Create custom fields

In the customer and project properties, you can create custom fields that can be used for evaluation or purely for information purposes.

Export/import data

This basically concerns the visibility of the Export/Import option.

Create data backup

Data backups should only be created by one employee at regular intervals.

Change print template

Print templates should also only be created by one employee.

Edit configuration

The configuration is divided into the areas User, Advanced, System, and Additional Modules. With this right, you get the view for the "User" tab.

Edit configuration "ADVANCED"

This restricts you to the "Users" and "Advanced" tabs.

Edit configuration "SYSTEM"

This restricts you to the "Users" and "System" tabs.

Anonymize employees

If your company requires employees to be completely anonymized, you can use this right. This would be the case, for example, if the works council wants to ensure that time recording cannot be assigned to any employee.

Prices visible

This right allows you to control the visibility of prices. Both internal and external prices, price per unit. Without this right, no prices are visible in the entire system.

Receive system messages

System messages, such as update notifications. Only one person in the system should have this right.

Allow update checks on the Internet

The employee gets a "Check for updates" menu item in the project manager.

Install updates on the network

The employee also has the right to install updates on the company network. Only administrators with the necessary rights to update the table structure on a MySQL or MS-SQL server should have update rights.

View all company application logs

You have access to the logs of the programs executed by all employees.

View/delete application log

Every program you open and work with is recognized by Xpert-Timer and the time you spend on it is logged.

View workgroup application log

You get access to the logs of the programs run by all employees in your workgroup.

Create/view/edit/delete application log configuration

You can change the settings of the application log.

View all company tasks

You need this right if you want to be able to see all company tasks.

Send task to another employee

Assign a task to another employee for processing.

Edit/delete other employees' tasks

You need this right to edit, process, and delete the tasks of all other employees.

Create/view/edit/delete tasks

To view your own tasks, select from these self-explanatory rights.

View tasks in the general task pool

The general task pool contains tasks that have not been specifically assigned to any employee. Any employee can use them.

Start tasks

Start time tracking for a task. If you never book times on tasks, you should remove this permission to ensure that this does not happen accidentally.

Create/edit/delete task categories

Tasks are divided into task categories. This right allows you to create new task categories, edit them, and delete them.

Open task management

Task management is a cross-project view of tasks. All created tasks are listed here.

Create/edit/delete task templates

Task templates are task packages that serve as templates for projects. This means you don't have to create the same tasks for every project. However, to maintain an overview, you should designate employees who are allowed to create these packages or templates.

Project manager sees all tasks of his project employees

All tasks assigned to his project team members become visible to the project manager when this right is assigned.

Change the text of the task status

You can give the task status your own names.

View evaluation

This is the evaluation dialog without restrictions.

View evaluation Year / Month / Week

If you want to make the dialog clearer and do not need some of the tabs displayed, you can restrict the view here.

View evaluation Individual times (timestamp)

You can view the "Individual times" tab in the evaluation dialog.

Print evaluation

This right allows the employee to print out the evaluations.

Export evaluation

This allows you to export the data displayed in the evaluation to .csv or Excel.

View all company posting archives

If you need or are allowed to view all of the company's booking archives, you require this right.

Create/view/edit/delete posting archive

These rights allow the employee to view, create, edit, or delete booking archives.

Open booking archive manager

Here you can restrict access to the booking archive manager.

View all company documents

You have visibility rights for all company documents.

Create/view/edit/delete documents

You can attach documents to each project.

Create/edit/delete document folders

Documents can be grouped together in document folders.

Open document management

Sometimes, document management should only be carried out by certain individuals. Here you can restrict access to management.

Document management - Change configuration

In the configuration, you can set the security level of the document and the permitted document changes. This is the "Document management" tab in the configuration.

Project managers can see all documents for their projects

Project managers need this right to be able to see all documents of their project team members.

View all company reminders

This right allows you to see all company reminders.

Create reminders

This allows you to create reminders for objects (customers, projects, tasks).

View/edit/delete reminders

This right makes the reminders for the objects visible, editable, and deletable.

Project managers can see all reminders for their project team members

Project managers need this right to be able to see all reminders for their project team members.

View all company quotes

This right allows you to view all of the company's quotes.

