User Permissions

Modified on Thu, 19 Sep, 2024 at 10:03 AM

Access Code	Description
Accounts Transactions
/accountsTransaction	Allows display and saving of accounts transactions
/accountsTransactionReset	Allows reset of accounts transactions prepared status
/allowEditingAllInvoices	Allows user to edit all invoices (including Exported).
/allowEditingPreparedInvoices	Allows user to edit Prepared invoices
/allowRevertAccTransFromBillApproval	Allows user to revert an accounts transaction type after an invoice number has been issued
/createInterimDeposits	Allows user to create an interim deposit
/createInterimTransaction	Allows user to create 'interim' accounts transactions.
/createInvoiceReversal	Allows user to create an invoice reversal
/editAccountsTransactionAltCurrency	Allows user to edit an accounts transaction currency
/editSavedInvoice	Allows user to edit an invoice which has been saved
/resetAccountsTransaction	Allows user to change the accounts transaction type
/savePaymentReceived	Allows saving of the Payment Received check box.
Admin
/adminDates	Allows user access to lock entities in iCFM (date based locking)
/customReports	Displays any custom report options in the main menu
/editAllocationRates	Allows user access to the Project Type Editor (Admin Options)
/editQuoteTemplates	Allows user access to the quote template manager
/editViews	Allows user access to view editor
/managementReports	Allows user access to Management Reports
/saveUserInformation	Allows user to save User Information
/showComboOptions	Allows user access to drop down list editor (Combo Box Options)
/showUserInformation	Allows user access to the User Information page
/showUserList	Allows user access to the User List page
/toggleHiddenRatecardServices	Allows user access to the ratecard status toggler utility
/superUser	Full access user
API Only
/readEventQueue	Read access to the EventQueue endpoint.
/writeEventQueue	Write access to the EventQueue endpoint.
Billing
/actualsCollection	Displays details on the Actuals Collection page
/applyNoChargeWithReason	Force user to enter a reason when no charging a job or costing row
/costJob	Allows user to alter costings on a job. Also displays dashboard tabs: 'MCS' & 'MCS (Prepared) if Costing Sheets are enabled
/displayFinance	Show certain financial figures on search grids and general access to financial data
/showServiceCosts	Allows user to view Service Cost data
/showStaffCosts	Allows user to view Staff Cost data
/staffCosts	Displays Staff Costs on Job List report
/viewBilling	Allows user to view billings (on job and project), but not edit. (Not required if \/costjob is also present which allows viewing and editing)
/showSkillDetails	Allows user to view and edit detailed Staff skill data
Company
/saveCompany	Allows user to save company information
/showCompany	Allows user access to Company information
/showCompanyAccountInfo	Allows user access to Company Account information
/showcompanysearch	Allows user access to the Company search page
/saveContact	Allows user to Save a new company contact
/showContact	Allows user access to company contacts
/showcontactsearch	Allows user access to the Contact search page
Costing Sheets
/revertCostingSheetStatus	Allows user to revert a costing sheets status
/saveCostingSheet	Allows user to save a Costing Sheet, (MCS)
/showCostingSheetSearch	Allows user access to the costing sheet search page
Dashboard
/dashAllQuotes	Allows user access to the All Quotes tab.
/dashAllSundry	Displays Data on 'All Misc Costs' tab
/dashArtistHours	Displays Tab: 'Artist Hours'
/dashAutomaticProjectsInvoicing	Displays Tab: 'TBC Invoices'
/dashBadBoys	Displays Tab: 'Bad Boys'
/dashBidToBill	Displays Tab: 'Bid To Bill'
/dashCategoryServices	Displays Tab: 'Category Services'
/dashCompletedJobs	Displays Tab : 'Completed Jobs'
/dashConfirmedQuotes	Allows user access to the Confirmed Quotes tab.
/dashDepotPandL	Displays Tab : 'Depot P & L'
/dashDmgTab	Allows user access to view DMG data.
/dashIncompleteJobs	Displays Data on 'To Do List'
/dashInvoiceRevenueAllocation	Displays Tab: 'Invoice Allocation'
/dashInvoicesReadyForExport	Displays Tabs: 'Export' and 'Deposits'
/dashLivepandL	Displays Tab: 'Live P & L' (Profit & Loss)
/dashMcsPreparedTab	Allows user access to the Prepared MCS tab.
