Create custom fields

Custom fields can be created in the customer and project properties, which can be used for evaluation or for information only.

Export / import data

This is basically about the visibility of the option Export / Import.

Create data backup

Backups should only be created by one employee at regular intervals.

Change artwork

You should only have print templates created by one employee.

Edit configuration

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

Edit configuration "ADVANCED"

This limits you to the "User" and "Advanced" tabs.

Edit configuration "SYSTEM"

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

Anonymize employees

If there is a need in your company for employees to be completely anonymized, then you can use this right. That would be e.g. This is the case if the works council wants to ensure that the time recording can not be assigned to an employee.

Prices visible

This law regulates the visibility of prices. Both internal and external prices, price per unit. Throughout the system, no prices are visible without this right.

System messages received

System messages, such as an update notification. This right should only be owned by one person in the system.

Allow update check on the Internet

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

Import updates in the network

The employee has the right to also update 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.

See all application logs of the company

You get access to the logs of the executed programs of all employees.

View / delete application log

Any program you open and work with will be recognized by the Xpert-Timer and the time you use it will be logged.

See the application log of the workgroups

You get access to the logs of the running programs of all employees of your work group

Create / view / edit / delete application protocol configuration

You can change the settings of the application log.

See all the tasks of the company

You need this right if you want all the tasks of the company to be visible to you.

Send task to other employees

Assign a task to another employee for editing.

Edit / delete tasks of other employees

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

Create / view / edit / delete tasks

To see your own tasks, choose from these self-explanatory rights.

See tasks in the general task pool

The Common Task Pool includes tasks that have not been specifically assigned to an employee. Every employee can use it.

Start tasks

Start the time tracking on a task. If you never book times on assignments, you should take this right to ensure that it does not happen accidentally.

Create / edit / delete task category

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

Create / edit / delete task template

Task Management is a cross-project view of tasks. Here all created tasks are listed.

Open task management

Tasks Templates are task packages that serve as templates for projects. So you do not need to create the same tasks for every project. However, to keep track, you should designate people who can create these packages or templates.

Project Manager sees all the tasks of his project staff

All tasks of his project staff become visible to the project manager when this right is assigned.

Change text of task status

You can give the task status own names.

View evaluation

This is the evaluation dialog without restrictions.

View evaluation year / month / week

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

View evaluation Individual times (timestamp)

You get access to the tab "Individual times" in the evaluation dialog.

Print evaluation

With this right the employee is allowed to print out the evaluations.

Export evaluation

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

See all the company's accounting records

If you want to or are allowed to see all the company's accounting archives, you need this right.

Create / view / edit / delete journal archive

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

Open the Booking Archive Manager

Here you can restrict access to the Booking Archive Manager.

See all documents of the company

You have visibility rights to all company documents.

Create / view / edit / delete documents

You can attach documents to any project.

Create / edit / delete document folder

Documents can be summarized in document folders.

Open document management

Sometimes the management of documents should only be done by individuals. Here you can restrict access to the administration.

Document Management - Change configuration

In the configuration you can set the security level of the document as well as the permitted document changes. This is the "Document Management" tab in the configuration.

Project manager sees all documents of his projects

Project leaders need this right to see all the documents of their project staff.

See all the memories of the company

This right allows you to see all the memories of the company.

Create reminders

Allows you to create reminders about objects (customers, projects, tasks)

Show / edit / delete reminders

This right makes the memories to the objects visible, editable and erasable.

Project Manager sees all the memories of his project staff

Project leaders need this right to see all the memories of their project staff.

See all  quotes of the company

This right allows you to see all offers of the company.

See all the bills of the company

You may or should receive all company invoices.

Create quote

Herewith you get the right to create offers.

Edit / delete / show / print offer

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

Open  quote PDF

Opening offer PDF is allowed here.

Create an invoice

Here you get the right to create invoices.

Edit / print / delete / display invoice

To view, edit, print or delete invoices, you need these rights.

Open Invoice PDF

This right allows you to open the .pdf invoices.

Open billing administration

Invoice management is an overarching view of invoices. Here all created bills are listed.

See all entries of the company

For you, all entries in the history of the company should or can be visible.

Edit / delete / view history of other employees

Sometimes it is necessary to also display the entries of the colleagues in the activity history. This right displays a button for displaying the activities of all employees in the history.

Show history

Hereby you get the general right to show the activity history in your Xpert-Timer.

Create / edit / delete history

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

Project manager sees all entries of his project staff

In order to see all history entries of his project team members, the project leader needs this right.

See all customers of the company

This right allows the employee to see all customers company-wide and cross-working group. Otherwise, only the clients of his work group are visible.

Create / edit / delete contact

With this you can create, edit or delete contacts.

Show contacts

This right regulates the visibility of the contacts.

Show customers

The client manager is visible, but only the customers who are assigned to the employee.

Create / edit / delete customers

Customers can be managed completely.

Customer in client manager also visible if no project assigned to employee

The client manager is visible, as well as all customers contained therein.

Open client manager

The client manager is included as a menu item in the project manager and can be opened.

Project Manager sees all clients of the projects under his responsibility

Assign this right to the project leader so that he can see all the clients of the projects for which he is responsible.

