Security Profiles

The Security Profiles screen enables you to assign pre-defined security profiles to various employees or vendors. You can assign these profiles using the Security Profiles option in the Security screen or via the Employee or Vendor screen itself.

Click the Security Profiles button to open the Security Profile screen. You can load an existing profile, or save the current set of security permissions as a new profile. If a new name is not entered for an existing profile after modifications, the settings are saved under the current profile (updated). Security profiles, such as Time and Expense Only, can be assigned to employees and vendors on the General Tab of their profile screens as well. You can define other profiles, or modify existing ones, then assign these to the employees or vendors.

Web Suite installs the following standard set of security profiles. Click the following links to view permission details:

• Billing Only

   

  The Billing Only option enables limited access to the employee for Billing Functions, Invoice Review, etc.

   

  Module	Permission
  Activity	User has all permissions except for Delete options.
  Billing Schedule	User has all permissions except for Delete options.
  Archive-Restore	User has no permissions.
  Billing Functions	User has all permissions for billing.
  Budget	User has all permissions except for Delete options.
  Client	User has all permissions except for Delete options.
  Company Information	User has no permissions.
  Time Entry	User has all permissions except for Edit Billed entries and Allow Adjust Date.
  Employee	User has all permissions except for Delete options.
  Expense Log	User has all permissions except for Edit Billed entries and Allow Adjust Date.
  Service Fee Schedule	User has all permissions except for Delete options.
  Expense Fee Schedule	User has all permissions except for Delete options.
  Invoice Review	User has all permissions.
  Payment Screen	User has all permissions except for Delete options.
  Preferences	User has all permissions.
  Project Screen	User has all permissions except for Delete options.
  Standard Reports	User has all permissions.
  Custom Reports	User has no permissions.
  More Reports	User has no permissions.
  Global Settings	User has no permissions.
  Expense Code	User has all permissions except for Delete options.
  Utilities Menu	User has no permissions.
  Timer	User has all permissions.
  Import	User has no permissions.
  Export	User has no permissions.
  Reminder	User has read-only permissions.
  Find Screen	User has all permissions.
  Security	User has no permissions.
  Vendor	User has all permissions except Delete options.
  Custom Labels	User has no permissions.
  Project Control	User has no permissions.
  QuickBooks®	User has no permissions.

   

• Default Access

   

  Default Access enables employee access according to the default settings in Web Suite.

   

  Module	Permission
  Activity Screen	User has all permissions.
  Billing Schedule	User has all permissions.
  Archive-Restore	User has no permissions.
  Billing Functions	User has all permissions for billing.
  Budget Screen	User has all permissions.
  Client Screen	User has all permissions.
  Company Information	User has no permissions.
  Time Entry	User has all permissions except Allow Edit Billed Entries.
  Employee Screen	User has all permissions.
  Expense Log	User has all permissions except Allow Edit Billed Entries.
  Service Fee Schedule	User has all permissions.
  Expense Fee Schedule	User has all permissions.
  Invoice Review	User has all permissions.
  Payment Screen	User has all permissions.
  Preferences	User has all permissions.
  Project Screen	User has all permissions.
  Standard Reports	User has all permissions.
  Custom Reports	User has no permissions.
  More Reports	User has no permissions.
  Global Settings	User has no permissions.
  Expense Screen	User has all permissions.
  Utilities Menu	User has no permissions.
  Timer	User has all permissions.
  Import	User has no permissions.
  Export	User has no permissions.
  Reminder	User has no permissions.
  Find Screen	User has all permissions.
  Security	User has no permissions except Allow Read.
  Vendor	User has all permissions.
  Custom Labels	User has no permissions.
  Project Control	User has no permissions.
  QuickBooks	User has no permissions.

   

• Full Access

   

  Full Access gives the employee complete access to all screens and functions of Web Suite. It enables the user to view and make changes to records.

