Groups

Each Teamogy user belongs to certain groups. These groups affect what rights the user has in the system. What views he sees, what he can modify in them, what actions he can perform in the system, etc. So our groups are actually what determines rights in Teamogy.

In default, when the user is not in any group, he can just create actions, but the user can see only the Time record (My Timesheet and Time Recorder), Absence, Tasks (only the user’s tasks) and Documents (My documents) and own Jobs. Browsers are enabled to see the view ALL in the modules. and then it depens on their rights, but in default they can see the documents of their subordinates.. It means that they are selected as managers in users’ settings.

Group name Group type Group description
Absence approver PROCESS the user, who is responsible for final approving of Absence.
Accountant ROLE the user, who can edit all Contacts, can see call Cashbox’s documents, can see all Internal documents & Invoices (Purchase & Sales), can see Jobs & Overheads (Client and Internal). Accountant is also responsible for approving financial documents (Cashbox & Invoices).
Bulk editor SYSTEM the user, who can make bulk changes. For example: Bulk marking invoice payments
Cashbox approver PROCESS the user, who can approve operations in Cashbox.
Cashbox browser SYSTEM the user, who can see Cashbox module and see the documents to which the user has the rights.
Cashbox manager ROLE the user, who can does the actions in Cashbox and can see all documents in the Cashbox.
Client overhead browser SYSTEM the user, who can see Client overhead module, can see the Overhead’s to which the user has the rights and can creates the new ones.
Configurator SYSTEM the user, who can see the module Configuration. There is only view Register.
Contact browser SYSTEM the user, who can see the module Contacts and can see all contacts. Contact browser can edit the contacts of his subordinates.
Contact editor SYSTEM the user, who can edit all the Contacts in the Company module. If you are not in the group Contact browser, you will not see the module Contacts!
Data exporter SYSTEM the user, who exports all the data.
Data exporter contacts SYSTEM the user, who exports Contacts.
Data exporter invoices SYSTEM the user, who exports Invoices.
Data exporter jobs SYSTEM the user, who exports Jobs.
Data exporter reports SYSTEM the user, who exports Reports.
Data exporter tasks SYSTEM the user, who exports Tasks.
Data exporter timesheets SYSTEM the user, who exports Timesheets.
Document browser SYSTEM the user, who can see the view All documents and can see documents to which the user has the rights and can edit them.
Finance GROUP the user, who can edit all Contacts, can see all Cashbox’s documents, can see all Internal documents & Invoices (Purchase & Sales), can see Jobs & Overheads (Client and Internal). This role enables the whole financial module.
Finance supervisor ROLE the user, who can edit Contacts, edit every document in the Cashbox, edit all Financial documents. He can edit the documents, despite the fact, that process set the status EDIT:DISABLED. This role enables the whole financial module.
Internal document browser SYSTEM the user, who can see  Internal documents module in the Finance part of the system, but he can see only documents that the user created and the documents to which the user has the rights.
Internal overhead browser SYSTEM the user, who can see  Internal overheads module in the Finance part of the system, but he can see only overheads that the user created and the documents to which the user has the rights.
Job approver PROCESS the user, who approves Jobs.
Job browser SYSTEM the user, who can see all Jobs view, where he can see the own Jobs and the Jobs to which the user has the rights.
Job supervisor ROLE the user, who can see all the Jobs (need to be added in Job Browser to see All jobs in the Job list.)
Labor costs browser SYSTEM the user, who can see the column Labor costs in the Job overview and Reports.
Management GROUP the user, who can see everything in the system, but can’t edit it and in some cases it’s possible to remove this group from the access rights (in the entities where are your browser.)
Own job report browser SYSTEM the user, who can see the Report of own jobs.
Purchase invoice approver PROCESS the user, who approves Purchase invoices.
Purchase invoice browser SYSTEM the user, who can see view Purchase invoice, there the user can see the invoices the user created and invoices to which the user has the rights.
Purchase order approver PROCESS the user, who approves Purchase orders.
Report browser SYSTEM the user, who can see all Reports in the system including data.
Sales invoice approver PROCESS the user, who approves Sales invoices.
Sales invoice browser SYSTEM the user, who can see view Sales invoice, there the user can see the invoices the user created and invoices to which the user has the rights.
Sales invoice sender PROCESS the user, who is responsible for the sending Sales invoice to the client.
Sales quotation approver PROCESS the user, who approves the Quotations.
Supervisor ROLE the user, who can see and edit everything in the system, except Configuration. He can edit the documents, despite the fact, that process set the status EDIT:DISABLED. Also enables view Families and Agencies in Configuration.
Task browser SYSTEM the user, who can see the view All tasks, where he can see own tasks and tasks which the user has the rights.
Timesheet browser SYSTEM the user, who can see all Timesheets in the system.
User configurator SYSTEM the user, who can modify Users and add Groups.
Users SYSTEM the group of Users in the agency.

Get in Touch

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.

Menu