/dashMcsTab	Allows user access to the MCS tab.
/dashMismatchedInvoices	Displays Tab: 'Mismatched Invoices'
/dashMismatchedProjects	Displays Tab: 'Mismatched Projects'
/dashMyFutureJobs	Displays Tab: 'My Future Jobs'
/dashMyJobs	Displays Data on 'My Jobs' Tab
/dashMyProjects	Displays Tab: 'My Projects'
/dashMyQuotes	Displays Tab: 'My Quotes'
dashMySundry	Displays Tab: 'My Misc Costs'
/dashMyThings	Displays Tab: 'My Things'
/dashOldPencilJobs	No Longer in use
/dashOverbookedProjects	Allows user access to the Overbooked Project tab.
/dashPencilReport	Displays Tab: 'Pencil Report'
/dashPitches	Displays Tab: 'Pitches' (Bids)
/dashProducerQuotes	Displays Tab: 'Producer Quotes'
/dashProjectProgress	Allows user access to the Project Progress tab.
/dashProjectRevenueAllocation	Displays Tab: 'Revenue Allocation'
/dashProjectStatus	Displays the dashboard Project Status report
/dashPurchaseOrdersAwaitingAuthorisation	Displays Tab: 'Purchase'
/dashPurchaseTab	Allows user access to the Purchase tab.
/dashQuoteCancelled	Displays Tab: 'Cancelled Quotes'
/dashQuoteOverBooked	Displays Tab: 'Overbooked Projects'
/dashQuoteProgress	Displays Tab: 'Quote Progress'
/dashQuoteWIPInfo	Displays Tab: 'Quote WIP Info'
/dashRevenueForecast	Displays Tab: 'Revenue Forecast' and 'Revenue Forecast 2'
/dashRevenueToBill	Displays Tab: 'Revenue To Bill'
/dashNonCostedJobsByProject	Displays Tab: 'Non-Costed Jobs'
/dashScheduleReports	Displays the schedule reports tab
/dashScheduleSeats	Displays Tab: 'Schedule Seats'
/dashShowLiveProjects	Displays Tab: 'LIVE PROJECTS'
/dashShowProjectSummary	Displays Tab: 'Overdue Projects'
/dashShowTraffic	Displays Despatch detail on the 'Traffic' tab
/dashSummary	Displays Summary section on the 'Home' tab
/dashSumQuotes	Displays Tab: 'All Bids'
/dashSundryToApprove	Displays Tab: 'My Misc Costs'
/dashTodayConfirmedJobs	Displays Tab: 'Today Confirmed Jobs'
/dashToDoList	Allows user access to the To Do List tab.
/dashTraffic	Allows user access to the Traffic tab.
/dashUtilisation	Displays Tab: 'Utilisation'
/dashWIPInfo	Displays Tab: 'Quote WIP Info'
/hideCompletedJobsOnDashboard	Excludes Completed jobs on the 'Home' tab
/searchQuote	Displays Tab: 'My Quotes', 'All Quotes' and 'Confirmed Quotes'
/showCompletedProjectsInDashboard	Shows 'Completed' Projects on the 'My Projects' tab
/showDashLeads	Displays Tab: 'Leads'
/showDashPitchExpenses	Displays Tab: 'Pitch Expenses'
/showDashPlayoutReport	Displays the dashboard Playout Report
/showDashProducerManagement	Displays Tab: 'Producer Management'
/showExecutiveDash	Displays Tab: 'Executive'
/showFinance	Displays financial data on various reports
/showJobSearch	Displays Tab: 'To Do List' & 'My Jobs'
/showMyJobs	Shows jobs where the logged in user is the job Our Contact
/showPurchaseOrderSearch	Displays Tab: 'Purchase'
/showSundry	Displays Tab: 'My Sundries' & 'All Sundries'
/dashProjectHealthCheck	Displays Tab: 'Project Health'
/showDashActualsReport	Displays Actuals 3 Report on Dashboard
/showDashUnderQuotedServicesReport	Displays the underquoted services report on Dashboard
/dashProjectProfitAndLossReport	Displays Project Profit and Loss on Dashboard
/dashProjectRevenueByCategory	Displays Project Revenue By Category
Despatch / Shipping
/applyDespatchNoChargeWithReason	Allows a user to no charge a desatch
/deleteDespatch	Allows user to delete, (cancel), a despatch item
/moveLibrary	Allows user to move library items
/reinstateDespatch	Allows user to reinstate a cancelled despatch
/revertDespatchStatus	Allows user to revert a despatch's status
/showDespatch	Allows user to open a despatch Note
/showDespatchSearch	Allows user access to the Despatch search page
Dub / DMG
/deleteCompletedDMG	Allows user to delete a DMG row which has been completed
/deleteDMG	Allows user to delete a single DMG row
/DMGControlEdit	Allows user to edit \/ save changes to jobs from within DMG Control screen.
