24) Appendix E: Permissions in SMMware

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Appendix E: Permissions in SMMware

 

Many permissions are controlled on a user by user basis, either by the 4 'Role' related permissions or the 8 "Manage..." permissions, described in the next two sections. Any access not addressed user by user are based on overall 'Admin Level' (set in the field of the that name). For example, the Settings Editor is avialable to users with 'Admin' level access or higher.

These default levels offer some configuration levels. For example, team leads can be reduced to 'view' for Organizations and Contacts, or for example 'None' for invoices. While 'Admin', 'Senior Admin' and 'Company Owner' levels are redundant by default, their existence allows flexibility of configuration.

Basic User Team Lead Admin Senior Admin Company Owner
Associate Profiles View* View * Manage Manage Manage
Job Profiles View ** View ** Manage Manage Manage
Client Profiles View ** View ** Manage Manage Manage
Organizations & Contacts View Manage Manage Manage Manage
Time & Expense Entry Self Self and others Self and others Self and others Self and others
Flat Fee Entry None Manage Manage Manage Manage
Invoice Management None Review Manage Manage Manage

 

* View privileges regarding Associates means name, email and phone number (not hourly rate, hiring date, nor address)

** View privileges regarding Jobs and Clients refers to the base profile information, but does still permit adding Tasks, Notes, and Calls to that profile.

 

Sales Role Privileges Read/Write' means that the user can see ' Inquiries' in the main menu, and can manage Inquiries.
Scheduling Role Privileges Read' means that the user can see the Master Calendar in the menu and view it. 'Write' means they can manage the entries.
HR Role Privileges This relates to associate profiles. 'None' means that the File Manager won't appear, 'Read/Write' means the user can manage it.
Marketing Role Privileges This role allows you access to MailChimp related functions ( see Admin-> MailChimp Commands).

 

The 8 “Manage…” fields

Below are the default assignments for the ‘sub-permissions' when you change the ‘Admin Level’ field

 

  Basic User Team Lead Admin Senior Admin Company Owner
Jobs (& Clients) View* View* Manage Manage Manage
Flat Fees None Manage Manage Manage Manage
Organizations & Contacts View View Manage Manage Manage
File Shares View Manage Manage Manage Manage
Invoices None View Manage Manage Manage
Approve Invoices No Yes Yes Yes
Consignment No None Manage Manage Manage
Inventory No None Manage Manage Manage

* View privileges regarding Jobs and Clients refers to the base profile information, but does still permit adding Tasks, Notes, and Calls to that profile.

QuickBooks Online Admin, QuickBooks Desktop Admin, Google Admin

If your user has 'Company Owner' permission level, then below the rows for the 8 'Manage...' fields you will see a row for QBO Admin, QBD admin, and Google admin permissions.

These settings determine whether the user being edited can use the functions in SMMware for QBO, QBD, and Google.

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