Administration
Administration
1 Administration
This section describes the functionality of the Administration module. Administration Web Manual
1 Users & Roles
1.1 User Creation
In order to create a new user, an administrator must go to the following:
Administration > Users
To add a new user the administrator must click on the plus sign “+”, where he will be redirected to the user creation page.
The administrator must add the following fields:
User code; best done in a sequence with existing users or according to company format based on role Full name Email User name; could be unique or the first part of the email before the “@” Password User Roles; very important, more than one role can be assigned and this will dictate what the user can and cannot do on Project View
Once the user has been created, the administrator can edit the existing user authorisations and extra information by selecting the user from the main user screen.
From the Basic Data tab, the administrator can assign the following:
Project; this will limit on what projects the user can edit or see Inventory; this will limit what inventories and warehouses the user can use or see Division; this will allow the user to be filtered by division to be used in later screens Company; if the user is working for only one company so he doesn’t see other companies’ projects Deactivated and locked out checkboxes; to dictate whether the user is deactivated or locked out Access failed count; to dictate how many times a user can input a wrong password before getting locked out
From the Permissions tab:
HR User; allows access to salaries and personal details in the HR module Payroll User; allows payroll transactions in the HR module Can create accounting entries; allows transfer of transactions to accounting Delete orders, requisition Final approval; allows bypassing approval matrices if needed
🎥 Video – Screen: User Creation and Editing Administration Web Manual
1.2 User Roles Creation
To navigate to user roles:
Administration > Roles
To add a new role the user must click on the plus sign “+”, fill the Name column and save.
Once saved, the user can adjust role-specific authorisations:
View only own record; the user can only see records created by himself Hide Amounts; hides amounts and prices from transactions
🎥 Video – Screen: User Roles Creation Administration Web Manual
1.3 User Roles Authorisation
The roles authorisation screen is used to set up what each role is able to edit, view only or not see at all when using Project View.
To navigate to user roles authorisation:
Administration > Roles Authorisation
On the left side of the screen, the user will see the different created roles. On the right side, the different menu options of ProjectView are displayed.
The user must select the desired role. Available options include:
Bulk select pages as edit, view or hidden Right click on the desired menu and select the respective option
By editing upper levels, the user can apply the same option to all lower levels (child menus).
The user can change permissions at any level regardless of the rest of the tree. For example, a parent menu may be set to view and edit, while a child menu is set to view only.
🎥 Video – Screen: User Roles Authorisation Administration Web Manual
2 Approvals & Workflows
2.1 Setting up Approval Matrices
In order to create an approval matrix, the user must navigate to:
Administration > Approvals Workflow
Here the user will see the list of approval matrices registered in ProjectView. To create a new one, the user must click on the plus sign “+”.
On the creation screen, the user can filter when the approval matrix is applied. Recommended fields are:
Category Code Department Code Document Type Code
Once the required filters are completed, the user must save to access the approval matrix.
A new tab will appear with the Approval Workflow Sequence.
The user must click on the plus sign for each new entry and assign the respective role for each approval level.
Specific users can be applied instead of roles; however, this is not recommended.
Accounting and site approval tabs are available for adjacent approval matrices.
🎥 Video – Screen: Approval Matrices Setup Administration Web Manual
2.2 Departments setup
In order to create a department, the user must navigate to:
Administration > Departments
On this screen, the user will see all registered departments.
To add a new department, the user must click on the plus sign “+” and enter the code and name.
🎥 Video – Screen: Departments Setup Administration Web Manual
2.3 General Setup for lists
Throughout the software, the user will need to create lists for several entries such as addresses, warehouses, cities, packages and divisions.
These list setups are used across the system to filter or identify information.
Most of these screens require only the entry of a code and a name.
These screens can be found under Setup, Basic Data and Master Data menus in ProjectView.
🎥 Video – Screen: General Setup for Lists Administration Web Manual
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