Difference between revisions of "Confidentiality/sv"

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== Confidentiality and authorisation to clients and projects ==
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Manualen beskriver hantering av sekretessbelagda kunder och projekt
  
   
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=== General information on authorisation to projects ===
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=Att behörighetsstyra kunder och projekt=
  
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An employee who is a client manager, project manager or production manager, is a member of the project team, or has authorisation to view all confidential projects, can always view the project. This applies to project queries, reports and invoicing. For time reporting, you can set whether all projects should be displayed or not.
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There are two ways to control authorisation to projects, as described here. One method is to assign authorisation to a client and then use the client to control which staff members are able to view that client and their associated projects. The other method is to set up confidentiality management at company level. Confidentiality management is more complex and offers greater flexibility in controlling which staff members can view all confidential projects, or only certain projects. 
   
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=== Restrict authorisation to a client and its associated projects ===
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En medarbetare som är kundansvarig, projekt- eller produktionsledare, är med i projektets team eller har behörighet att se alla sekretessprojekt, kan alltid se projektet. Det gäller i Kund & projekt, rapporter, projektfrågor och fakturering. För Marathon tid ställs in om alla projekt ska visas eller inte.
  
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Det finns två varianter att behörighetsstyra åtkomsten till projekt. En variant är att man behörighetsbelägger en kund, och på kunden styr vilka medarbetare som ska kunna se kunden med tillhörande projekt. Den andra varianten är att man ställer in sekretesshantering på företaget. Hanteringen är lite mer komplex och här finns större frihet att styra vilka medarbetare som ska se alla sekretessprojekt, eller endast vissa projekt.
  
   
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On the client in Project | Backoffice | Base registers, under the Authorisation tab, you can specify for each client which employees are authorised to view all that client’s projects. Fill in Employee group and/or Working team and/or Employee.
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== Behörighetsbelägga en kund med alla tillhörande projekt ==
  
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På kunden i {{pth|System|Basregister/Pro/Kunder}} under fliken Behörighet styrs per kund vilka medarbetare som ska se en viss kunds alla projekt. Fyll i Medarbetargrupp och/eller Arbetsgrupp och/eller Medarbetare.
  
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{{ExpandImage|BAS-CONF-EN-Bild1.png}}
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För den här behörighetsstyrningen behöver inte företaget ställas in för sekretess. Den här inställningen styrs inte av behörigheten Visa sekretessmärkta projekt under Administration/Behörighet. Däremot styrs om alla ska kunna rapportera tid eller inte. Inställningen heter Rapportera på sekretessprojekt och finns i {{pth|System|Basregister/Pro//Parametrar/Arvode}} under Tidrapportering.
 
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=== Authorisation to all clients ===
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Authorisation to all clients is set in System | Authorisation.
   
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{{ExpandImage|Confidentiality-en-bild1.png}}
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{{ExpandImage|BAS-CONF-EN-Bild2.png}}
 
 
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=== Time reporting on projects with restricted authorisation = ==
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Behörigheten Alla kunder (Allmänt/Basregister/Kunder - Alla kunder) under System/Behörighet gör att alla kunder visas.
 
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The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.
   
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{{ExpandImage|Confidentiality-en-bild2.png}}
 
   
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{{ExpandImage|BAS-CONF-EN-Bild3.png}}
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== Sekretessinställning i projektredovisningen ==
  
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Här beskrivs den lite mer komplexa inställningen av sekretesshantering. Ange Lägsta behörighetsnivå för sekretessprojekt i {{pth|System|Basregister/Pro/Parametrar}} fliken Behörighetsnivåer, där 0 är lägst behörighet och 9 är högst.
  
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=== Confidentiality settings in the project accounting ===
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This section describes the slightly more complex configuration of confidentiality management. To enable this, specify the Lowest authorisation level for confidential projects in Project | Backoffice | Base registers | Parameters, on the Authorisation Levels tab, where 0 is the lowest authorisation level and 9 is the highest.
   
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{{ExpandImage|Confidentiality-en-bild3.png}}
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{{ExpandImage|BAS-CONF-EN-Bild4.png}}
   
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9 means that all employees with authorisation 9 to the PRO subsystem in System | Base registers | Users, the Authorisation Classic, will have access to all confidential clients and projects. Settings for authorisations Classic on the user are rarely used; nowadays the newer authorisation management in System | Authorisation is used. There you can find confidential projects.
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Anges 9 här betyder det att alla medarbetare med behörighet 9 till delsystemet PRO i {{pth|System|Basregister/Allmänt/Användare}} fliken Behörighet Classic kommer åt sekretessbelagda kunder och projekt.
 
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Att ställa in Classicbehörighet på användaren används inte ofta, utan numer används den nyare behörighetsstyrningen under Administration/Behörighet: Här finns Visa sekretessmärkta projekt.
  
