feature available from 6.6 SP1 you can now configure Daily Day Chart Email Sendout that will include the pre-defined Day Chart Report as a PDF attachment.
Shifts AvailabilityAdd Shifts that should be shown to the Web User for him to register Shifts that he would like to sign up for.
Show Event

Always

View all Events. If you choose to hide Event details, it will show that there is a Booking but no details for Events the User is not involved in. (Objects will appear booked

with “Undisclosed Event”) If you choose No, Personnel and Maintenance Bookings will still be visible for other Objects they have Permissions for.
If It is in His Division
View just Events in his Division
If He Has A Relation To Its Project

View all Events where the User has a relation (has created the Project, or has been booked on the Project at any time)
If He Is Involved In It

View Events only when the User is on the Booking
Add Names of Involved Objects to the Header in the Web ClientDisplays names of Involved Objects in the Header
Show Requests from Other UsersView other Users' Requests for Personnel Events
Show Events with Planning Booking SubstatusIf enabled Web Users can see all bookings with Planning Substatus
Show Events with Preliminary Booking SubstatusIf enabled Web Users can see all bookings with Preliminary Substatus
Allow Editing Event
Must have one of these Permission to modify existing Bookings that the User did not create.
AlwaysAllows editing on all Bookings
If it's in his DivisionAllows editing on only Bookings in his own Division

If He Has A Relation To Its Project
Allows editing on Bookings on a Project that the User has a relation to.

If He Is Involved In It
Allows editing on Bookings that the User is booked on.

Allow Editing Note
Web Users can edit Booking Notes for read-only Bookings
Default Task StatusIf set, and Status is not chosen when creating the Task, the Task will default to this selected status. The default is set in Server Setup > Bookings tab > Force "Task Only" User or Web User Bookings To Status
Allow Booking On Projects
All ProjectsCan create Bookings on any Project, but the Project must already exist. Web Users cannot create new Projects in the Web Client, only possible in the iOS and in the Mobile Web Client.
Projects That Are in His DivisonCan create Bookings on Projects in his Division
Projects That He Has a Relation ToCan create Bookings on Projects the User has a relation to (i.e. has been booked on the Project previously)
Default Booking StatusIf set, and Status is not chosen when creating the Booking, the Booking will default to this selected Status.
Enable Timereporting For New BookingsIf not checked, new Bookings created by the User will not have an associated time-report.
Enforce Static Time Frames
ViewableIf checked, it enables the Static Time Frame when Bookings can be viewed through the Web Client, as configured in Toolbox > Settings > Server Setup
BookableIf checked, it enables the static Time Frame when a User can create Bookings through the Web Client, as configured in Toolbox > Settings > Server Setup
TimereportableIf checked, it enables the static Time Frame when Bookings can be time reported through the Web Client, as configured in Toolbox > Settings > Server Setup
Allow Tasks To Be Viewed Regardless Of Time FramesAllows to see all tasks, regardless of set Viewable Time Frames.
Send Push and Email RemindersIf Set, Users will get push or email notification before start time or end time of every booking they are involved in.
Minutes Before Start TimeChoose from 5,10,15,30,45,60 or Don't Send Reminder
Minutes Before End TimeChoose from 5,10,15,30,45,60 or Don't Send Reminder
Projects > Show
All ProjectsCan view all Projects
Projects That are in His DivisionCan view all Projects in his Division
Projects That He Has A Relation ToCan view Projects that he has a relation to ( that the User is booked on)
Allow Editing Project
AlwaysCan edit all Projects
If It Is In His Division
Can edit all Projects in His Division
If He Has A Relation To ItCan edit Projects that he has a relation to (is booked on)
Timereports > Allow Editing Timereport

