General Security

 

This area of the System Settings page allows you to choose if the group users can have administrative permissions for various areas of the system and set reporting and financial view permissions.

 

Administrator Security Option

Description (if enabled)

Project

  1. Can change an existing project’s Project Code and Project Name

  2. Can create new projects

  3. Can delete existing projects

Timesheet

Can view all draft, submitted, approved and rejected timesheets (viewed in My Work > My Approvals), regardless of whether you are a specific user’s Timesheet Approver (as set in Admin > Users > User Profile)

Absence Request

Can view all draft, submitted, approved and rejected absence requests for all users (viewed in My Work > My Approvals), regardless of whether you are a specific user’s Absence Approver (as set in Admin > Users > User Profile)

Expenses

Can view all draft, submitted, approved and rejected expense sheets for all users (viewed in My Work > My Approvals), regardless of whether you are a specific user’s Expenses Approver (as set in Admin > Users > User Profile)

Purchase Order

Can view all draft, submitted, approved and rejected expense sheets for all users (viewed in My Work > My Approvals), regardless of whether you are a specific user’s Purchase Order Approver (as set in Admin > Users > User Profile)

Purchase Invoice

Can view all draft, submitted, approved and rejected expense sheets for all users (viewed in My Work > My Approvals)

API User

Can login to the API service and have the ability to write to Contact, Client and Supplier sections as well as having all data available on a read-only basis

Financial User Rates

 

Can View User Cost Rates

  1. Can view individual users’ Hourly cost rates in the Admin > Users > User Profile section

  2. Can view the cost rates of Workers who have been budgeted to Tasks in Fee Allocation/Estimates project screens.

  3. Can view the cost rates of Workers who have been resourced to Tasks (Projects > Gantt or Project > Work Structure)

Can View User Charge Rates

  1. Can view individual users’ Hourly charge out rates in the Admin > Users > User Profile section

  2. Can view the charge rates of Workers who have been budgeted to Tasks in Fee Allocation/Estimates project screens.

  3. Can view the charge rates of Workers who have been resourced to Tasks (Projects > Gantt or Project > Work Structure)

Can View User Profit/Margin

  1. Can view the profit/margin of Workers who have been budgeted to Tasks in Fee Allocation/Estimates project screens.

  2. Can view the profit/margin of Workers who have been resourced to Tasks (Projects > Gantt or Project > Work Structure)

Financial Project Values

 

Can View Project Costs

Can view the project budget cost values budgeted to Tasks in Fee Allocation/Estimates project screens.

Can View Project Fee/Charge

Can view the project budget fee/charge values budgeted to Tasks in Fee Allocation/Estimates project screens.

Can View Project Profit/Margin

Can view the project budget profit/margin values budgeted to Tasks in Fee Allocation/Estimates project screens.

Can View Financial Details

Can view the Financial Details box in Task Details via (Projects > Gantt or Project > Work Structure* or Project > Resources)

Reporting

 

Can View All Reports

Can view all reports available  in the main Reports list

 

Note: If this is not ticked, users in this group will not be able to see any reports by default, and specific reports will need to be enabled in the Reporting Permissions section

Can Use Report Builder

Can access the Report Builder tool from the main Reports list

Default page viewed after login

Set the default page seen by users in this security group after login.


 

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