Why some items in the main menu of Easy Projects are not available?

General Questions
 
In Easy Projects some menu items and buttons (like Portfolios, Import from CSV) may be unavailable for a user because of lack of the user permissions or inactive features.

Portfolios
In order to make the menu item 'Portfolios' available under the 'Projects & Tasks' menu for all users


log in to your EP account as 'Administrator' user and tick the box 'Show portfolios' at:
'User menu' -> 'Settings' -> 'General' -> 'Advanced settings' tab:


Click 'Apply' button in order for the change to take effect. As a result the 'Portfolios' item will become available under the 'Projects & Tasks' menu:



Import from CSV
If users don't have specific permissions (see the list below) the 'Import from CSV' functionality is not available for them:



In order to enable the functionality enable the 'Manage system settings' permission in his/her global role first. Apart from this:

Import projects from CSV feature requires 'Add projects' permission to be enabled in the user global role;
Import activities from CSV feature requires 'Add tasks' permission to be enabled in the user role (in a project if the user is a project member or in the global role if not a project member);
Import time entries from CSV feature requires 'Time entries - Add own' / 'Add for someone else' permissions to be enabled in the user role;
Import customers from CSV feature requires 'Manage customers' permission to be enabled in the user global role;
Import users from CSV feature requires 'Manage system settings' permission to be enabled in the user global role.




Reports
In order to make the menu 'Reports' available for a user:


give this user the right to access common reports in his/her global role: tick the box 'Access common reports' and click 'Save' button in order for the change to take effect:


In order to have an access to a customer representative report and report generator, give a user the right to 'Access customer representative report' and 'Access report generator' by ticking corresponding boxes in a user global role.