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.
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 |