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 supplier´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 |