View all company invoices

You may or should be able to view all of the company's invoices.

Create quote

This gives you the right to create offers.

Edit/delete/view/print quote

With these rights, you can view, edit, delete, or print quotations.

Open quote PDF

You are hereby authorized to open quote PDFs.

Create invoice

This grants you the right to create invoices.

Edit/print/delete/view invoice

You need these rights to view, edit, print, or delete invoices.

Open invoice PDF

This right allows you to open .pdf invoices.

Open invoice management

Invoice management provides a comprehensive overview of invoices. All invoices created are listed here.

View all company entries

All entries in the company's history should or may be visible to you.

Edit/delete/view other employees' history

Sometimes it is necessary to view your colleagues' entries in the activity history. This right displays a button for viewing the activities of all employees in the history.

Display history

This gives you the general right to display the activity history in your Xpert-Timer.

Create/edit/delete history

In addition, these rights allow you to create, edit, and/or delete new entries.

Project manager sees all entries made by his project staff

The project manager needs this right to be able to see all history entries of his project team members.

View all customers of the company

This right allows the employee to see all customers company-wide and across workgroups. Otherwise, only the customers in their workgroup are visible.

Create/edit/delete contact

This allows you to create, edit, or delete contacts.

Display contacts

This right controls the visibility of contacts.

Display customers

Customer management is visible, but only for customers who are assigned to the employee.

Create/edit/delete customers

Customers can be managed completely.

Customer also visible in customer management if no project is assigned to employee

Customer management is visible, as are all customers contained therein.

Open customer management

Customer management is included as a menu item in the project manager and can be opened.

Project managers can see all customers of the projects under their responsibility

Assign this right to the project manager so that they can see all customers of the projects for which they are responsible.

Create/delete customer selection

In customer management, customers can be grouped together into customer groups. Customers can be selected using the optional checkboxes next to the customer names and saved as a customer group.

Display customer selection

This right is required to display and select the saved customer groups.

Display/edit/delete service templates

You need this right to view the templates for project services. You also need it to edit and/or delete them.

Create service template

If you want to create a new template for a project service, you must also have the "Open service template management" right.

Open service template management

This permission is required in order to edit a template.

View all company employees

This allows you to see all employees of the company.

Create/display/edit/delete employees

With this right, you can create, edit, and delete new employees who are to be created in Xpert-Timer. Please note that deactivating an employee also frees up a license slot. You should therefore only delete employees if you no longer want to assign their project times to the departed employee.

Project managers can see all employees working on projects under their responsibility

The project manager needs this right so that all employees of the projects under his responsibility are visible.

Create/edit/delete/display rights group

Access to Xpert-Timer is controlled via rights groups.

View all company notes

You need this right if you want to be able to see all company notes.

Create/edit/delete notes

Only with the "Show notes" option is it possible to create, edit, and/or delete them.

Display notes

Notes can be created for projects, customers, and tasks. Here you can control whether these are visible to employees.

Create/edit/delete note category

You have the right to create, edit, or delete note categories.

Project manager sees all notes from his project employees

This right allows the project manager to see all notes made by their project staff.

View all price lists / price groups of the company

You may or should see all price lists/price groups of the company.

Create/edit/delete price list/price group

With this right, you can create, edit, or delete price lists and price groups.

View price list/price group

Here you can control the visibility of price lists/price groups for employees.

View all company projects

If you are allowed or required to view all projects in the company, you need this right. This gives you the "All projects" and "Project manager" tabs in your project manager in addition to the "Assigned projects" tab. If you work with workgroups, the "Workgroup" tab is also added.

Display totals for team projects

The total amount for team projects is displayed in the project manager. If you remove this right, the display option for the "Time required (team)" column is no longer available.

Create project (general)

With this right, you can create all types of projects.

Create project (main project)

If you do not have the "Create project (general)" right, but you do have this right, you can only create main projects.

Create project (subproject)

If you do not have the "Create project (general)" right, but you do have this right, you can only create subprojects.

View/edit/delete project

To view and edit the project properties of a project and to delete a project, you need these three rights.

Start project

In some cases, a project is never started. For example, if Xpert-Timer is only used as an administration tool. This right allows you to disable automatic time tracking if necessary.

