What Security Roles are Available?

There are many different built-in security roles, which provide users with access to specific applications.  Once you have identified the right role, you’ll want to assign the security role to an employee. 

Below are a few of our most commonly used security roles.  There are many additional roles available, and you can even create custom security roles.

Category and App from the drop down. We will see role based access from few apps.

Projects App

Click the ‘+’ symbol icon to select a role.

-Super Users will have access to all apps.

-Project Manager will be able to access the firm and entire projects

-Project Super user has access to manage project billing rate.

-System administrator can access the firm, entire configuration module. 

-Your selections will be listed under Selected Roles.

Customers App

Click the ‘+’ symbol icon to select a role.

-Sales Managers will be able to access firm and entire sales module.

-Sales person expense reporting and sales module.

-Your selections will be listed under Selected Roles.

Invoices App

Click the ‘+’ symbol icon to select a role.

-Invoicing receivable manager will be able to access firm and entire invoicing.

-Invoice reports manager has access to view invoice reports.

-Your selections will be listed under Selected Roles.

As like the above examples, you can select role based access to other apps.