Content - Give your clients individual configurable access to todoyu by using the flexible user management system

Client Access & Roles

  • todoyu features a flexible user rights management that allows you to specify granular access to the system. User access to todoyu are defined using Roles and Rights. Roles act as groups which you can use to organize todoyu's users, while rights specify access rights for each role.

    Add role

    To add a new role, click on the Admin icon in the header icon bar (only for users with adminstrator rights), than select the Create icon just left to the admin icon and choose New Role. Give the role a name and provide an optional description. Tick the Active button to enable the role. To add an existing user to the role, press Role Members button and select the user you want from the person drow-down menu. Then Save the new role when you are done.

    Define rights

    Next, you have to specify rights for the created role. Click on the rights tab (submenu Rights & Roles within the Admin area) and select the role. Using the the extensions drop-down menu to choose the modules you want to specify rights for each of them by ticking the appropriate checkboxes. Also, by selecting more than one role you can see how the rights settings compare to different roles.

    Enable login

    You can also give controlled access to freelancers, outsourcing staff and of course your clients working on the same project together. By using the Enable Login feature in CONTACTS, you can apply a username and password including a role to a person.

Rights & Roles functions:
  1. When logged-in with administrator user right, you see the admin icon in the headlet showing up.

  2. In the Admin Modules, select Right & Roles.

  3. Now you can specify which roles you would like to see and compare. Select multiple roles by cmd-click.

  4. Select the extension for which you would like to adjust the user rights.

  5. A very fine-grained user access management is guaranteed!



Overview of features presented in this tour

  • Portal
    • Central starting point
    • Overview of planned work
    • Access your individual filters
    Projects and Tasks
    • Create and manage projects
    • Add and assign tasks
    • Task bookmarks
    Team Collaboration
    • Communicate in tasks
    • Share files
  • Time Tracking
    • Daily time sheet
    • Monthly working journal
    Group Calendar
    • Add calendar events
    • Filter by teams or staff
    • Time zones and public holidays
    Contacts
    • Company addresses
    • Address book of persons
  • Reporting
    • Powerful reports in real time
    • Get the complete insight in your projects
    Saved Search
    • Create a search and save as filter
    Client Access
    • Give clients access to the teamwork
    • User rights and roles
    Open Source
    • todoyu is completly open source
    • no licence costs
    • extend it to your needs

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