Confidentiality - Revision history

TR at 13:46, 30 March 2026

2026-03-30T13:46:24Z

TR: Marked this version for translation

2023-08-30T13:52:19Z

Marked this version for translation

TR at 13:52, 30 August 2023

2023-08-30T13:52:12Z

TR at 14:32, 7 March 2022

2022-03-07T14:32:06Z

TR: Marked this version for translation

2019-11-04T15:11:37Z

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TR: Created page with " =Authorisation management on clients and projects= An employee that is client-, project- or product manager, belongs to the project team or is authorised to confi..."

2019-11-04T15:10:45Z

Created page with "<translate> =Authorisation management on clients and projects= An employee that is client-, project- or product manager, belongs to the project team or is authorised to confi..."

New page

<translate>
=Authorisation management on clients and projects=

An employee that is client-, project- or product manager, belongs to the project team or is authorised to confidential projects can always see the project. They can see it in Client & project, Reports, Project queries and in Invoicing. Regarding time reporting, there is a setting whether to show all projects or not.
There are two ways to set authorisation to projects. One is to set an authorisation level on a client and on the client decide which employees that shall have authorisation to it and its projects. The other one is to use confidentiality settings at your company. That is bit more complex than the first one, but it allows freer handling of secrecy and assigning it to certain employees and delimits it to only certain confidential projects.

== To set authorisation to a client an all its projects ==
On the client in {{pth|System|Base registers/PRO/Clients}}, tab Authorisation, you can decide which employees shall have access to a certain client’s projects. Fill in Employee group and/or Working team and/or Employee. This setting controls time reporting. The setting is called ”Show confidential projects” and is in {{pth|System|Base registers/PRO/Parameters/Fees}} – Time reporting. This solution does not need confidentiality settings for the company hence It is not ruled by the authorisation level: Show confidential projects in {{pth|System|Authorisation}}.

{{ExpandImage|Confidentiality-en-bild1.png}}

The authorisation level ”All clients” (General/Base registers/Clients- All clients) in {{pth|System|Authorisation}} gives the user access to all clients.

{{ExpandImage|Confidentiality-en-bild2.png}}

== Confidentiality settings in the project accounting ==
This is the more complex setting for secrecy handling. State lowest authorisation level for confidential projects in {{pth|System|Base registers/PRO/Parameters}}, tab Authorisation levels. Zero is the lowest level, nine the highest.

{{ExpandImage|Confidentiality-en-bild3.png}}

Nine means that all employee with authorisation level nine (9) to the project accounting have access to confidential clients and projects. The level is stated in {{pth|System|Base registers/General/Users}} tab Authorisation Classic.
Setting authorisation to Classic on users is no longer common; use rather the authorisation handling in {{pth|System|Authorisation}}, where you find the level Show confidential projects.

{{ExpandImage|Confidentiality-en-bild4.png}}

== Classify clients and projects ==
Clients and their projects are classified in {{pth|System|Base register/PRO/Clients/Projects}}. Open the client record and check the box {{btn|Confidential}}. This information will synchronise with the client’s projects.
There is a parameter that automatically classifies new clients: Standard suggestion new clients Confidential in {{pth|System|Base register/PRO/Parameters/Clients and projects}}.
Classify single projects in {{pth|System|Base register/PRO/Clients/Projects}}. Open the project and check the box Confidential in the tab Parameters 2. This is a synchronised field; if only this project shall be classified, you must desynchronise the project by checking off the field Synchronise project with client in the same tab (Parameters 2).
Users with authorisation to confidential projects have access to the classified project as well as the project’s client-, project and product managers and its team.

== Team ==
You can create a team on the client and/or the project in the tab Team. Select which employees that shall have access to the client/project. Note, that if you create the team on a client, you will also have to add it to all its existing projects. New projects get the team automatically. The team of a project always sees a confidential project.

== Report time on confidential projects ==
The setting for time reporting is in {{pth|System|Base register/PRO/Parameters/Fees}}, under Time reporting. This parameter controls if confidential projects shall be visible in the time reporting or not.

== Examples ==
Below are some examples of different settings for confidentiality.
=== Example ===1
Only employee MEDA shall have access to a project that no one else shall see. Additionally, MEDA shall see all other projects
Setting:
Classify the project that MEDA shall see and add MEDA to its team.
Check Report on confidential projects in {{pth|System|Base register/PRO/Parameters/Fees}} – Time reporting.

=== Example 2 ===
Employee MEDA shall have access to one project only. All other employees shall have access to all projects.
Setting:
Classify all clients and projects except the one MEDA shall have access to.
All other employees than MEDA shall have access to confidential projects. This is done in the authorisation register in {{pth|System|Authorisation}} on the level Show confidential projects.
Activate the parameter Standard suggestion new clients Confidential in {{pth|System|Base register/PRO/Parameters/Clients and projects}}.
Check Report on confidential projects in {{pth|System|Base register/PRO/Parameters/Fees}} – Time reporting.