/DMGOnHold	Allows user to set jobs to 'On Hold' in DMG Control.
/dubbingControl	Allows user access to the Dubbing Control area, (DMG)
/editCompletedDubs	Allows user to edit a completed DMG row
/saveDMG	Allows user to add a DMG row (new method, inputs, outputs etc)
/saveJobDMG	Allows user to add a DMG row
/showDMGTotal	Displays a running total in the job header for all DMG\/MCR work. Displayed for jobs at Pencil, Confirmed and Completed status
Exports
/allowRollbackExportedInvoice	Allows user to revert an invoice which has been exported
Holiday
/editHoliday	Allows user to edit holiday information
/holidayAdmin	Displays the Absence Report option in Management reports
/holidayReport	Displays the holiday report displaying all leave between the given dates
/showHoliday	Displays icon to open user holiday information from schedule
/showHolidayNotesOnBooking	Displays extended holiday description on Schedule
Jobs
/addServiceToResource	Allows user access to the 'Show All' services link
/applyActualTimes	Allows user to apply a resources actual times
/changeJobProject	Allows user to change the Project on a job
/editGrossStaffCost	Allows user to edit Gross Staff Costs
/editNetStaffCost	Allows user to edit Net Staff Costs
/editSkillLevel	Allows user to edit the Skill Level of a resource
/invoiceJob	Allows user to invoice a job
/moveJobsToAnotherQuote	Allows a user to move a job to a different quote within the same project
/reinstateAllocatedJob	Allows user to reinstate a job which is attached to a accounts transaction
/removeServiceFromResource	Allows user to remove a service that is attached to a resource
/revertCostedJobs	Allows user to revert a job that has been costed ($PREVENT_ROLLING_BACK_OF_COSTED_JOBS must be on for this access code to be checked)
/revertJobStatus	Allows user to revert a jobs status
/revertSentToAccounts	Allows user to revert a job that has been sent to accounts
/saveClientAttendingNotes	Allows user to save notes relating to the client attending
/saveJob	Allows user to create, save and edit Job data
/saveJobNotes	Allows user to save a jobs notes
/saveJobSchedule	Allows user to add\/edit\/delete resource-schedule records on jobs
/showGrossStaffCost	Displays Gross Staff Costs in various areas in the system
/showJob	Allows user access to job details
/showJobOfficeNotes	Allows user access to job 'Office\/Client Notes' notes
/showJobOperatorNotes	Allows user access to job 'Operator' notes
/showJobProducerNotes	Allows user access to job 'Producer' notes
/showJobShippingNotes	Allows user access to job 'Shipping' notes
/showJobTabGekko	Displays the job 'Gekko' tab
/showNetStaffCost	Displays Nett Staff Costs in various areas in the system
/updateInvoiceReceived	Displays 'Actual Collection' menu option
Leads
/saveLead	Allows user to save leads
/searchLead	Allows user to use lead search
/showLead	Allows user to view leads
Management Reports
/rpt-AverageRateByDepot	Displays the Average Rate by Depot management report
/rpt-invoices	User report(s) that require access code: /rpt-invoices
Media / Library
/massMediaMovement	Allows access to the Mass media Movement script (also needs moveLibrary)
/saveLibrary	Allows user to add\/edit library items
/showLibrary	Allows user access to library data
/showLibraryNotes	Allows user to view media notes
/showLibrarySearch	Allows user access to the library, (media), search page
/showMediaTransactionSearch	Show the media transaction search page
Misc Costs
/approveSundry	Allows user to approve a Misc Cost
/authoriseSundry	Allows user to Authorise a Misc Cost
/deleteSundry	Allows user to delete, (cancel) a Misc Cost
/editCostedSundry	Allows user to edit a Misc Cost on a job which has been costed
/printRunnersExpenseReport	Allows user to print \/export the runners Misc Cost expense report
/printRunnersOvereads	Allows user to print\/export the runners Misc Cost overhead report
/showRunners	Displays Misc Cost Search menu option
/viewSundry	Allows user access to Misc Cost Search header
Plugins
/saveArtistContract	Write access for Artist Contract plugin.
