Difference between revisions of "Authorisation"

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= Authorisation= <!--T:16-->
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In this program you can define authorisation groups and the different authorisation levels for access to functions in Marathon
  
   
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== Authorisation == <!--T:2-->
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Authorisation groups are set up with authorisations per function. Users are then linked to authorisation groups, either general or per company.
   
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== Authorisation groups== <!--T:18-->
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Register the authorisation groups in System | Authorisation, Authorisation group tab.
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Authorisation in Marathon can be set on functionality level and on user level.
  
   
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The setup consists of different authorisation groups that can be set with several authorisations per function. The users are then connected to authorisation groups; either a general one or per company.
  
   
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== Authorisation groups == <!--T:5-->
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An amount limit for purchase orders, final approvals, insertions and vouchers can be set for the authorisation group.
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For '''purchase orders''', this means that only PO: s with a maximum of the specified amount can be saved.
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For '''final approval''', the upper limit for what can be approved is specified. It is possible to approve part of the invoice amount if the invoice value exceeds the limit.
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For '''insertions''', only insertions with a maximum of the specified amount can be saved.
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For '''vouchers''', vouchers that exceed the amount cannot be approved.
   
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== Authorisation settings == <!--T:21-->
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Authorisation settings are set in System | Authorisation, Authorisation tab. Choose between authorisation levels: None, Read and Write. The Read authorisation does not grant any permissions if it is a function that is write-only.
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Register authorisation groups in System: Authorisation groups.
  
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It is possible to create a group with only one person, if a certain authorisation concerns only one. You can also set a limit to a group concerning monetary amounts on purchase orders, final approval and/or insertions. For purchase orders, this means that the employee only can save purchase orders up to the stated amount. For final approval, the limit means the highest amount that the employee can approve. It is possible to make a partial approval in case the total amount of the invoice exceeds the limit. Concerning insertions, the employee can only save insertions up to the stated amount.
  
   
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== Distribution of authorisations == <!--T:7-->
  
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If the authorisation is set on a subsystem level, the authorisation will be valid for the complete subsystem. Click on the blue plus sign to deepen and specify authorisation for de different functions.
   
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The distribution of authorisations is done in System: Authorisation. There are three different authorisation levels; reading rights, writing rights and none. Reading rights is to a certain extent restricted.
  
   
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==Connect user and authorisation group== <!--T:24-->
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In System | Base registers | Users, under the Authorisation tab, you can connect a user to a General authorisation group or authorisation group Per company, if the authorisation shall vary between companies.
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Click on the blue symbol on the left of the subsystems in order to expand the list and deepen into functionalities. If authorisation is set on subsystem level, it will be valid for all the functionalities in that subsystem.
  
   
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== Connect user and authorisation group == <!--T:11-->
  
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[[Category:General]]
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[[Category:Manuals]]
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In System: Base register/General/User, under the tab Authorisation, it is possible to add a user to either a general authorisation group or to authorisation groups per company.
  
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[[Category:ALM-BEH-EN]] [[Category:Manuals]] [[Category:System]] [[Category:System/Authorisation]]
  
 
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Latest revision as of 10:12, 21 January 2026

Authorisation

Authorisation groups are set up with authorisations per function. Users are then linked to authorisation groups, either general or per company.

Authorisation groups

Register the authorisation groups in System | Authorisation, Authorisation group tab.

An amount limit for purchase orders, final approvals, insertions and vouchers can be set for the authorisation group. For purchase orders, this means that only PO: s with a maximum of the specified amount can be saved. For final approval, the upper limit for what can be approved is specified. It is possible to approve part of the invoice amount if the invoice value exceeds the limit. For insertions, only insertions with a maximum of the specified amount can be saved. For vouchers, vouchers that exceed the amount cannot be approved.

Authorisation settings

Authorisation settings are set in System | Authorisation, Authorisation tab. Choose between authorisation levels: None, Read and Write. The Read authorisation does not grant any permissions if it is a function that is write-only.

If the authorisation is set on a subsystem level, the authorisation will be valid for the complete subsystem. Click on the blue plus sign to deepen and specify authorisation for de different functions.

Connect user and authorisation group

In System | Base registers | Users, under the Authorisation tab, you can connect a user to a General authorisation group or authorisation group Per company, if the authorisation shall vary between companies.

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