Roles

Roles

Foreword

Roles - or authorisations - are pre-defined and granted within MyForterro. We have mapped the usual business functions one finds in a midmarket manufacturing business. The roles will determine what a user can see or do within Fortee. Roles are inclusive, which means that if a role is restricting access to some information but another role is allowing it, the latter takes over and the user will have access to the information (as opposed to exclusive, where the more restricted takes over).

Discover hereafter the accesses granted by each role.

To assign authorisations to an application, go to the application menu within MyForterro, and find the authorisations icon.

image-20240415-114115.png
MyForterro - Granting authorisations onto an application

 

 

List of roles

Hereafter, you will find all roles available on MyForterro, and their associated permissions.

Accounting

This is mapped to roles with code Sylob_CPT and Sylob_TRE.

Add a reminder

Calculate company outstanding

Calculate the goods and services exchange declaration

Close the projects

Commercial file

Configure the interface with accounting

Create a purchase debit

Create a sales credit

Customise lists

Delete a purchase debit request

Delete a sales credit

Determine balance sheet for projects

Display a purchase debit

Display actual cost prices of the works orders

Display financial statistics

Display planned costs

Display printing jobs

Display projected balance sheet of projects

Display purchase dashboard

Display sales credit

Display sales dashboard

Display stock dashboard

Display stocks

Drive customer follow-up action

Drive customers follow-up actions

Edit purchase debit

Edit sales credit

Engineering

Follow-up financial flows

Follow-up on sales orders

Follow-up project status

Follow-up supplier purchases

Generate SEPA transfers for suppliers

Homepage

Homepage V2

Identify the company

Integrate customer and supplier payments

Interface structures

Item and Technical Data processus

List deliveries

Manage VAT rates

Manage VAT setup

Manage accounting categories

Manage accounts export

Manage additional project costs

Manage bank payment authorisations

Manage cities

Manage company calls

Manage component pre-bookings on project

Manage countries

Manage currencies

Manage customer payments

Manage customer reminders

Manage customers

Manage declaration systems

Manage delivery note terms

Manage documents

Manage employees

Manage expenses and discounts

Manage form identifiers

Manage integration setup

Manage jurisdictions

Manage manual tasks

Manage my profile

Manage natures of account

Manage natures of call

Manage natures of transaction

Manage nominal code

Manage part groups

Manage payment modes

Manage project cash flow

Manage project divisions

Manage project types

Manage projects

Manage setup for taxes by jurisdiction

Manage stock movements

Manage stock valuation reports

Manage supplier payments

Manage suppliers

Manage tax categories

Manage tax groups

Manage taxes

Manage taxes by jurisdiction

Manage taxes by part

Manage terms of payment

Manufacturing process

Modifications tracking from {0}: "{1}"

Order folder

Part folder

Pay suppliers by ETEBAC

Pay suppliers by SEPA transfer

Pay suppliers by cheque from preparations

Pay suppliers from preparations

Pay the suppliers by promissory note from the preparations

Planning

Prepare an accounts export

Prepare supplier payments

Print a bill of exchange

Print a sales credit

Print a transfer note

Print cheques

Print promissory notes

Print reminder letters for customers

Print reminder suggestions

Production

Project file

Projects

Purchase process

Purchasing

Refer a friend

Sales

Sales process

Save a call for a company

Send electronic documents

Stock process

Subcontracting

Supplier file

Track a project

Validate accounts exports

Validate goods and services exchange declaration

Valuate part stocks

Valuate stock checks of the parts

Verify the goods and services exchange declaration

Welcome on Sylob

AccountingProcurement

This is mapped to roles with code Sylob_COF.

Add a reminder

Customise lists

Display printing jobs

Engineering

Generate SEPA transfers for suppliers

Homepage

Homepage V2

Item and Technical Data processus

Manage documents

Manage manual tasks

Manage my profile

Manage supplier payments

Manufacturing process

Planning

Production

Projects

Purchase process

Purchasing

Refer a friend

Sales

Sales process

Send electronic documents

Stock process

Subcontracting

Welcome on Sylob

AccountingSales

This is mapped to roles with code Sylob_COC.

