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Control of the individual permissions

To see the effects of each permission that can be assigned to a role, see the following table:

Permission management

Roles

Read

Users can view the "Role" menu in the navigation panel on the left

Delete

Users can delete roles

Insert

Users can create new roles

Change

Users can modify the title of a role

Change assignment of a role

Read

Users can view the section "Role assignment" in the details of a role

Insert

Users can assign or remove roles

Permissions

Read

Users can view the "Authorization" tab below a role

Insert

Users can assign or revoke role permissions, to be able to save permission changes, the additional permission to change roles is required!

 

Master Data Management

Company data

Read

Users can view the "Company data" menu in the navigation panel on the left

 

Change

Users can change company data (address, VAT ID, etc)

User

Read

Users can modify company data (address, VAT no etc)

 

Delete

Users can delete other users

 

Insert

Users can create new user accounts

 

Change

Users can modify the details of a user (name, phone number, email)

Substitute

Read

Users can view the "Substitution management" tab below a user

Master data / settings

Change

Users can apply changes to the substitute management of a user

Read

Users can view the "Master data" menu

 

Delete

Users can delete master data

 

Insert

Users can create master data

 

Change

Users can change master data

Material

Read

Users can search within materials

Suppliers

Read

Users can view the supplierĀ“s view

 

Insert

Users can create a supplier

 

Delete

Users can delete a supplier

 

Change

Users can change the supplier data

 

Transactions

Orders

Read

Users can view the section "Purchase Orders" in the navigation panel on the left

 

Cancel

Users can cancel Orders

 

Insert

Users can create an Order

 

Change

Users can modify an Order, e.g., change the Approver

 

Complete

Users can manually transfer an Order to "closed" status

 

All visible

Users have access to all Orders, including those belonging to other Approvers

 

Resend to SAP

Users can resend Orders in case of an incorrect data transfer (separate button)

 

Tab log visible

Users can view the "Log" tab Order in the section

 

Use free text lines

Users can use free text lines

 

Assign purchase requisition

Users can import / create the Requisition

 

Apply change

Users can adopt changes to the items list in an Order

 

Place Order

Users can initiate Orders in preparation (button is active)

 

Insert tolerance

Users can maintain the tolerance in Orders for the release of over-fulfilled service lines

Service entries

Read

Users can view the section "service entries" in the navigation panel on the left resp. the "service entries" tab below an Order

 

Change

Users can edit service entries e.g., quantity maintenance

 

Verify

Users can reject or release service entries

 

Resend to SAP

Users can resend service entries in case of an incorrect data transfer (separate button)

 

Tab log visible

Users can view the "Log" tab in the section service entry

 

Suspend release

Users can withdraw the release of a service entry

Requests

Read

Users can view the section "Requests" in the navigation panel on the left

 

Insert

Users can create Requests

 

Edit items list

Users can create and edit the items list within the Request

 

Release working copy

Changes made in a working copy can be released with this permission

 

Delete

Users can cancel/delete Requests

 

Change

Users can change and save the Request

 

All visible

Users have access to all Requests

 

Release/stop request

Users can release or suspend the Request

Copy request

Users with this right can copy requests.

 

Open quotations

The quotations can be opened and viewed after the deadline

 

Order quotations

The quotations can be ordered

 

Tab log visible

Users can view the tab "Log" in the section Request

 

Edit price comparison list

Users can change and save the price comparison list

 

Read price comparison list

Users can open the price comparison list of a Request

 

Tab messages visible

Users can view the tab "Messages"

 

Tab quotations visible

Users can view the tab "Quotations"

 

Quotations tab (technical data) visible

Users see the tab "Quotations (technical data)"

 

Tab Suppliers/Status visible

Users can view the tab "Suppliers/Status"

Contracts

Read

Users can view the section "Contracts" in the navigation panel on the left

 

Change

Users can modify and save the Contract title

 

Import

Users can read out and update contracts from SAP

Requisition

Read

Users can view the section "Requisition" in the navigation panel on the left

 

Delete

Users can delete any Requisition

 

Insert

Users can create a new Requisition

 

Change

Users can modify a Requisition. This permission is also necessary for editing the fields of a new Requisition

 

Assign purchase requisition

Users can create a link between the Requisition and a purchase requisition in SAP and update the assigned purchase requisition within the Order

 

All visible

Users have access to all Requisitions regardless of whether they are engaged as initiators, processors, or substitutes

 

Tab log visible

Users can view the "Log" tab in the section Requisition

 

Order Requisition

Users can Order a Requisition

 

Create Request by using a Requisition

Users may Order a Request by using a Requisition

 

Use Free text lines

Users can use free text lines

 

Select supplier

Users can select a supplier if required

Projects

Read

Users see the "Projects" area in the navigation on the left

 

Delete

Users can delete projects with the status in preparation

 

Insert

Users can create new Projects

 

Change

Users can change Project data

 

Complete

Users can manually complete and reopen projects

 

Import SAP Project data / PSP

Users can import the SAP Project data including PSP elements

Calculation

Read

Users can view the tab "Calculation" in the section Requisition

 

Change

Users can modify a calculation

 

Use free text lines

Users can use free text lines

Material reservation

Read

Users can view the tab "Material reservations" in the Requisition

 

Insert

Users can create a material reservation

 

Change

Users can modify a material reservation

 

Delete

Users can delete a material reservation

 

Initiate

Users can release a material reservation

Templates

Read

Users can view the section "Templates" in the navigation panel on the left

 

Delete

Users can delete a template

 

Insert

Users can create a template

 

Change

Users can change and save templates

Master service items list

Read

Users can view the section "Master service items list" in the navigation panel on the left

 

Change

Users can change the master service items list

 

Create service number

Users can create service numbers for an items list by using the number generator

 

Send service master file to SAP

Users can transfer single service lines to SAP

 

Price database

Users with this right can use the price database in the master items list

 

 

Other

Overall log

Read

Users can view the log lists (user, role, Order) in the navigation panel on the left

FBG monitoring

Read

Users can view the "FBG-Monitoring" menu in the navigation panel on the left

Attachments

Read

Users can view the tab "Attachments"

 

Insert

Users can add attachments

 

Delete

Users can delete attachments

 

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