Visibility

Certain features or attributes may not be present, this is because their visibility is dependent on the permissions granted by the user’s role, if the third party, user type and schema attribute are enabled along with if the user is an administrator of a user type or third party and if the user is an approver of a user type.

When changing visibility by roles, please log off and on again to fully enact changes.

Visibility by roles

A user's role determines what sections or headers and side navigation they have access to as well as the ability to view, create, edit or delete details.

Visibility by read permissions

Roles with read permissions allow users to view sections, their side navigation and the details within them but not to create, modify or delete them.

Read Permissions

Visible Headers

Visible Side Navigation

View all users

All users (helpdesk)

Run reports

Report Header

My Scheduled reports

Download a report

All scheduled reports

View third parties

Administration Header

Third parties

View user types

Administration Header

User types

View roles

Administration Header

Roles

View lifecycle rules

Administration Header

Lifecycle rules

View mail templates

Administration Header

Mail templates

View name-value pairs

Administration Header

Name-value pairs

View schema attributes

Administration Header

Schema

View settings

Administration Header

Settings

View audit log

Administration Header

Audit log

Visibility by write permissions

Roles with write permissions allow users to view sections, their side navigation and the details within them as well as create, modify or delete them.

Write Permissions

Visible Headers

Visible Side Navigation

Create reports

Report Header

 

Manage third party

Administration Header

Third parties

Manage user types

Administration Header

User types

Manage roles

Administration Header

Roles

Manage lifecycle rules

Administration Header

Lifecycle rules

Manage mail templates

Administration Header

Mail templates

Manage name-value pairs

Administration Header

Name-value pairs

Manage schema attributes

Administration Header

Schema

Manage settings

Administration Header

Settings

Write Permissions

Visible Buttons

Bulk add users

Bulk add button within users

Visibility by administrator

Administrator of

Visible Side Navigation

Third party

Users within that Third party

User type

Users within that user type

Visibility by approver

Approver of

Visible Headers

User type

Approvals

Visibility by enabled

When Enabled

Visible within forms

Third party

Third party selectable within user form

User type

User Type selectable within user form

Schema attribute

Attribute selectable within user type form

Contract based enabled for user type

Add contract button for existing users and attributes to add a contract to a new user

Bulk load enabled for user type

User type selectable within user form when bulk adding users

Visibility examples

Below are some examples of how visibility changes within UMT depending on user permissions.

UMT sections

Below is a user who has no view or managing permissions of any administration sub-section such as third parties or user types.

limited header.png

Below is a user with view or managing permissions of an administration sub-section such as third parties or user types.

unlimited header.png

Users section

Below is a user who is not an observer of any user types and does not have a role permission to view all users.

no observer or helpdesk.png

Below is a user who has a role assigned as user type observer of "Purchaser", "Employee" and Supplier" user types, and has the permission to view all users.

observer and helpdesk.png

Below is a user who does not have a role with the permission to bulk add users.

no bulk add.png

Below is a user who does have a role with the permission to bulk add users.

yes bulk add.png

Administration section

Below is a user who only has view or managing permissions of settings, allowing the "Administration" header and Settings to be visible but no other sub-section.

admin only settings.png

Below is a user who has view or managing permissions of all Administration sub-sections making all visible.

admin all.png

Reports section

Below is a user with no permission to create reports making them greyed out and un-selectable.

no report.png

Below is a user with permission to create reports making them coloured and selectable.

yes report.png