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.
Note: In the table, there are the default groups and the settings are always different from the client’s requirements.
| Group name | Group type | Group description |
| Absence approver | PROCESS | the user, who is responsible for final approving of Absence |
| Absence browser | PROCESS | the user who can browse absences |
| Accountant | ROLE | 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). Accountant is also responsible for approving financial documents (Cashbox & Invoices). |
| Attendance editor | SYSTEM | the user who can edit attendance records |
| Bulk editor | SYSTEM | the user, who can make bulk changes. For example: Bulk marking invoice payments |
| Bulk editor external status | SYSTEM | the user who can perform bulk changes on external status |
| Bulk editor payment mark | SYSTEM | the user who can perform bulk changes on payment mark |
| Business report browser | SYSTEM | the users who can browse BUSINESS reports |
| 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! |
| Contact reader | SYSTEM | the user who can read 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 |
| 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, 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, 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. |
| 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 company |
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.