   
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{{ExpandImage|Confidentiality-en-bild4.png}}
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{{ExpandImage|BAS-CONF-EN-Bild5.png}}
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== Sekretessbelägga kunder och projekt ==
  
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Kunder med tillhörande projekt sekretessbeläggs i Basregister/Pro/Kunder/Projekt. Öppna kunden och Kryssa för rutan Sekretessbelagt i fliken Parametrar 2. Detta är en synkroniserad uppgift från Kund till projekt.
  
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För att automatiskt sekretessbelägga nya kunder ställs parametern Standardförslag nya kunder Sekretessbelagt in i {{pth|System|Basregister/Pro/Parametrar/Kunder och projekt}}.
  
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Enskilda projekt sekretessbeläggs under Basregister/Pro/Kunder/Projekt. Öppna projektet och Kryssa för rutan Sekretessbelagt i fliken Parametrar 2. Detta är en synkroniserad uppgift, så om det endast är ett projekt som ska vara sekretessbelagt så måste projektet först synkroniseras av. Detta görs också i fliken Parametrar 2, i rutan Synkronisera projekt med kund.
  
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Om ett projekt är sekretessbelagt kan de som har behörighet att se sekretessmärkta projekt, kundansvarig, projekt- och produktionsledare se projektet. Utöver det kan projektets team se projektet.
  
   
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=== Classify clients and projects as confidential ===
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== Team ==
  
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Clients and their projects are classified as confidential in Project | Backoffice | Base registers | Clients and projects. Open the client and check the Confidential checkbox in the Parameters 2 tab. This is a synchronised parameter from client to project.
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Team läggs in på kunden och/eller projektet i Basregister/Pro/Kunder/Projekt under fliken Team. Ange de medarbetare som ska vara behöriga till kunden/projektet. Observera att om teamet läggs in på kunden, så måste det även läggas in på befintliga projekt. Teamet kommer dock automatiskt att läggas in på nya projekt. Projektets team ser alltid ett sekretessbelagt projekt.
  
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To automatically classify new clients as confidential, set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers | Parameters, on the Clients and Projects tab.
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Individual projects are classified under Project | Backoffice | Base registers | Clients and Projects. Open the project and tick the Confidential box in the Parameters 2 tab. This is a synchronised task, so if only one project is to be marked as confidential, the project must first be desynchronised. This is also done in the Parameters 2 tab, in the Synchronise project with client box.
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If a project is classified, those authorised to view confidential projects – the client manager, project manager and production manager – can view the project. In addition, the project team can view the project.
   
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=== Team ===
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== Rapportera tid på sekretessbelagda projekt ==
  
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Teams are added to the client and/or project under the ‘Team’ tab. Specify the employees who are to have access to the client/project. Please note that if the team is added to the client, it must also be added to existing projects. However, the team will automatically be added to new projects. The project team always has access to a confidential project.
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I Basregister/Pro/Parametrar/Arvode under Tidrapportering finns inställningen Rapportera på sekretessprojekt. Här styrs om sekretessprojekt ska vara synliga i tidrapporteringen eller inte.
  
   
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=== Report time on confidential projects ===
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== Sekretessexempel ==
  
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Under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting, there is a setting called Report on confidential projects. This setting determines whether confidential projects should be visible in time reporting or not.
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Nedan följer olika sekretessexempel och hur de ska ställas in.
  
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=== Exempel 1 ===
  
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{{ExpandImage|BAS-CONF-EN-Bild6.png}}
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Endast medarbetaren MEDA ska vara behörig till ett projekt som ingen annan får se. I övrigt ska MEDA se alla projekt.
  
   
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=== Examples ===
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Inställning:
  
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Below are some examples of confidentiality settings and how to configure them.
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Sekretessbelägg projektet som MEDA ska se, och lägg in MEDA i teamet.
 
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Ställ In Rapportera på sekretessprojekt i Basregister/Pro/Parametrar/Arvode under Tidrapportering.
  
   
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'''Example 1'''
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=== Exempel 2 ===
  
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Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects.
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Medarbetaren MEDA ska endast vara behörig till ett projekt och inga andra projekt. Alla andra medarbetare ska vara behöriga till alla projekt.
  
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Settings
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Inställning:
  
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Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.
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Sekretessbelägg alla kunder och projekt utom det MEDA ska se.
 
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Alla andra medarbetare än MEDA ska få behörighet till sekretessprojekt genom att de får behörighet Visa sekretessmärkta projekt under Administration/Behörighet.
 
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Ställ in parametern Standardförslag nya kunder Sekretessbelagt i Basregister/Pro/Parametrar/Kunder och projekt.
 
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Ställ In Rapportera på sekretessprojekt i Basregister/Pro/Parametrar/Arvode under Tidrapportering
  
   
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'''Example 2'''
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=== Exempel 3 ===
  
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The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects.
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Endast medarbetaren MEDA ska vara behörig till ett projekt, och bara detta. Inga andra medarbetare får se projektet, men däremot får de se alla andra projekt.
  
