What does the Expense Approval access right grant?

The Expense approval access right is used to grant the privilege to approve/reject expenses submitted by users assigned to the project. Furthermore, this access right enables a user to generate expense reports and, as a result, view the other user’s expenses in the project. In itself alone, the expense approval right does not allow the […]

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What are the restricted operations only Administrators may perform?

Account Administrators have access to a restricted area of the interface accessible through the Administration button located near the top right-hand corner of the screen (the button is only visible to Administrators). In this area, administrators may configure their account. Namely, they can… Add/edit/delete Users, User Groups, Expense Types, Project Types, Project Priorities, Project Statuses […]

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How can I set up my clients as AceProject users?

As with any AceProject “Normal User”, a client user has to be set up appropriately both in the user profile and when assigning the user to his/her project(s). Here is how a client user should be set up in the “Access Rights” section of the user profile (through Administration => Users > Users ): Select […]

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How can I assign users to a project?

Here are the steps to assign users to a project: Make sure the users have been created in your AceProject account. Only administrators can create users. Please refer to this knowledge base topic to learn more about user creation. If you already have a project tab in the top frame for that project, click on it and […]

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What does the Project Manager access right grant?

The project manager access right is used to grant full control over the project. A project manager can perform the following actions: Access the project (the “Can Open Project” access right is automatically granted to project managers). Manage the project’s structure (e.g. project number, project name, start and due dates, set of values for task […]

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Who can edit a project’s parameters?

Administrators and project managers can edit a project’s parameters (Number, Name, Dates, Associated Client,  Task Group values,  Task Type values, etc.). As for other Normal users assigned to the project with the “Can Open this Project” access right, they can see the entire project’s structure but in read-only mode.

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How do AceProject access rights work?

Here is some general info in regards to AceProject rights: AceProject has two levels of rights: the user level and the project level. If, at the user level, you setup a user as an Administrator, he/she will have access to all information across the entire account. If, on the other hand, the user is setup […]

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What are the access rights with regards to Project Documents?

Here are the access rights relative to Project Documents: The only users who can unlock a locked document are Administrators and the Project Manager. Even the user who uploaded the document cannot unlock a project document locked by another user. Any user who can access the project documents area in a project can download from […]

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