Team leader and deputy
Team leader and deputy assignment to user
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 10.12.2007
Machine translated
Updated: 12.09.2023
|
Section Team leader right executed.
Team leaders and deputies can be assigned on the users.
Team Leader
Each user can be assigned a different user as a team leader. In this way, different users can be combined into a team. To assign a user as a team leader, select the desired team leader from the list. To remove it, click the button with the x in the field.
A Team folder will now appear on the user assigned as team leader, listing all team members:
Team Leader Rights
If a team leader is to be accepted more extensive rights on the team members, this can be done by granting the User Right Team Leader . The User Right can be defined on an existing user group or a new User Group can be created and the right assigned .
As a result of this award, the team leader has the following project supervisor rights:
- On all the employees of his team.
- On all services of team members. The corresponding right to expenses and outlays is also available from version 6.1.0.10. In earlier versions, it can be created manually via permissions with OCL. In order for the corresponding folders in the users to be visible to the team leader, the system setting “Allow project leader to change services” must be set to Yes.
- On all projects owned by his team members (or where these project leaders, key users or key users etc.).
- A team leader has BI data rights on all his team members.
Deputy
The deputy – deputy link works in the same way as the team leader – team link.
The specified deputy is the deputy of the user on which it is entered. This means here: Judith Feller is the deputy of Ralf Maurer.
However, if you want to enter the deputy for the team leader Christoph Keller, this must be done on the user Christhoph Keller himself. This can be opened directly by clicking on the small arrow next to the name.
On the user that has been defined as a deputy, a deputy for folder appears, in which the user for whom he is a deputy is displayed. For this to work, the following criteria must be met:
- The link type deputy – deputy for is active.
- The deputy has read permission on
Projektbearbeiter.vertretene
Deputy User Rights
- The deputy applies team leader permissions of deputies, if he himself has the Team Leader Legal .
- The deputy also applies project leader user rights on the represented’s own projects, if he himself owns the project leader right.
- The deputy does not receive any additional rights over the represented employee.
This means for the example above: Judith Feller receives the permissions on the team and the projects of Ralf Maurer. She thus assumes his deputy role as team leader and as project leader. However, she does not receive any rights on Ralf Maurer himself. If, for example, absences had to be entered for Ralf Maurer, only Christoph Keller as Ralf Maurer’s team leader can do this, but not Judith Feller.
In the case of deputies, the members of the team do not automatically appear in a folder like the team leader himself. If you want to show them to the deputy, you have to create an appropriate wrapper link type.