Pre-Defined Security Groups

Each employee entered into the database must be assigned a security group giving that employee access to all or selected parts of the software's components.

 

The software has 5 pre-defined (built-in) security groups designed to meet typical user scenarios. These pre-defined security groups cannot be deleted or modified. If the 5 pre-defined security groups do not meet your needs, you can create new Security Groups and enable/disable access to fit your requirements.

 

The 5 pre-defined security groups are:

 

• Administrator: Users assigned to this security group have access to all areas in the software.

• • Manager: Users have access to projects, tasks, assignments, reports, budgets and other areas required to manage projects.

  • • Team Lead: Users have access to the views used to create projects, tasks, assignments, approve time, etc.

    • • Time and Expense entry: Users only have access to the time and expense entry tools and are only able to view their own entries. Information relating to time rates or time costs is not displayed. Access is also denied to all Administrative functions.

  • Auditor: Users can only view and print reports in the Administrative area. All other views and tools are inaccessible.
    
     

Note: The use of Limited Access further enhances security by limiting what data/information is available to users when they are in the Administrative views and tools permitted by their security group.

 

The following table presents a simplified overview of 'access' to views and tools for each of the pre-defined security groups. Detailed access, read/modify/delete settings for each security group are available in the Security Permissions report.

 

 

Views/Tool	Administrator	Manager	Team Lead	Time & Expense Entry	Auditor
ProjectsThis is the ability to create or edit projects.	x	x	x
ReportsThe Reports view is used by administrative users of the software to report on time and costs across all projects, employees, tasks, etc.	x	x			x
Reports (Legacy)The Legacy Reports Explorer is the older version of the Dovico reporting engine, which is not available to newer clients. It has been superseded by the new Reports view.	x	x			x
Timesheet - Time EntryThe Time Entry view is the view used by all employees to enter their time.	x	x	x	x
Timesheet - Expense EntryThe Expense Entry view is the view used by all employees to enter their expenses.	x	x	x	x
Employee WorkloadThe Employee Workload view is used to see to which projects an employee is assigned	x	x	x
Time & Expense ApprovalThe Time & Expense Approval view is the location used to review, approve or reject submitted employee timesheets, expenses or time lockout exception requests.	x	x	x
WorkflowsThis is the view where the rules that establish which managers must approve submitted time or expenses are set up.	x
Alternate ApprovalsThe Alternate Approvals tab is the location where alternate approving managers can be designated for those situations or periods of time when an approving manager is not available to approve time/expenses.	x	x	x
Time LockoutTime Lockout is an optional feature, which prevents additions or changes to time entries after a specific date.	x
Approval OverrideApproval Override is a function within the Approval view allowing managers or administrators to force the approval of a time or expense sheet and bypass all approval workflows.	x	x
Employee CalendarThis month-at-a-glance view enables a manager to quickly review, edit and reject time entries that have been approved.	x	x	x
Actual Time & CostsActual Time & Costs is a view where an administrator is able to edit the costs (company and client costs) associated with a project's approved time entries.	x
Budgeted ExpensesBudgeted Expenses it the view used by a manager to forecast budgeted expenses for a project.	x	x	x
Approved ExpensesThe Approved Expenses view lists all approved expenses that exist in the database.	x	x	x
Apps & ToolsDovico includes the ability to transmit time and expenses to 3rd party applications and services.	x	x
EmployeesThis is the ability to add or edit employee properties (user id, password, security level, hourly pay/billing rates, etc.	x
ClientsThe Clients view is used to create and manage the clients that can be associated to projects when time and expenses are billable.	x	x
Security - GroupsThe Security Groups tab is used to view pre-defined (built-in) security groups and is used to create custom security groups when the existing ones do not perfectly match your requirements.	x
Security - Limited AccessLimited access is a security option allowing details about certain projects, employees, tasks, task groups and teams to be explicitly open to (or hidden from) VPs, project managers, team leaders and empowered employees .	x
Security - ReportsThe Report Security tab is used to apply user level security to Public reports.	x
Reports Security (Legacy)This is the ability to modify report security for the old Reports Explorer view's reports.	x
Task TemplatesThis is the ability to add or edit Task Templates and their properties.	x	x	x
GroupsThis is the ability to create or edit Groups (used to group employees, projects or tasks)	x	x
Custom FieldsThe Custom Fields view is used to create additional data entry fields permitting users to enter extra information when using the software.	x	x
CurrenciesCurrencies is an optional feature of the software making currency selections available so that expenses, employee wages, and other data contributing to costs can be entered in any of the enabled currencies.	x
RegionsThe Regions view is used to establish specific tax rates on labor and expenses for each region or place of business (country, state, province, county).	x	x
Overtime RatesThe Overtime Rates view is used to establish a prorating (multiplier) which is then assigned to employee Pay Rates and Billing Rate.	x
Reports - PublishThis is the ability to make a private report available to all users (Publish)	x	x
Time Lockout - Bulk UpdateThis option in Security Groups' Tools list allows a user to modify items (time entries, rates, etc.) that are within a Lockout period. When applicable, the user is shown an option to update information in a lockout period.	x
Limited Access  - Bulk AssignThis option in Security Groups' Tools list allows a user to apply Limited Access security to items using the Limited Access tab in Security.	x
Bulk Employee UpdateThe Bulk Employee Update view is used to quickly and easily adjust some employee properties for all or multiple employees.	x
Bulk Time MoveThe Bulk Time Move view gives an administrator the ability to move time entries from one project to another, from one task to another or from project/task to another project/task.	x
Bulk/Holiday Time EntryThe Bulk Time Entry view is used to quickly add a time entry for multiple employees.	x	x	x
Expense CategoriesThis provides access to the Expense Categories view, which is used to create expense groups used by all employee to identify types of expenses.	x	x
Audit TrailThe Export Audit Trail function permits an authorized user to backup or extract audit trail information from the Dovico database.	x
Leave RulesThe Leave Rules view allows a manager to create and apply the policies that determine how much, and how fast, employees can accrue vacation, sick leave, and other types of leave.	x
Time & Expense OptionsThe Time & Expense Options view permits modifications to the time and expense entry screens for each employee by showing or hiding certain data entry or information fields.	x
Job SchedulerThe Job Scheduler view gives an administrator the ability to automate functions such as sending reports and e-mail notifications.	x
CompanyThe Company view is used to configure database preferences.	x