Chapter 4. UNDERSTANDING THE WORKFLOW

Table of Contents

Users vs Persons
Companies
Projects
Creating Quotations
Tasks + Hours
Creating Invoices
Enter Invoice Paid Information

Users vs Persons

The separation of users and persons revolves around the idea of those who can login to phpaga (users) and those who are just in the contact database (persons). At this point in time a user can exist, that is a login to phpaga, with associated permissions to use and administrate the system, *without* being part of any project or company. What this means is that you can use phpaga as your contact database, but all of those Persons won't show up in a resource list when you are creating or modifying a project. Only if they have a User defined will they show up in such a popup list.

Permissions for a user, and how they can use the phpaga system must be modified *after* that user is created. Click the "Users" link in ADMINISTRATION section and you'll see a "Users" table. (You can also search of course) If you click the "Login" column, you'll get user details and all of the permissions checkboxes. If you click the "Name" column, you'll get the user's profile (same as you do when you are logged in as yourself, and click the "Profile" link under your named section. All of the various permissions are available here, allowing the administrator to control what other phpaga users can do.