=== Example 3 ===
Only employee MEDA shall have access to a project, and no access to any other projects. No other employees can see the project, whereas they can see all other projects.
Setting:
Classify all clients and projects
Add MEDA as Team on the project and all other employees as team on all other projects.
Activate the parameter Standard suggestion new clients Confidential in {{pth|System|Base register/PRO/Parameters/Clients and projects}}.
Check Report on confidential projects in {{pth|System|Base register/PRO/Parameters/Fees}} – Time reporting.

[[Category: Manuals]]
[[Category: Projects]]
[[Category: PRO-CON-EN}}

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-=Authorisation management on clients and projects=
+=Authorisation management on clients and projects= <!--T:1-->
 An employee that is client-, project- or product manager, belongs to the project team or is authorised to confidential projects can always see the project. They can see it in Client & project, Reports, Project queries and in Invoicing. Regarding time reporting, there is a setting whether to show all projects or not.
 There are two ways to set authorisation to projects. One is to set an authorisation level on a client and on the client decide which employees that shall have authorisation to it and its projects. The other one is to use confidentiality settings at your company. That is bit more complex than the first one, but it allows freer handling of secrecy and assigning it to certain employees and delimits it to only certain confidential projects.
-== To set authorisation to a client an all its projects ==
+== To set authorisation to a client an all its projects == <!--T:3-->
 On the client in {{pth|System|Base registers/PRO/Clients}}, tab Authorisation, you can decide which employees shall have access to a certain client’s projects. Fill in Employee group and/or Working team and/or Employee. This setting controls time reporting. The setting is called ”Show confidential projects” and is in {{pth|System|Base registers/PRO/Parameters/Fees}} – Time reporting. This solution does not need confidentiality settings for the company hence It is not ruled by the authorisation level: Show confidential projects in {{pth|System|Authorisation}}.
 {{ExpandImage|Confidentiality-en-bild1.png}}
 The authorisation level ”All clients” (General/Base registers/Clients- All clients) in {{pth|System|Authorisation}} gives the user access to all clients.
 {{ExpandImage|Confidentiality-en-bild2.png}}
-== Confidentiality settings in the project accounting ==
+== Confidentiality settings in the project accounting == <!--T:6-->
 This is the more complex setting for secrecy handling. State lowest authorisation level for confidential projects in {{pth|System|Base registers/PRO/Parameters}}, tab Authorisation levels. Zero is the lowest level, nine the highest.
 {{ExpandImage|Confidentiality-en-bild3.png}}
 Nine means that all employee with authorisation level nine (9) to the project accounting have access to confidential clients and projects. The level is stated in {{pth|System|Base registers/General/Users}} tab Authorisation Classic.
 Setting authorisation to Classic on users is no longer common; use rather the authorisation handling in {{pth|System|Authorisation}}, where you find the level Show confidential projects.
@@ Line 24: / Line 29: @@
 {{ExpandImage|Confidentiality-en-bild4.png}}
-== Classify clients and projects ==
+== Classify clients and projects == <!--T:9-->
 Clients and their projects are classified in {{pth|System|Base register/PRO/Clients/Projects}}. Open the client record and check the box {{btn|Confidential}}. This information will synchronise with the client’s projects.
 There is a parameter that automatically classifies new clients: Standard suggestion new clients Confidential in {{pth|System|Base register/PRO/Parameters/Clients and projects}}.
@@ Line 30: / Line 35: @@
 Users with authorisation to confidential projects have access to the classified project as well as the project’s client-, project and product managers and its team.
-== Team ==
+== Team == <!--T:10-->
 You can create a team on the client and/or the project in the tab Team. Select which employees that shall have access to the client/project. Note, that if you create the team on a client, you will also have to add it to all its existing projects. New projects get the team automatically. The team of a project always sees a confidential project.
-== Report time on confidential projects ==
+== Report time on confidential projects == <!--T:11-->
 The setting for time reporting is in {{pth|System|Base register/PRO/Parameters/Fees}}, under Time reporting. This parameter controls if confidential projects shall be visible in the time reporting or not.
-== Examples ==
+== Examples == <!--T:12-->
 Below are some examples of different settings for confidentiality.
 === Example ===1
@@ Line 44: / Line 49: @@
 Check Report on confidential projects in {{pth|System|Base register/PRO/Parameters/Fees}} – Time reporting.
-=== Example 2 ===
+=== Example 2 === <!--T:13-->
 Employee MEDA shall have access to one project only. All other employees shall have access to all projects.
 Setting:
@@ Line 52: / Line 57: @@
 Check Report on confidential projects in {{pth|System|Base register/PRO/Parameters/Fees}} – Time reporting.
-=== Example 3 ===
+=== Example 3 === <!--T:14-->
 Only employee MEDA shall have access to a project, and no access to any other projects. No other employees can see the project, whereas they can see all other projects.
 Setting:
@@ Line 60: / Line 65: @@
 Check Report on confidential projects in {{pth|System|Base register/PRO/Parameters/Fees}} – Time reporting.
 [[Category: Manuals]]
 [[Category: Projects]]