Create / delete customer selection

In client manager, customers can be grouped into customer groups. Customers can be selected and saved as a customer group with the optional tick next to the customer name.

Show customer selection

To view and select the saved customer groups, this right is necessary.

View / edit / delete performance templates

To see the templates for the project services you need this right. Similarly, to edit and / or delete them.

Create a performance template

If you want to create a new template for a project's performance, you must also have the "Open Performance Template Management" right.

Open Performance Template Management

To process a template at all, this right is necessary.

See all employees of the company

Hereby all employees of the company are visible to you.

Create / view / edit / delete employees

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

Project manager sees all employees of the projects under his responsibility

In order for all employees of the projects under their responsibility to be visible, the project manager needs this right.

Create / edit / delete / display rights group

The rights groups are used to regulate the access in the Xpert-Timer.

See all notes of the company

You need this right if all notes of the company should be visible to you.

Create / edit / delete a note

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

Show notes

Notes can be recorded for projects, customers and tasks. Here you can regulate whether these are visible to the employee.

Create / edit / delete note category

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

Project manager sees all the notes of his project staff

This right allows the project manager to see all the notes of his project staff.

See 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 regulate the visibility of the price lists / price groups for the employee.

See all projects of the company

If you can or should see all projects in the company, you need this right. In addition to the "Assigned projects" tab, you will receive "All projects" and "Project managers" as additional tabs in your project manager. If you work with working groups, the tab "Working group" will be added.

Show totals for team projects

The total for team projects is displayed in the Project Manager. If you remove this right, the display option of the column "Time required (Team)" is dropped

Create project (general)

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

Create project (main project)

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

Create project (subproject)

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

Display / edit / delete project

To view, edit, and delete a project's project properties, you need these three rights.

Start project

In some cases a project will never be started. For example, if the Xpert-Timer is only used as an administration tool. This right allows you to prohibit automatic time tracking when needed.

Assign project to employee

If several employees are planned for a project, they must be assigned to the project. Only the assigned employees see the corresponding project in your project manager.

Delete projects of other employees

This also allows you to delete projects that you have not created yourself.

Archive projects

If a project is completed 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 projects to start retroactively. You have e.g. forget to switch a project and remember this only after 10 minutes. Then you can start the next project retroactively by pressing the CTRL key.

Change project progress

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

Project Manager sees all projects under his responsibility

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

Print project list

This is about the printing of a project list

Open project manager

With this right, you can restrict access to the Project Manager.

Send project reports by e-mail

If required, you can also send these project lists by e-mail. Remove this right if you do not use the e-mail function. Thus, the buttons do not appear in the program and make it clearer.

Change project status

These are the statuses: Active, Completed, Invoiced etc. Employees who complete or settle projects should have this right.

Assign project managers

A project manager should be deposited in the project team. So you know immediately who you need to address questions. With this right, you may define this project manager.

See project time assessment

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

Change text of project status

In the configuration, you can name the custom states of the projects. You need this right to make changes there.

See all the services of the company

If all the services of the company are to be visible to you, you need this right.

Working group leader sees all achievements of his working group projects across working groups

If one of your workforce from your work group works in another work group within the enterprise, you gain access to its work created in the other work group.

Create / edit / delete service category

You can create, edit and delete service categories.

Open power management

The service administration offers an overview of all incurred project services for projects.

Create / edit / delete project performance

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

Show project performance

To see the options of the project services in the program, you need this right.

Project Manager sees all services of his project staff

Assign this right to the project leader so that he can see all the achievements of his project team members.

Create / edit / delete project types

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

See all synchronizations of the company

This right gives you access to the list of synchronization runs throughout the enterprise. You will find the list in the employee administration.

May synchronize via a database connection

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

May sync via an XTSyncServer connection

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

May sync via PC

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

May sync via smart phone (Android)

You need this right if you use an Android smart phone / tablet to sync.

View sync accounts

In the user management there is an overview of the synchronization accounts. This right governs access to it.

Create / edit / delete synchronization account

This controls access to the configuration of synchronization accounts.

Create / edit / delete activity

With this right you can create, edit and delete new activities.

View activity

This gives you the right to see all activities.

Create / edit / delete text module

Text modules can be used in almost all text fields in the Xpert-Timer. Here you can manage the administration of these text modules.

Display text modules

This right is urgently needed for the other rights to access the text modules.

See all times of the company

This will show you all recorded times in Xpert-Timer system. Even your colleagues.

Allow change of billing status

A timestamp may e.g. Receive the billing status "Do not charge".

Working group leader sees all times of his work group projects across working groups

If one of your workforce from your work group is working in another work group in the enterprise, you will gain access to its recorded times created in the other work group.

Project Manager sees all times of his project staff

This regulates the visibility of all times of its project staff for the project manager.

Times apply when project completed

Although a project has the status "Completed", times can still be booked on this project.

Change / delete time stamp of other employees

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

Show timestamp

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

Edit timestamp

Allows you to edit the collected timestamps.

Edit timestamp (comment only)

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

Delete timestamp

This allows the deletion of recorded times.

Add time stamp

This allows you to record times manually later.