Security Level (login access)

Each employee must be assigned to a Security Level that defines what views and tools he or she is able to access. There are 5 pre-defined security levels. Others security levels may have been created by your administrator.

Select the security level which best fits the employee. A more comprehensive explanation can be found in 'Pre-Defined Security Groups'

The default selection for each new employee is 'Time and Expense Entry'. This provides the employee with access to only his or her own time and expense entry views.

• 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.
    

EMPLOYEES

Basics

How to add an employee

Change password?

Adding hourly rates for a new employee

Login access

Complete Employee Properties

Employee FAQs

Operational Questions

Free up a license

Copy an employee's assignments

Deactivate an employee

What is Limited Access?

Approval workflow