How to use user groups correctly in Vertec
User groups and user levels greatly simplify rights and user management in Vertec. Administrators can efficiently apply changes to entire groups, while employees automatically receive access rights and settings that are relevant to them.
User groups and user levels provide structured management of rights, home folders and standard working hours, and allow consistent user rights and settings to be assigned to multiple users at the same time. This makes administration a lot simpler and ensures a clear allocation of roles and rights across your organization.
User groups are created in Vertec to bring users together and assign them common settings. Each user group can fulfill three basic purposes:
For a clean structure, it is recommended to separate user groups according to their purpose:
In this way, the authorization system remains transparent and easy to administer.
Module “Services & CRM”
From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.
A complete overview can be found in the overview of features.
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Yes, it is possible to allocate different user rights in Vertec. These rights are then valid throughout the Vertec software.
The following permission types are possible:
User rights apply on user group level and affect all users of a specific user group.
Yes, this is also possible.