User Profile

The User Profile tab in an Employee Details record that contains the employee's set of system access settings.

These settings control the employee's access to screens, features and functions.

Changes you make to the User Profile will override system access settings that have been applied to an employee through their position.

System Access Levels

You should give careful consideration to the permissions granted to each employee.

The User Profile provides you with a granular way of assigning an employee an access level. Typical access levels include:

High-Level Access

An employee with administrator-level access has complete freedom to enable and disable system options.
Medium-Level Access

An employee with manage-level access typically can set up projects, approve time and expenses, manage budgets and access reports.
Low-Level Access

An employee with standard access typically can make time and expense entries, work in the Staff Planner and access a limited set of reports relating to their own data.

To make changes to User Profile settings, carry out the following steps:

Open the Editview in the left-hand pane.
Click Employees in the left-hand pane.
The Employees window opens in the main workspace. Select the employee whose user profile you want to change.
Click EDIT.
The relevant employee record becomes editable. Open the User Profile tab.
Scroll down through the list of settings and make the necessary changes.
Click SUBMIT to save your changes.