When creating and/or modifying an entity, the administrator of the company account can assign collaborators with different roles (Entity Lead, Entity Substitute, Manager, Operational).
As a reminder, the role of Manager allows a collaborator to intervene on all the request for Proposals, Purchase Orders and Timesheets of the entity.
To meet your confidentiality needs according to the scope of activity, a new role has been added: Operational.
An employee with the Operational role on an entity will only be able to see and manage the Request for Proposals, Purchase Orders and Timesheets of his activity perimeter, in other words, of the projects on which he is positioned as operational manager. Similarly, he/she cannot select any other operational manager than him/herself when creating a Request for Proposals for the entity on which he/she is positioned as an Operational.
Please note that
- When a company administrator adds a collaborator to their company from the collaborator page and selects an entity, the user will always be added to that entity with the default role of "Manager".
- This Operational role cannot be combined with any other type of role within the company: An employee with the Operational role on at least one entity will not appear in the selection of other roles, and vice versa.