Add a reminder

Customise lists

Display printing jobs

Engineering

Homepage

Homepage V2

Item and Technical Data processus

Manage VAT groups

Manage customer payments

Manage customer reminder levels

Manage customer reminders

Manage customer statements

Manage documents

Manage manual tasks

Manage my profile

Manufacturing process

Planning

Print reminder letters for customers

Production

Projects

Purchase process

Purchasing

Refer a friend

Sales

Sales process

Save customer reminders

Send electronic documents

Stock process

Subcontracting

Welcome on Sylob

Admin

This is mapped to roles with code Fortee_ADM.

Assign roles to activities

Define the general calendar and non-working days

Homepage V2

List accesses of a role or user

Manage anomalies

Manage users

Manufacturing process

Plan tasks

Process EDI messages

Release locks

Engineering

This is mapped to roles with code Sylob_PRO and Mobile_PRO.

Add a reminder

Analyse monthly production

Calculate economic quantity, security stock, and order point

Calculate planned costs

Calculate production capacity

Calculate shortage for the works order

Calculate the actual cost prices of the works orders

Calculate the availability for a part

Calculate workloads

Close a net MRP

Close a production campaign

Create a production campaign

Create works order

Customise lists

Declare time by project

Delete a production campaign

Determine net requirements

Display LP anomalies

Display actual cost prices of the works orders

Display or edit production campaign

Display or edit works order

Display planned costs

Display planning for a resource group

Display printing jobs

Display production dashboard

Display purchase order

Display stocks

Display stocks by storage site

Edit data

Engineering

Enter stock checks

Follow-up batches and series traceability

Follow-up on configurator execution

Follow-up on manufacturing status

Follow-up project status

Follow-up serial number traceability

Generate serial numbers

Generate subcontracting suggestions

Homepage

Homepage V2

Import structure from CAD

Integrate a sales order

Interface structures

Inventory stock

Issue components

Issue components to works order

Issue works order

Item and Technical Data processus

Launch a repair order in production

Launch projects in production

List batches of parts

List configurator use cases

List resource group characteristics

List serial numbers

List use cases for the bill of materials

List use cases of a resource group

Manage FAI

Manage WO types

Manage batch number counters

Manage causes of reject

Manage component pre-bookings on project

Manage configurator conditions

Manage design software properties

Manage documents

Manage downtime

Manage employee authorisations

Manage employee categories

Manage employee schedules

Manage entry scenarios

Manage equipment statuses

Manage events

Manage evolution requests

Manage formula scenarios

Manage formulas

Manage inventory preparation

Manage manual tasks

Manage my profile

Manage part characteristics

Manage part groups

Manage part indexes

Manage parts

Manage question scenarios

Manage questions

Manage reorder suggestions

Manage resource groups

Manage sales forecasts

Manage sections

Manage serial number counters

Manage standard weeks of resource groups

Manage stock movements

Manage storage sites

Manage structures

Manage tool files

Manage unit conversion rates

Manage units

Manufacturing process

Modifications tracking from {0}: "{1}"

Monitor stock value

Monitor works order progress

Order folder

Part folder

Plan operations for finite capacity resource groups

Plan the steps of a project

Planning

Print a note to transfer the part to a company

Print a subcontracting purchase order

Process a subcontracting suggestion to order

Production

Project file

Projects

Purchase process

Purchasing

Receive finished works order

Refer a friend

Replace a component in the structure

Sales

Sales process

Scan workshop time

Scan workshop time from a mobile device

Send electronic documents

Similtaneous works order timesheet

Simplified works order timesheet

Simulate shift of a reorder

Stock process

Subcontracting

Track Works Orders

Track resource group production

Track traceability of batches

Transfer from stock

Transfer parts to a company site

Update stocks

Validate a manufacturing suggestion

Validate a purchase suggestion