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People

Who sees what: every person's reach on one screen

Updated in 5.20.93

One screen that answers, for every member of staff, what they can open, in which companies, whether they see salaries, invoice totals, customers' balances, costs and prices, and who gave each right and when.

Where

System › Setup › People › Who sees what

Who

The owner, the administrators, and anyone allowed to read roles.

Everyone at a glance

1
Open Who sees what. The People tab lists everyone you may manage, with their Role, their Companies and how many rights they Can open.
2
Four columns say how far each person sees the sensitive figures: Salaries, Invoice totals, Customers' balances and Costs and prices. Each reads Nothing, Their own, Their team's or Everything.
Who sees what: everyone you may manage, and how far they see salaries, invoice totals, balances and costs

Who can see salaries?

3
Open Sensitive areas and press Salaries, Invoice totals, Customers' balances or Costs and prices. The list shows everyone who can see it, the widest first, and the screens that show it to them.
Sensitive areas: everyone who can see salaries, the widest first

One person: every right, who gave it and when

4
Press a person. Their page lists every right they hold and how far it reaches. Given by says where it came from: their role, a team, or a right given to them alone, with the name of who gave it. Given on says when.
One person: the four areas, then every right with who gave it and when

A right that came with a role before this record was kept reads Not recorded.

One right: everyone who can open it

5
Open By right and choose a right. The list shows everyone who can open it, how far, and who gave it.
By right: everyone who can open Customers, and how far

Take it with you

6
Press Export CSV or Export PDF. The file holds the list on the screen, in the language the screen is in.

Ask Flowrica too: Who can see salaries? She answers with the same list.

Before: Roles · Next: Ask for access

Questions

Where is “Who sees what: every person's reach on one screen” in Zyntra OS?

System › Setup › People › Who sees what

Who can use “Who sees what: every person's reach on one screen”?

The owner, the administrators, and anyone allowed to read roles.