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Setting
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Inställning:
  
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Classify all clients and projects as confidential, except the one that MEDA shall have access to.
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Sekretessbelägg alla kunder och projekt
 
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give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects.
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MEDA skrivs in på Team på projektet, de övriga medarbetarna som Team på övriga projekt.
  
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Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
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Ställ in parametern Standardförslag nya kunder Sekretessbelagt i Basregister/Pro/Parametrar/Kunder och projekt.
 
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Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
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Ställ In Rapportera på sekretessprojekt i Basregister/Pro/Parametrar/Arvode under Tidrapportering
  
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'''Example 3'''
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Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects.
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Setting
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Classify all clients and projects as confidential
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MEDA is added in the Team on the project; the other employees are added in Team for all other projects.
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Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects.
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Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.
   
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[[Category: Projects]]
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[[Category:BAS-CONF-EN]]
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[[Category: PRO-CON-SV]]
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[[Category:Projects]]
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[[Category:Manuals]]

Revision as of 09:06, 13 October 2026

Confidentiality and authorisation to clients and projects

General information on authorisation to projects

An employee who is a client manager, project manager or production manager, is a member of the project team, or has authorisation to view all confidential projects, can always view the project. This applies to project queries, reports and invoicing. For time reporting, you can set whether all projects should be displayed or not. There are two ways to control authorisation to projects, as described here. One method is to assign authorisation to a client and then use the client to control which staff members are able to view that client and their associated projects. The other method is to set up confidentiality management at company level. Confidentiality management is more complex and offers greater flexibility in controlling which staff members can view all confidential projects, or only certain projects. 

Restrict authorisation to a client and its associated projects

On the client in Project | Backoffice | Base registers, under the Authorisation tab, you can specify for each client which employees are authorised to view all that client’s projects. Fill in Employee group and/or Working team and/or Employee.

Authorisation to all clients

Authorisation to all clients is set in System | Authorisation.

= Time reporting on projects with restricted authorisation =

The option to allow everyone to report time on all projects is controlled by the Report on confidential projects setting, which is in Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time reporting.


Confidentiality settings in the project accounting

This section describes the slightly more complex configuration of confidentiality management. To enable this, specify the Lowest authorisation level for confidential projects in Project | Backoffice | Base registers | Parameters, on the Authorisation Levels tab, where 0 is the lowest authorisation level and 9 is the highest.

9 means that all employees with authorisation 9 to the PRO subsystem in System | Base registers | Users, the Authorisation Classic, will have access to all confidential clients and projects. Settings for authorisations Classic on the user are rarely used; nowadays the newer authorisation management in System | Authorisation is used. There you can find confidential projects.

Classify clients and projects as confidential

Clients and their projects are classified as confidential in Project | Backoffice | Base registers | Clients and projects. Open the client and check the Confidential checkbox in the Parameters 2 tab. This is a synchronised parameter from client to project. To automatically classify new clients as confidential, set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers | Parameters, on the Clients and Projects tab. Individual projects are classified under Project | Backoffice | Base registers | Clients and Projects. Open the project and tick the Confidential box in the Parameters 2 tab. This is a synchronised task, so if only one project is to be marked as confidential, the project must first be desynchronised. This is also done in the Parameters 2 tab, in the Synchronise project with client box. If a project is classified, those authorised to view confidential projects – the client manager, project manager and production manager – can view the project. In addition, the project team can view the project.

Team

Teams are added to the client and/or project under the ‘Team’ tab. Specify the employees who are to have access to the client/project. Please note that if the team is added to the client, it must also be added to existing projects. However, the team will automatically be added to new projects. The project team always has access to a confidential project.

Report time on confidential projects

Under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting, there is a setting called Report on confidential projects. This setting determines whether confidential projects should be visible in time reporting or not.

Examples

Below are some examples of confidentiality settings and how to configure them.

Example 1 Only employee MEDA shall have access to a project that no one else is permitted to view. Otherwise, MEDA shall be able to view all projects. Settings Set the project that MEDA is to view as confidential and add MEDA to the team. Activate Report on confidential projects under Project | Backoffice | Base registers | Parameters, on the Fees tab under the heading Time Reporting.

Example 2 The employee MEDA shall only have access to one project, no other projects. All other employees shall have access to all projects. Setting Classify all clients and projects as confidential, except the one that MEDA shall have access to. give all other employees except MEDA authorisation to confidential projects in System | Authorisation, Show confidential projects. Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects. Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting. Example 3 Only employee MEDA shall have access to a project and only that one. No other employees are to see the project, but they shall have access to all other projects. Setting Classify all clients and projects as confidential MEDA is added in the Team on the project; the other employees are added in Team for all other projects. Set the parameter Standard suggestion new clients: Confidential in Project | Backoffice | Base registers Clients and projects. Set the parameter Report on confidential projects in Project | Backoffice | Base registers | Parameters, the Fees tab, under the heading Time reporting.

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