Roles and Permissions

VOGSY uses the concept of roles to describe different sets of permissions that authorize users to perform certain actions and tasks. Roles give the support staff the ability to control what employees can and cannot do within VOGSY.

Roles

Each employee in VOGSY has at least one role. Depending on your role, you are restricted to edit information in VOGSY. Employee roles can be edited in the back office. This allows you to manage editing and approval rights of information in VOGSY. In order to promote transparency, employees are not restricted from viewing information in VOGSY.

VOGSY distinguishes the following five roles for employees:

  • Professional

    Those with the Professional role are responsible for performing work that is directly billed to the customer. They cannot create projects and they can only edit an opportunity or project if they are part of the project team. They have no access to the back office. Consultants, developers, and engineers should be assigned this role.

  • Account Manager

    Those with the Account Manager role are responsible for getting customers. They can create and edit opportunities and they can create projects. They can generate and approve quotes. They can only edit projects if they are part of the project team. They have no access to the back office. Account managers and sales staff should be assigned this role.

  • Project Manager

    Those with the Projects Manager role are responsible for setting up, staffing, and completing projects. They can edit and create projects, and they can approve draft invoices, purchase invoices, and working hours. Project managers, production staff, and account managers should be assigned this role.

  • Manager

    Those with the Manager role are responsible for running your company. They can view and edit all organizations, opportunities, and projects. Managers, directors, and those with C-level job titles should be assigned this role.

  • Support staff

    Those with the Support staff role perform administrative tasks in the back office of your company. Therefore they have full editing and back office permissions. They also manage VOGSY itself and VOGSY users. They cannot approve quotes, invoices, or working hours. Finance staff, Controllers, and Bookkeepers should be assigned this role.

Permissions

Now that you have an understanding of the different roles in VOGSY, you might want to know what permissions are assigned to each role. This section should answer that question.

Team dependency

The create, read, update, and delete (CRUD) permissions for organizations, persons, opportunities, and projects depend upon two elements:

  • The assigned role(s) of the employee.

  • If the employee is a team member of the organization, opportunity or project affected by the CRUD operation.

The employee must satisfy both requirements to be able to perform the CRUD operation. For example, if she has the Account Manager role but is not a team member of 'Project A', then she cannot delete 'Project A' from VOGSY.

Project permissions

Role Create Read (View) Update Delete

Professional

close thick

check bold

account multiple

close thick

Contractor

close thick

check bold

account multiple

close thick

Account Manager

check bold

check bold

account multiple

account multiple

Project Manager

check bold

check bold

check bold

account multiple

Manager

check bold

check bold

account multiple

account multiple

Support Staff

check bold

check bold

check bold

account multiple

The account multiple icon means the employee must be a team member of the affected project in order to perform the CRUD operation.

Opportunity permissions

Role Create Read (View) Update Delete

Professional

close thick

check bold

account multiple

account multiple

Contractor

check bold

check bold

account multiple

account multiple

Account Manager

check bold

check bold

check bold

account multiple

Project Manager

check bold

check bold

account multiple

account multiple

Manager

check bold

check bold

account multiple

account multiple

Support Staff

check bold

check bold

check bold

account multiple

The account multiple icon means the employee must be a team member of the affected opportunity in order to perform the CRUD operation.

Quote permissions

Role Create Read (View) Update Approve

Professional

close thick

check bold

account multiple

close thick

Contractor

close thick

check bold

account multiple

close thick

Account Manager

check bold

check bold

check bold

check bold [1]

Project Manager

check bold

check bold

check bold

check bold [1]

Manager

check bold

check bold

check bold

check bold [1]

Support Staff

check bold

check bold

check bold

close thick

The account multiple icon means the employee must be a team member of the associated opportunity in order to perform the CRUD operation on the quote. NOTE:

Invoice permissions

Role Create Read (View) Update Approve

Professional

close thick

check bold

close thick

close thick

Contractor

close thick

check bold

close thick

close thick

Account Manager

check bold

check bold

close thick

close thick

Project Manager

check bold

check bold

check bold

check bold

Manager

check bold

check bold

close thick

close thick

Support Staff

check bold

check bold

check bold

close thick

Back Office permissions

Role Create Read (View) Update Delete

Professional

close thick

close thick

close thick

close thick

Contractor

close thick

close thick

close thick

close thick

Account Manager

close thick

close thick

close thick

close thick

Project Manager

close thick

close thick

close thick

close thick

Manager

close thick

close thick

close thick

close thick

Support Staff

check bold

check bold

check bold

check bold

Timesheet permissions

Role Create Read (View) Update Approve

Professional

check bold

check bold

check bold

close thick

Contractor

check bold

check bold

check bold

close thick

Account Manager

check bold

check bold

check bold

close thick

Project Manager

check bold

check bold

check bold

check bold

Manager

check bold

check bold

check bold

close thick

Support Staff

check bold

check bold

check bold

close thick

Customer/Supplier permissions

Role Create Read (View) Update Delete

Professional

check bold

check bold

account multiple

account multiple

Contractor

check bold

check bold

account multiple

account multiple

Account Manager

check bold

check bold

account multiple

account multiple

Project Manager

check bold

check bold

account multiple

account multiple

Manager

check bold

check bold

account multiple

account multiple

Support Staff

check bold

check bold

check bold

check bold

The account multiple icon means the employee must be a team member of the affected customer or supplier in order to perform the CRUD operation.

1. Can only approve quotes that were created by others. Cannot approve their own quotes.