/saveProjectSchedule	Write access for Planner plugin.
/saveQuoteAice	Write access for Quote AICP plugin.
/saveQuotePrep	Write access for Quote Prep plugin.
/showArtistContract	Read access for Artist Contract plugin.
/showProjectSchedule	Read access for Planner plugin.
/showQuoteAice	Read access for Quote AICP plugin.
Products
/saveProduct	Allows user to save a product
/showProduct	Allows user access to Product information
/showproductsearch	Allows user access to the Product search page
Projects
/allowCancelProject	Allows user to cancel a project as long as it has no Confirmed quotes, or associated costs\/revenue
/authoriseProject	Allows user to Authorise a Project
/changeProjectStatus	Allows user to change a Projects status
/changeProjectStatusSentToAccounts	Allows user to change a Projects status to Sent To Accounts
/editFinalCompletionDate	Allows user to set or edit the project 'Closed Date' field.
/editProjectArchiveDate	Allows user to edit the Archived date
/projectAccrualDelete	Allows user to delete a Project Accrual value
/projectAccruals	Displays Tab: 'Accruals' on Project
/projectCostTracker	Allows user access to the Project Cost Tracker tab.
/projectLive	Allows user to make a project 'live'
/projectMaintenance	Allows user to press the button on the un-costed list to automatically bring the project up-to-date with regards to costings\/actualising
/projectProfitLoss	Allows user access to the Project P&L tab.
/projectRevenueForecast	Displays Tab: 'Revenue Forecast' (also requires \/dashRevenueForecast)
/projectTabBidVsActual	Displays Tab: 'Bid vs Actual' on Project
/revertsenttoaccountsprojectstatus	Allows user to revert the status of a project from Sent To Accounts to Completed
/revertcompletedprojectstatus	Allows user to revert the status of a project from Completed to Confirmed
/revertconfirmedprojectstatus	Allows user to revert the status of a project from Confirmed to New
/saveProject	Allows user to create, edit and save project data
/saveProjectAccruals	Allows editing of Project Accruals
/saveProjectAttributes	Allows user to save a projects attributes
/saveTeam	Allows user to Save a new team member on Projects
/setFinalCompletionDate	Allows user to set the project 'Closed Date' field.
/showProject	Allows user access to view Project data
/showProjectMilestones	Displays Tab: 'Milestones' on Project
/showProjectSearch	Allows user access to the project search page
/showProjectSummaryProfitLoss	Displays Tab: 'Summary P&L' (also requires \/showProject and \/showStaffCosts)
/showQuotePrep	Displays Tab: 'Quote Prep' on Project
/projectForceClose	Allows user to FORCE close a project
/projectApproval	Allows user to APPROVE a project
/projectRevenueType	Allows user to view and edit Revenue type in projects
/showSpots	Allows user to view project Spot information
Purchase Orders
/allowEditingAuthorisedPurchaseOrder	Allows user to edit a Purchase Order that has been Authorised
/allowEditingAwaitingPurchaseOrder	Allows user to edit a Purchase Order that is at the Awaiting Authorisation status
/allowEditingCompletedDetailsPurchaseOrder	Allows user to edit the completion details of a Completed Purchase Order.
/allowEditingCompletedPurchaseOrder	Allows user to cancel a Completed Purchase Order.
/allowEditingGoodsReceivedPurchaseOrder	Allows user to edit a Purchase Order that is at the Goods Received status
/allowPurchaseOrderCompletion	Allow or deny user the ability to Complete a Purchase Order, (requires config setting).
