What does a user see with the collaborator Subscription ?
Modules accessible by the Collaborator Subscription
- Portfolios
- Suppliers
The Finance and Management modules are not accessible.
The cross-functional Documents and Tasks modules are always accessible.
Scope
The scope cannot be configured for a Collaborator subscription user.Their visibility perimeter will depend on their assignment to objects (Projects, Activities, Tasks).
He will see the entire supplier repository if he has access to the module and the projects and activities to which he is assigned as a team member.
Welcome screen of a collaborator subscription user
(1) Functional modules accessible according to user settings
(2) Accessible cross-functional modules(3) Quick access
(4) Projects and activities to which the user is assigned + quick access shortcut
(5) Timesheets to be entered by the collaborator (if activated)
(6) Tasks to be handled by the user (for which he is responsible)
(7) Tasks followed by the user (tasks on which he is the requester or observer)
Portfolios Module
Access details
In the Portfolios module, the collaborator has access to the projects and activities to which he is assigned (ie in the Team).
For each project/activity, he will have access to the following elements:
Write access
|
Read Access
|
No access | |
Definition | REQUIREMENTS AND VALUE BROUGHT --> Interesting for the project
owners who are delegated the task of entering the needs and added value of
their project request. | IDENTIFICATION OF THE PROJECT, Team, Offered solution | |
Management | Planning, Progress, Risks, Overall budget MD (Initial / Forecast), Budget MD by fiscal year expenditure category | Budget in €, Overall Budget (sub-budgets), Detailed Budget (budget lines), Orders, Consumed Workload, Collaborators Allocation | |
Follow up | Flash reports | Budget € on Flash Report | |
Documents | Project documents such as Report, Document or Presentation | Documents such as Purchase Order, Contract, Quotation, Invoice | |
Tasks | Project tasks on which he is requester, responsible or observer and the possibility of updating them according to the access rights on the tasks |
Collaborator profile screens - Portfolios
Suppliers Module
Access details
Collaborator who have access to the Suppliers module have access to the entire supplier repository according to the following conditions:
Write access | Read-only access | No access | |
Suppliers | · Supplier list and file (Identification, Contact details, Services offered, Support, Payment methods, Rating, Interlocutors, Resources), Budget MD | · Budget by supplier, Top 10, Share of overall budget, Budget evolution · Contracts and deadlines (number, list, amount, etc.) · Documents | |
Tasks | · According to access rights on tasks |
Collaborator profile screens - Suppliers
Access rights of a collaborator on tasks
The collaborator has read access to all the information of the tasks for which he is Responsible, Requester or Follower.
Depending on his role, he also has written access to the following elements:
- Requester : All fields, Deletion
- Responsible : Assigned to, Reviewed due date, Status, Details, Follower, Comment, Add a New Association
- Follower: Follower, Comment
Requester | Responsaible | Follower |
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