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roles
roles

User and roles

Within eHour, users are organized into departments. Each user can only be part of a single department. Departments come back during reporting where you can filter on a department.

A user can either be active or inactive. You can only delete a user when (s)he never booked any hour on a project. When someone did book an hour it's only possible to de-activate. Deactivated users cannot login but hours they booked in the past still appear on the reports.

Each user can have one or more roles, you assign them when creating or editing a user:

User role

The basic role is the 'User' role. This role is needed to be able to book hours on projects and get reporting on his/her own hours.

Report role

Users with the 'report' role can view reports of all customers, projects and users. When someone only has a 'report' role he/she can only view reports, not book hours.

Admin role

Administrators can create customers, users, assign roles to users, create customers, create projects and assign projects to users. They also can change global configuration parameters such as whether to display hourly rates and turnover.

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manager
manager

Manager role

Manager role is an optional role, it needs to enabled by an admin in the system configuration. As an admin you can manage user, projects, etc and modify eHour's configuration (this screen). With the manager role you can split up these two responsibilities. The manager can manage data but does not have access to eHour's configuration nor can he modify admins. Admins still have access to everything. When in doubt, you probably don't need it. Only enable it when you want to divide responsibilities over multiple users.

Project manager role

Project Manager is an implicit role, as in that you can't assign it to a user when creating the user. You can make a user PM by marking someone as PM when editing a project. More about the Project Manager role in the Projects sections.

 

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