Assign project to employee

If several employees are planned for a project, they must be assigned to the project. Only the assigned employees will see the corresponding project in their Project Manager.

Delete other employees' projects

This also allows you to delete projects that you did not create yourself.

Archive projects

If a project is complete and should no longer appear in the project manager, it should be archived. In some companies, this should only be done by certain people.

Start projects retroactively

This allows you to start projects retroactively. For example, you forgot to switch a project and only noticed this after 10 minutes. You can then start the next project retroactively by pressing the CTRL key.

Change project progress

Some companies want employees to enter project progress manually. You can only do this with this right.

Project manager sees all projects under his responsibility

This allows the project manager to see all projects for which he is responsible.

Print project list

This refers to printing a project list

Open project manager

This right allows you to restrict access to the project manager.

Send project reports by email

You can also send these project lists by email if required. Remove this right if you do not use the email function. This will prevent the corresponding buttons from appearing in the program, making it clearer.

Change project status

This refers to the statuses: Active, Completed, Billed, etc. Employees who complete or bill projects should have this right.

Assign project managers

A project manager should be assigned to the project team. This way, you know immediately who to contact if you have any questions. With this right, you can assign this project manager.

View project time estimate

For each project, you can estimate the expected working hours for the project. With this right, you can fill in the "Estimated hours" field in the project properties.

Change project status text

In the configuration, you can name the user-defined statuses of the projects. You need this right to make changes there.

View all company services

If you want to see all of the company's services, you need this right.

Workgroup leaders can see all services of their workgroup projects across workgroups

If one of your employees from your workgroup works in another workgroup within the company, you will have access to their services that were created in the other workgroup.

Create/edit/delete service category

You can create, edit, and delete service categories.

Open service management

Performance management provides an overview of all project performance related to projects.

Create/edit/delete project services

This right refers to the creation, editing, and deletion of these services.

Display project services

You need this right to see the project service options in the program.

Project manager sees all services of his project staff

Assign this right to the project manager so that they can see all services of their project team members.

Create/edit/delete project types

Project types are the small graphics that you see in the project manager next to the project name when a project type has been assigned. With this right, you can create, edit, or delete new project types in the configuration.

View all company synchronizations

This right allows you to access the list of synchronization runs for the entire company. You can find the list in employee management.

May synchronize via a database connection

You can only synchronize your data if you are directly connected to the central database via LAN or WLAN.

May synchronize via an XTSyncServer connection

You can only synchronize your data if Xpert-Timer connects to the central database via the XTSync server.

May synchronize via PC

You need this right if you use a PC for synchronization.

May synchronize via smartphone (Android)

You need this right if you use an Android smartphone/tablet for synchronization.

View synchronization accounts

The user management section contains an overview of synchronization accounts. This permission controls access to it.

Create/edit/delete synchronization account

This controls access to the configuration of synchronization accounts.

Create/edit/delete activity

This right allows you to create, edit, and delete new activities.

View activity

This gives you the right to view all activities.

Create/edit/delete text module

Text modules can be used in almost all text fields in Xpert-Timer. Manage these text modules here.

Display text modules

This right is essential for the other rights relating to text modules to take effect.

View all company times

This allows you to see all times recorded in the Xpert-Timer system, including those of your colleagues.

Allow change of billing status

A timestamp can, for example, be given the billing status "do not bill."

Workgroup leaders can see all times for their workgroup projects across workgroups

If one of your employees from your workgroup works in another workgroup within the company, you will have access to the times they have recorded in the other workgroup.

Project managers can see all the times of their project employees

This controls the visibility of all times of his project employees for the project manager.

Add times after project completion

Even though a project has the status "Completed," times can still be booked to this project.

Change/delete other employees' time stamps

You also have the right to edit or delete your employees' times.

Display timestamps

Controls whether the timestamp list is visible in your project manager.

Edit timestamps

This allows you to edit the recorded timestamps.

Edit timestamps (comment only)

This allows you to edit the recorded timestamps, but only for the comment. Please note that "Edit timestamp" is higher in the hierarchy.

Delete timestamp

This allows you to delete recorded times.

Add timestamps

This allows you to manually record times retrospectively.