In Replicon, permissions help determine what data and features users can access and what actions they can perform. Permissions are organized into permission sets that are assigned to users in their user profiles.
In order to access a product's features, users also require a license for the related product.
Permission sets are used to assign permissions to users. There are up to ten types of sets available, depending on what products you’re using. Each type of permission set corresponds to one or more roles within Replicon.
You can create as many permission sets of each type as you need. However, each user can only be assigned one permission set for each type.
For example, you might create two permission sets based on the User permission set type – a Project Resource and a User set. In this scenario, each user in your system could be assigned only one of these two User-type sets in their user profile.
Each permission set defines one or more roles. Roles determine the implicit and explicit permissions that determine what features and data a user can access in Replicon. For each role, a user's access may also be limited to certain groups of employees.
Implicit permissions are ones granted based on the type of permission set the user is assigned, and by the user type selected within that set, if applicable.
For example, any user assigned a User type permission set has the implicit ability to modify their own user settings. No special permission needs to be selected for them to have this ability.
If the Project Resource user type is enabled within the project set, the user can be assigned to projects. No option associated with this ability needs to be explicitly enabled.
Explicit permissions are ones that are configurable explicitly. That is, each permission is represented by an option in the permission set that you can enable or disable.
Most permission set types define permissions for one role – for example, anyone assigned the Payroll Manager type of permission set is as payroll manager, by default.
However, there are two types of permission sets that correspond to multiple roles: Project Management and User. Additional roles are enabled for each of these by enabling user type options available within each set.
The table below outlines which roles each set can define:
Type of permission set
Roles defined by that permission set
You can enable more than one role within each permission set of these types. For example, you can create a permission set with the Project Manager, Client Manager, and Program Manager roles enabled.
The following table outlines what a user assigned each role in Replicon can be allowed to do.
Users assigned this role can...
Carry out all functions involved in setting up and maintaining the system, including assigning settings to users in their user profiles
Be assigned as a client representative
View, edit, delete, submit, reopen, force approval/rejection of timesheets and expense sheets belonging to any user in the system
You can assign one or more of the following three user types for this permission set, that grant the following additional abilities:
View or edit shift-based schedules
Be allowed to assign a substitute user
To be allowed to use a timesheet or expense sheet, or to book time off, a user must be assigned – respectively – a timesheet, expense, or time off template in their user profile. Being assigned a User permission set does not implicitly give users access to these features.
You can assign one or more of the following two user types for this permission set, that grant the following additional abilities:
Be assigned or allocated to projects
1 In effect if no user type is selected. Includes permissions common to all user types for that set.