AlwaysCan edit any Time Report
If It Is In His Division
Can edit any Time Reporting of his Division
If He has A Relation to Its ProjectCan edit any Time Report for projects he has a relation to ( that the User is booked on)
If he Is involved In It
Can edit any Time Report that he is involved in (needed to be booked on the Booking)
Not Other Users TimeIf yes, then negates "always" above and User can't report for other Users.
Mandatory Note for Object When Reporting (Always) (7.1)If enabled, User needs to add mandatory Note for Object When Reporting
Mandatory Note for Object When Reporting Over Booked Time
If User reports more time than what was booked he will be required to add a Note on his Object (not the overall Time Report note)
Allow Reporting Over Existing Reported Period of TimeCan report two things at once. (i.e rendering one job, doing fixes on another at the same time)
Allow Reporting Into The Next DayCan report past the "start of the next day" (dependent on database set up). If this permission is enabled, this will make a check-box appear in iOS farmerswife app and Web Client to allow the User to report the out time into the next day by creating an Ad-hoc Time Report for the day after the Booking.
Allow Applying Breaks to All InvolvedIf enabled, user can add breaks to all involved in the booking, when tiemreporting.
Ad-Hoc Timereporting
All Projects
Allows Ad-Hoc Timerpeorting on All Projects
Projects That Are in His DivisionAllows Ad-Hoc Timerpeorting on Projects in Own Division
Projects That He Has A Relation ToAllows Ad-Hoc Timerpeorting on Projects Web User has Relation To (is booked on)
Default Ad-Hoc Booking StatusAllows to set default ad-hoc Booking Status
Allow Adding Objects to Timereport
All Objects

Allows adding Objects to a Time Report
Objects in His DivisionAllows adding Objects to a Time Report but only Objects in the Web Users Division
His Own Object

Allows adding only the Web User himself to the Timereport
Specific Object Level ControlChoose specific Objects here that the Web User can add to the Time Report
Contacts > Show
All ContactsView All Contacts
Contacts That Are In His DivisionView Contacts in the Web User's Division
Company Compound Label
Define here the company compound name by selecting more data (like Address, mobile number, etc) from the drop-down in the Company Compound Label window. Below the Contact name in the iOS or in the MWC the Company Name appears together with the additional data like address etc.
Allow Editing Contact
Always
Can Edit all Contacts
If It Is In His DivisionCan Edit Contacts that are in his Division
Not if Type is ClientCan Edit Contacts, except Client type
Not if Type is ResourceCan Edit Contacts, except Resource type
Events
Allow Showing Events Related to ContactAllows to Open the Contact and see all the Events related to that Contact (IOS and MWC)
Allow Showing Events Related to CompanyAllows to Open the Client Contact and see all the Events related to the entire company the contact belongs to (IOS and MWC)
To-dos > Alow Assigning To ProjectsCan create a Todo for a particular Project
All Projects
Can create a Todo for all Projects
Projects That are in His DivisionCan create a Todo for all Projects in the Web User's Division
Projects That He Has A Relation ToCan create a Todo for all Projects the Web User has a Relation to ( that the User is booked on)
Dispatches
Can AccessCan use Dispatch in iOS
Can View ReportsCan view/print Reports in iOS
Notifications
EnabledWhen enabled, Notifications that have been set up will be triggered and sent.
Miscellaneous
Show Personnel Management NumbersMust have Labour Rules license for this permission.


 

Necessary Permissions for Web Users to be able to create Ad-hoc Time Reports:




Email Reminders for over-due Time Reports



Projects in the Web Client

A Web User with a Web Profile Permission to use the iOS app can create a Project through the iOS or the Mobile WebClient. It is not possible to create a new Project in the Web Client.

The following Web Permissions have to be set. At least on of each setting:

Projects > Show > All Projects, If It Is In His Division, If He Has A Relation To It.

If neither of the mentioned above is ticked, it is not possible to edit any Project the permission for Allow Editing will be grayed out.

Projects > Allow Editing Projects > Always, If It Is In His Division, If He Has A Relation To It.


Which Projects are shown and available?

All active and closed or invoiced Projects will be shown in the Web Client. Among the active Projects, even the ones with Status: Quotation and Hold Invoice will be available. Canceled Projects won't show up in the Web Client. It is possible to add a Booking to any active Project.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article