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In Chase, a user will have access to functionality based on a combination of their License Type and User Rights. A License Type will allow you to log into Chase and access functionalities based on your license. User Rights are given to a user to control which areas of Chase they will have access to. An in-depth explanation and examples have been provided below.  

Chase Licenses

Chase licenses are best explained using the following target roles.


  • Timesheets - this license is typically used by creative and DTP departments.
  • Chase Lite - this license is typically used by client service departments. 

  • Chase Full - this license is typically used by the Production, Finance, and Traffic departments as well as Administrators.

    Each license is typically associated with a set of User Rights which will give you permission to access different areas within Chase. 

    Two tables have been provided below. Click the expandable options to view these tables as required. 

    - The first table provides a summary of features available with each license. 

    - The second table provides a detailed breakdown of the License Types, Roles, function in Chase, and recommended User Rights. 



 License and feature breakdown

Feature

Chase Full

Chase Lite

TimeSheet

Timesheet & Task List

General docs

My Reports

Clients


General Reports


Jobs


Planning (Traffic) Tools


Suppliers



Financial Docs



Financial Reports



Export Wizard



Configuration Tools



Chase Full: Some specific functionalities may depend on allocated user rights.

 License, Role and access breakdown

License

Role

Typical function in Chase

 

Typical user rights

Timesheet

Creative/ Resource

GU







Lite


Client Service





All of the above and


GUC

Traffic/Agency Management/Project management







All of the above and

GUCT







Full

Production

All Lite and Timesheet functions plus

GUCP

Finance

All of the above and

GUCPF

Admin

All of the above and Config/Settings (back-end)

GUCPFSAXM


User Rights and Access Rights

Users Rights are given to users and are associated with the functionality. Chase User Rights are assigned using codes (a list of letters) that will give a user the ability to use the functions associated with those codes. If they don't have the required rights, they will be denied access to the functionality. All User Rights are dependent on the type of licenses they are given.  For example, a Junior Finance User will be able to create Invoices and Supplier Invoices with the letters GUCPF, but a Senior Finance User will be able to create Invoices, Supplier invoices and pull financial reports with the letters GUCPFS. Both users have the same license type but slightly different assigned user rights (letters).


Chase functionality is first limited by license type, then user rights. For example, a User with a Timesheets license who needs to create jobs cannot simply be given additional user rights, but would need their license upgraded to Lite or Full.


Access Rights are given to pieces of functionality with control over the ability to view, edit, create, delete, or any combination of these actions. This will allow you to restrict access to formsbuttons, and reports for selected users through the use of access rights codes (specific letters of the alphabet). For example, if a Production user is assigned GUCP user rights and you want them to be able to view finance-specific documents, then you will add a P code on the Can View column for those documents. For more details on how to change or assign rights to users please follow this help topic: Changing or assigning rights to a User

User Rights breakdown

Below is a table listing the available User Right codes (letters) and the functionality they are typically associated with. Note - your setup may not directly conform to the given names, as the nature of the Access Rights and User Rights allows for extensive customisation. 

User RightsName
GGuest
UUser
CClient Service
PProduction
TTraffic
FFinance
AAdministrator
SSuper
IInternal
MMedia
XExecutive
WPassword Admin


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