Users and Access

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With the help of Users and Access tab of Corporate Settings window you can create new users/edit existing users and define their access rights to various windows.

To open Users and Access tab click Users and Access in the left part of the Corporate Settings window.

Please note that two or more users cannot log in to Projetex 7.0 under the same login and password.

Adding new user

1. Click New button.

2. Enter new user's data in the New User window.

2.1. Fill in Position, Name, Login and Password fields with appropriate information. Also you can quickly assign pre-defined access rights to this user by clicking Copy from Access Role button. This will copy settings from access role you have previously defined in Access Roles tab.

2.2. Select general access level for this user (access role).

•	Advanced is the highest access level possible. Users with Advanced access level can view all clients and projects in the database. These users can also assign account managers and project managers. Advanced access level users can also create client accounts.

•	Normal access level permits a user to view only assigned clients and projects. Thus, if a Normal access level user is not a project manager of a project, or not an account manager of this client's account, he or she cannot view this project.

Note: This access level is recommended for project managers.

•	Corporate Expert (Auto). This would disable Access to Navigator options and enable special mode for this user when only expert jobs and job assignments of this particular expert will be displayed.

2.3. Configure new user's access to various Projetex 7.0 windows and tabs.

•	Select or clear check boxes in Access to Navigator field to grant or deny access to particular icons of Navigator (and therefore windows of the Projetex 7.0 Workstation).

•	Select or clear Custom Reports View check box to grant or deny access to Custom Reports menu in Projetex Workstation.

•	Select or clear Show AHC data check box to grant or deny access to expert average hourly cost data.