   

  Module	Permission
  Activity	User has all permissions.
  Billing Schedule	User has all permissions.
  Archive-Restore	User has all permissions.
  Billing Functions	User has all permissions.
  Budget Screen	User has all permissions.
  Client Screen	User has all permissions.
  Company Information	User has all permissions.
  Time Entry	User has all permissions.
  Employee Screen	User has all permissions.
  Expense Log	User has all permissions.
  Service Fee Schedule	User has all permissions.
  Expense Fee Schedule	User has all permissions.
  Invoice Review	User has all permissions.
  Payment Screen	User has all permissions.
  Preferences	User has all permissions.
  Project Screen	User has all permissions.
  Standard Reports	User has all permissions.
  Custom Reports	User has all permissions.
  More Reports	User has all permissions.
  Global Settings	User has all permissions.
  Expense Screen	User has all permissions.
  Utilities Menu	User has all permissions.
  Timer	User has all permissions.
  Import	User has all permissions.
  Export	User has all permissions.
  Reminder	User has all permissions.
  Find Screen	User has all permissions.
  Security	User has all permissions.
  Vendor	User has all permissions.
  Custom Labels	User has all permissions.
  Project Control	User has all permissions.
  QuickBooks	User has all permissions.

   

• Manager Level Access

   

  Manager Level Access enables the employee to access most of the functions and features of Web Suite, which are required by a manager except access to Budgets, SFS, EFS, Utilities, Import/ Export, Security, etc.

   

  Module	Permission
  Activity Screen	User has all permissions except for Delete options and Group Print.
  Billing Schedule	User has all permissions for his employees' data.
  Archive-Restore	User has no permissions.
  Billing Functions	User has all permissions for his employees' data.
  Budget Screen	User has all permissions for his employees' data except for Delete options.
  Client Screen	User has all permissions.
  Company Information	User has no permissions.
  Time Entry	User has all permissions for his employees' data except for Edit Billed entries/Approve entries.
  Employee Screen	User has all permissions for his employees' data except for Delete options.
  Expense Log	User has all permissions for his employees' data except for Edit (unbilled entries)/Approve entries, Adjust Date, Mark Paid, Reimburse, Change Status.
  Service Fee Schedule	User has all permissions.
  Expense Fee Schedule	User has all permissions.
  Invoice Review	User has all permissions for his employees' data except for Reverse and Change Invoice Numbers.
  Payment	User has read-only and Print permissions.
  Preferences	User has all permissions.
  Project Screen	User has all permissions for his employees' data except for Delete options.
  Standard Reports	User has all permissions.
  Custom Reports	User has no permissions.
  More Reports	User has no permissions.
  Global Settings	User has no permissions.
  Expense Code	User has all permissions except for Delete options.
  Utilities Menu	User has no permissions.
  Timer	User has all permissions for his employees' data.
  Import	User has no permissions.
  Export	User has no permissions.
  Reminder	User has read-only permissions.
  Find Screen	User has all permissions.
  Security	User has all permissions except for Update and Turn On/Off security.
  Vendor	User has all permissions for his employee data.
  Custom Labels	User has no permissions.
  Project Control	User has all permissions for the projects under him.
  QuickBooks	User has all permissions except for the wizard.

   

• Principal

   

  Principal: Since a principal can typically be the owner or a partner of a company, his security level is similar to the supervisor except he is not allowed to delete data.

   

  Module	Permission
  Activity	User has all permissions except for Delete options.
  Billing Schedule	User has all permissions except for Delete options.
  Archive-Restore	User has all permissions.
  Billing Functions	User has all permissions.
  Budget Screen	User has all permissions except for Delete options.
  Client Screen	User has all permissions except for Delete options.
  Company Information	User has all permissions.
  Time Entry	User has all permissions except for Delete and Edit Billed entries.
  Employee	User has all permissions except for Delete options.
  Expense Log	User has all permissions except for Delete and Edit Billed entries.
  Service Fee Schedule	User has all permissions except for Delete options.
  Expense Fee Schedule	User has all permissions except for Delete options.
  Invoice Review	User has all permissions except for Reverse option.
  Payment Screen	User has all permissions except for Delete option.
  Preferences	User has all permissions.
  Project	User has all permissions except for Delete options.
  Standard Reports	User has all permissions except for Delete options.
  Custom Reports	User has all permissions.
  More Reports	User has all permissions.
  Global Settings	User has all permissions except for Restore options.
  Expense Code	User has all permissions except for Delete options.
  Utilities Menu	User has no permissions.
  Timer	User has all permissions except for Delete options.
  Import	User has all permissions.
  Export	User has all permissions.
  Reminder	User has all permissions.
  Find Screen	User has all permissions.
  Security	User has all permissions for self-only.
  Vendor	User has all permissions except Delete.
  Custom Labels	User has all permissions.
  Project Control	User has all permissions except Delete.
  QuickBooks	User has all permissions.

