Roles & visibility
Whether you can see a screen depends on two independent things, which are easily confused:
| Role | License (module) | |
|---|---|---|
| Determines | what you personally may do | what your company has bought |
| Examples | Admin, Verwaltung | Auftragszeiterfassung, Schichtplanung |
| Applies to | individual users | all users of the Mandant |
A missing menu entry can therefore mean two things: you are not allowed — or nobody in the company has the module.
The roles in the Verwaltung area
Section titled “The roles in the Verwaltung area”| Role | Meaning |
|---|---|
Admin | Sees and may do everything: all departments, all employees, all screens. |
Verwaltung | Sees only the departments you lead. Intended for team leads. |
Web Client | The recording page for employees. No administrative access. |
Approving is a special rule
Section titled “Approving is a special rule”Whether someone is a lead is recorded under Stammdaten → Personal → Abteilungen, in the assignment of the employees.
The modules
Section titled “The modules”| Module | Without the module you lose |
|---|---|
| Auftragszeiterfassung | Auftragszeiten and Auftragsauswertung, and the order timeline in the Tagesauswertung. |
| Schichtplanung | Schichtplanung. |
When a menu entry is missing
Section titled “When a menu entry is missing”Work through the possibilities in this order:
- Is it a module? Auftragszeiten and Schichtplanung require a license. Your administrators can check under Administration → System → Lizenzen.
- Is it your role? The entire Stammdaten area is reserved for
Admin. - Are you a lead? For approving requests it is the department lead that is decisive, not the role.
Screenshots are taken from a test tenant and show sample data. Your interface may differ depending on role, licence and configuration.