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Organisation and role management
Decide exactly what each role will have access to
Organisation Diagram
The brand new feature Organisation Diagram makes it possible to restrict employees’ access to data in select reports according to the company’s organisational structure.
This means that a head of department only has access to the data in the reports that concern his or her department and sub-departments, while the person in charge of the company has complete access.
Role management and access control
EazyProject is built up as a central and logical role management module, which allows you to adjust the permissions in the solution for each individual team, department or employee.
Each employee is only presented with the functions and opportunities relevant to them, which makes the system extremely clear and easy to use – regardless of whether you use a large or small part of the solution.
- Create and name an unlimited number of roles
- Decide exactly what each role will have access to
- Adjust the menu structure for each role
- Assign one/several roles to one employee
- Only show screen displays that are relevant to each individual user
- Simplifies implementation and day-to-day use
- Role management also works on the EazyProject App
Example of roles
Adjust your role management easily in EazyProject
Senior management and executive board
Senior management get a complete overview of all projects as well as the financial situation of the business in real-time. Selected managers can each get individual access to relevant special reports and summaries.
Project manager
The project manager has access to reports and summaries of their own projects and has tools at his or her disposal that give an improved overview and minimise project administration.
Employee
Employees who only need to fill out time records have the opportunity to add comments and enter mileage on their timesheets.
Finance
Bookkeeping has access to financial reports and invoicing. In addition, finance can have permission to enter data into finance and payroll systems.
Seller
The sales department has the opportunity to create customers, contacts, offers, sales material (with mail merge and email campaigns) etc.
Furthermore, the sales department also has the opportunity to use customer follow-up (‘to do’) and customer logging across sales staff.