/savePurchase	Allows user to set the VAT totals on a PO
/savePurchaseOrder	Allows user to create, save and edit Purchase Order data
/showPurchaseOrder	Allows user access to Purchase Order data
/exportPurchase	Allows users to export Purchase Order data
Quotes
/allowQuoteStatusConfirmedToCompleted	Allows user to change quote status from Confirmed to Completed.
/allowSpreadOneTimeDiscount	Allows user to spread the one time discount of a quote
/alwaysAllowQuoteDiscount	Allows user to discount a quote
/bidApprovalBypass	Allows user to force quote approval (only applies to advanced quote approval feature).
/confirmOverDiscountedQuote	Allows user to Confirm quotes which contain items discounted over the max discount threshold.
/exportQuote	Allows user access to export quote data
/importQuote	Allows user access to import quote data
/noQuoteLimit	Allows user to Authorise a quote for any amount
/quoteBilled	Allows user to flag quote as Billed
/quoteProfitAndLoss	Displays Profit & Loss option in Quote Menu
/revertAuthorisedQuoteStatus	Allows user to revert an Authorised quote's status
/revertAwaitingAuthorisationQuoteStatus	Allows user to revert an Awaiting Authorisation quote's status
/revertCompletedQuoteStatus	Allows user to revert a Completed quote's status
/revertConfirmedQuoteStatus	Allows user to revert a Confirmed quote's status
/riskAssessmentApproval	Allows user to approve a risk assessment report
/saveQuote	Allows user to create, edit and save quote data
/showquotesearch	Allows user to access to the Quote search page
/saveQuoteAfterExpiry	Allows user to create, edit and save quote data once the end date is passed
/saveQuoteApprovedInFinance	Allows user to flag quote as Approved in Finance
/saveQuoteClientSigned	Allows user to flag quote as Signed By Client
/showQuote	Allows user access to view quote data
/showStaffCostTiers	Allows users to see tiered rates on quotes
/updateEndDateOnQuoteComplete	Automatically update quote end date when setting quote status to Completed (only applies when $ON_QUOTE_COMPLETION_SET_ENDDATE_TO_TODAY = 1).
Rate Card
/editNominal	Allows user to edit nominal codes on the rate card
/editRateCard	Allows user to edit existing rate card data
/editVirtualCost	Allows user to edit virtual costs on the rate card
/printRateCard	Allows export of rate card data
/saveRateCard	Allows user to create, edit and save rate card data
/showRateCard	Allows user access to rate card data
Reports
/managementTools	Allows user to use the Management Tools features.
/pivotReportCompany	Access to the Pivot Report for Company Reporting.
/pivotReportGlobal	Access to the Pivot Report for Global Reporting.
/pivotReportProject	Access to the Pivot Report for Project Reporting.
/rpt-login	Allows user access to the reporting module.
/showInsightReports	Allows user access to Insight Reporting.
/showInsightReportCriteria	Allows user to view & edit criteria within Insight Reports.
/showInsightReportAdmin	Allows user to modify & save Insight Reports.
Resource
/deleteResource	Allows user to delete a resource
/exportResourceList	Allows user to export the resource list
/printResourceList	Allows user to print the resource list
/saveResource	Allows user to add\/edit resources
/showProducerNotesInToolTip	Displays the job Producer Notes in the Tool Tip on the rate card
/showResource	Allows user access to the resource page
/showResourceList	Allows user access to the resource list
/saveResourceFinancial	Allows user access to the resource's financial details
Schedule
/autoShowSticky	Displays the schedule sticky note if one exists for the current date
/changeDateInSchedule	Allows user to change job date when using the lasso tool
/editShift	Allows user to edit shift information
/moveItemsInView	Allows user to move resource up and down within a view
/showAllViews	Allows user to see all schedule Views.
/showSchedule	Allows user access to view the main schedule
/showScheduleDragDropButtons	Displays the Lasso, Drag, Drop, Slide buttons on the schedule
/showScheduleView1	Allows user to see schedule Views that require this access code.
/showScheduleView2	Allows user to see schedule Views that require this access code.
/showScheduleView3	Allows user to see schedule Views that require this access code.
/showScheduleView4	Allows user to see schedule Views that require this access code.
/showScheduleView5	Allows user to see schedule Views that require this access code.
/showShiftNotesOnBooking	Displays shift description on Schedule
/showShifts	Displays icon to view shift information from the schedule