   

• Time & Expense Only

   

  The Time & Expense Only option enables the employee to access only the Time Entry and Expense Log screen.

   

  Module	Permission
  Activity Screen	User has no permissions.
  Billing Schedule	User has no permissions.
  Archive-Restore	User has no permissions.
  Billing Functions	User has no permissions.
  Budget Screen	User has no permissions.
  Client Screen	User has no permissions.
  Company Information	User has no permissions.
  Time Entry	User has selective permissions to read, add, update, print and delete for self-only.
  Employee Screen	User has no permissions.
  Expense Log	User has selective permissions to read, add, update, print and delete for self-only.
  Service Fee Schedule	User has no permissions.
  Expense Fee Schedule	User has no permissions.
  Invoice Review	User has no permissions.
  Payment Screen	User has no permissions.
  Preferences	User has no permissions.
  Project Screen	User has no permissions.
  Standard Reports	User has no permissions.
  Custom Reports	User has no permissions.
  More Reports	User has no permissions.
  Global Settings	User has no permissions.
  Expense Code	User has no permissions.
  Utilities Menu	User has no permissions.
  Timer	User has no permissions.
  Import	User has no permissions.
  Export	User has no permissions.
  Reminder	User has no permissions.
  Find Screen	User has no permissions.
  Security	User has no permissions.
  Vendor	User has no permissions.
  Custom Labels	User has no permissions.
  Project Control	User has no permissions.
  QuickBooks	User has all permissions.

   

• Time Entry Only

   

  Time Entry Only enables the employee to make only time entries in the time entry screen.

   

  Module	Permission
  Activity Screen	User has no permissions.
  Billing Schedule	User has no permissions.
  Archive-Restore	User has no permissions.
  Billing Functions	User has no permissions.
  Budget Screen	User has no permissions.
  Client Screen	User has no permissions.
  Company Information	User has no permissions.
  Time Entry	User has selective permissions to read, add, update, print and delete for self-only.
  Employee	User has no permissions.
  Expense Log	User has no permissions.
  Service Fee Schedule	User has no permissions.
  Expense Fee Schedule	User has no permissions.
  Invoice Review	User has no permissions.
  Payment	User has no permissions.
  Preferences	User has no permissions.
  Project Screen	User has no permissions.
  Standard Reports	User has no permissions.
  Custom Reports	User has no permissions.
  More Reports	User has no permissions.
  Global Settings	User has no permissions.
  Expense Code	User has no permissions.
  Utilities Menu	User has no permissions.
  Timer	User has no permissions.
  Import	User has no permissions.
  Export	User has no permissions.
  Reminder	User has no permissions.
  Find Screen	User has no permissions.
  Security	User has no permissions.
  Vendor	User has no permissions.
  Custom Labels	User has no permissions.
  Project Control	User has no permissions.
  QuickBooks	User has all permissions.

   

   

Security Profiles Button Panel

Help:

Opens the Web Suite Help in the Security Profiles screen.

Delete:

Deletes only the custom security settings assigned to the selected employee or vendor.

Save:

Saves the newly created or modified security profile.

Load:

Apply the selected security profile to the specific employee or vendor.

Return:

Closes the Security Profiles screen.

Whenever any change is made to the standard security profile, it becomes a new security setting and is categorized under custom for the specific employee or vendor.