Staff - Roles

Account Manager

Grants access to jobs, time records, client reports and purchase reports.

Bill Final

Grants the ability to finalise invoices.

Billing

Grants access to fee schedules, income, sales invoices, discounts and time selling rates.

Billing Supervisor

Grants enhanced billing permissions.

Client Structure Administrator

Grants the ability to add, delete or modify clients, projects and activities.

Client Structure View

Grants read-only access to the client structure.

Company Administrator

Grants the ability to add, delete and modify calendars, departments, report filters, roles, schedules, suppliers and VAT rates.

Company Staff Administrator

Grants the ability to amend staff details and their Prompt configuration.

Company Static Data

Grants the ability to add, delete and modify departments, job titles and report filters.

Company View

Grants read-only access to calendars, departments and job titles.

Cost Schedules

Grants the ability to configure cost schedules and client cost schedules.

Department Holiday entitlement

Grants the ability to allocate holiday entitlement to staff members.

Export Data

Grants the ability to perform any export under Reports > Export.

Financial Controller

Grants the ability to add, delete and modify fee schedules, income, discounts and time selling rates. Also grants access to client reports and sales/purchase reports.

Holiday Administrator

Grants the ability to configure the holiday add-on.

Holiday Approve

Grants the ability to approve staff members’ holiday requests. The names of these staff members can be specified on the Delegates page.

Holiday Company Approve

Grants the ability to approve holiday requests from anyone in the company (except their own holiday requests).

Holiday Department Approve

Grants the ability to approve holiday requests from anyone in the same department (except their own holiday requests).

Holiday Notification

Grants the ability to receive email notifications for staff members’ holiday requests. The names of these staff members can be specified on the Delegates page.

Holiday Notification for Company

Grants the ability to receive email notifications for holiday requests from anyone in the company (except their own holiday requests).

Holiday Notification for Dept

Grants the ability to receive email notifications for holiday requests from anyone in the same department (except their own holiday requests).

Holiday Req/Cancel for Company

Grants the ability to request/cancel holidays on behalf of anyone in the company.

Holiday Req/Cancel for Department

Grants the ability to request/cancel holidays on behalf of anyone in the same department.

Holiday Request/Cancel

Grants the ability to request/cancel holidays for oneself and on behalf of other staff members. The names of these staff members can be specified on the Delegates page.

Holiday Supervisor

Grants the ability to override rules relating to holiday requests.

Import Data

Grants the ability to perform any import under Reports > Import.

Job Buyer

Grants access to job estimates, purchase orders and supplier invoices.

Job Maintenance

Grants access to job estimates and purchase order reconciliation.

Job Reporting

Grants access to all job reporting options.

Job Supervisor

Grants the ability to add, delete and modify jobs and estimates.

Purchases

Grants the ability to add, delete and modify purchase orders and supplier invoices.

Reports Admin

Grants the ability to view all reports under Reports > Admin Reports.

Reports Audit

Grants the ability to view all reports under Reports > Audit Reports.

Reports Client

Grants the ability to view all reports under Reports > Client Reports.

Reports Department

Grants the ability to view all reports under Reports > Department Reports.

Reports Organisation

Grants the ability to view all reports under Reports > Organisation Reports.

Reports Permission

Grants the ability to view all reports under Reports > Permission Reports.

Reports Personnel

Grants the ability to view all reports under Reports > Personnel Reports.

Reports Salary

Grants the ability to view all reports under Reports > Salary Reports.

Reports Sales / Purchase

Grants the ability to view all reports under Reports > Sales / Purchase Reports.

Sick Recording for Company

Grants the ability to record sickness for anyone in the company (except their own sickness).

Sick Recording for Department

Grants the ability to record sickness for anyone in the same department (except their own sickness).

Sickness Administrator

Grants the ability to configure the sickness settings.

Sickness Recording

Grants the ability to record sickness for other staff members. The names of these staff members can be specified on the Delegates page.

Staff Administrator

Grants the ability to add/modify staff members and time approval groups.

Staff Rates

Grants the ability to view a staff member’s cost rate.

Staff View

Grants read-only access to staff details.

Time Entry (All Clients)

Time Entry (Jobs)

Time Entry (non-Job)

The three roles that should be granted to a user with unrestricted time recording privileges.

Time Entry (Departmental Clients)

Time Entry (Jobs)

Time Entry (non-Job)

The three roles that should be granted to a user with time recording privileges that are subject to department-wide restrictions.

Time Entry (Staff's own Clients)

Time Entry (Jobs)

Time Entry (non-Job)

The three roles that should be granted to a user with time recording privileges that are subject to individual restrictions.

Time Entry For Company

Grants the ability to record time on behalf of anyone in the company (except their own time).

Time Entry For Department

Grants the ability to record time on behalf of anyone in the same department (except their own time).

Time Entry Supervisor

Grants the ability to unposted timesheets.