Data Maintenance
Simplified Permission-Based Data Management
Role data
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To edit a role, double-click the role, or single-click the role and click the pencil icon.
To add a new role, click the "+" FAB (Floating Action Button).
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To delete a role that has not been associated with any users, click the role followed by clicking the trashcan icon. If a role was already associated with users and you no longer want the role to be visible or available available for selection, edit the role and make the role inactive.
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Role permissions in OIBIS allow administrators to define and manage user roles with precision, ensuring that each user has the appropriate level of access and functionality. Depending on their own permissions, administrators can create, view, update, or delete roles, and assign specific amber and blue permissions to each role. This system enables the efficient assignment and adjustment of user responsibilities, maintaining a secure and well-organized access control structure within the organization.
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The Role Users feature in OIBIS allows administrators to associate or remove users from specific roles, ensuring that each individual has the appropriate access based on their responsibilities. By managing role users, administrators can maintain an organized and efficient structure, granting the necessary permissions to the right people and enhancing overall security and functionality within the system. This feature streamlines the process of role assignment and adjustments, supporting effective user management.
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Once configured, roles can be saved, ensuring that users have the appropriate access levels based on their responsibilities.
User data
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To edit a user, double-click the user, or single-click the user and click the pencil icon.
To add a new user, click the "+" FAB (Floating Action Button).
To delete a user who has never captured time entries, click the user followed by clicking the trashcan icon. If a user had previously captured a time entry and you no longer want the user to be visible, edit the user and make the user inactive.
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The Roles tab allows administrators to associate the user with one or more roles. By doing so, the user inherits the permissions of all the associated roles, ensuring they have the appropriate access levels required for their responsibilities. This streamlined approach simplifies the management of user permissions and access control within the organization.
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The Projects tab enables administrators to assign the user to one or more projects. This ensures that the user has access to the specific projects they are involved in, allowing them to view and manage relevant project data. Assigning projects helps streamline user access and enhances collaboration within the organization.
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Once configured, users can be saved, ensuring that users have the appropriate access levels based on their responsibilities, and access to the projects they are associated with.
Client data
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To edit a client, double-click the client, or single-click the client and click the pencil icon.
To add a new client, click the "+" FAB (Floating Action Button).
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To delete a client who has no associated projects, click the client followed by clicking the trashcan icon. If a client has no associated clients and you no longer want the client to be visible, edit the client and make the client inactive.
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When adding or editing a client, you can click the save Floating Action Button (FAB) to save your changes. This function ensures that all updates to the client's information are securely stored, allowing for accurate and up-to-date client records. This streamlined process enhances data management and helps maintain accurate client details within the system.
Task type data
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To edit a task type, double-click the task type, or single-click the task type and click the pencil icon.
To add a new task type, click the "+" FAB (Floating Action Button).
To delete a task type, which had never been used in any time entries, click the task type followed by clicking the trashcan icon. If a task type had been used in any time entry and you no longer want the task type to be visible, edit the task type and make the task type inactive.
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When editing a task type, you can click the save Floating Action Button (FAB) to apply and save your changes. This ensures that any modifications to the task type, such as its name or description, are securely updated in the system. This functionality helps maintain accurate and consistent task type information, supporting efficient project management and time tracking.
Project data
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To edit a project, double-click the project, or single-click the project and click the pencil icon.
To add a new project, click the "+" FAB (Floating Action Button).
To delete a project, which had never been used in any time entries, click the project followed by clicking the trashcan icon. If a project had been used in any time entry and you no longer want the project to be visible, edit the project and make the project inactive.
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When adding or editing a project, the resources tab allows you to select one or more resources to work on the project. By assigning resources, you ensure that the necessary personnel are allocated to the project, facilitating effective planning and execution. This feature helps manage workload distribution and enhances project coordination, ensuring that all team members are aware of their responsibilities and contributions.
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Under the tasks tab, a user can add one or more tasks that resources can log time against. This allows for detailed tracking of work done on specific tasks within the project, ensuring accurate time management and accountability. By defining clear tasks, the project management process is streamlined, and resources can easily log their hours, contributing to precise project tracking and reporting.
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When adding or editing a project, you can click the save Floating Action Button (FAB) to apply and save your changes. This ensures that any modifications to the project are securely updated in the system. This functionality helps maintain accurate and consistent project information, supporting efficient project management and time tracking.