Here you will find a description of the procedure for converting an existing database to the "Cross-working group" working group mode.
First important step: Database command on MS-SQL
update projects set created_workgroup_nr = '11111111-1111-1111-1111-111111111111' where created_workgroup_nr is NULL
Open XTAdmin and log into your database as the user "XTADMIN." Only the user XTADMIN has access to all of the program's functions.
Switch to the "Settings" tab and select the "Cross-workgroup" workgroup mode.
In the "Employees" area, create the appropriate employee groups and assign the employees to the created workgroups using drag & drop.
Now display the "Main workgroup" column by right-clicking on a column header. Ensure that each employee belongs to a main workgroup. Right-click on the "Main Workgroup" column to assign a main workgroup to the employee.
If the employee creates new projects or customers, these are first created in the main workgroup and can then be assigned to another workgroup.
The next step is to assign customers/projects to the workgroups:
Finally, adjust the rights groups in the next step. Enabling workgroup mode adds the following new rights:
Tasks area:
- View all tasks of the workgroup
- View all tasks of the project employees (if responsible)
Documents area:
- View all documents of the workgroup
- View all documents of the project team members (if responsible)
Reminders section:
- View all reminders for the workgroup
- View all reminders for project staff (if responsible)
Invoicing section:
- View all quotes for the work group
- View all invoices for the workgroup
History section:
- View all entries for the workgroup
- View all entries made by project staff (if responsible)
Customer section:
- View all customers of the workgroup
- View all customers of the responsible projects
Employee management area:
- View all employees in the workgroup
- Assign employees to work groups
- View all employees of your own projects (if responsible)
Notes section:
- View all notes for the workgroup
- View all tasks of project employees (if responsible)
Projects section:
- View projects of other employees in a workgroup
- Assign projects to workgroups
- View all projects for which you are responsible
Services section:
- View all services of the workgroup
- View all services of project employees (if responsible)
Time stamp area:
- View all times of the working group
- View all times of the project staff (if responsible)
The next step is to check the project assignments of the employees.
Then set the responsible employees in the project properties. This completes the transition to workgroups.