Roles and Permissions

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.

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.

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

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

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.