In this section you will set access rights for roles as to which part of WorkBook the selected role has access. It is only a user with an Admin access that can see the menu item and only Admin users can add new users to the system.
Access rights for roles
Create new access role
You create a new access role by clicking this button. You can also use the copy button to copy an existing role and then modify it.
You select an access role in the left grid and click the ‘Full access’ or the ‘No access’ radio buttons in the right grid in order to give access to parts of or the entire WorkBook. You are able to change the role title in the ‘Role title’ field and you can add some comments in the ‘Comment’ field.
In the ‘Users’ field you see the current users attached to the selected access role.
In the ‘Employee setup’ tab you can change the access role of each employee. The access role will also be set when creating a new employee.
Employee cross-company access
If you have multiple companies added in your system, you can control exactly what users can access data, and record data, in between companies. As seen from the screenshot below you can set the access privileges very detailed:
Allow login: controls if the user are presented with an option to login to the company, when logging on to the system.
Allow time entry, mileage, material, personal expense, subsistence allowance entry: controls if the user are able to add the entries to jobs belonging to the company.
Allow purchases: controls if the user is able to enter purchases/creditor invoices (from Finance / Creditor Invoice Management) to jobs belonging to the company.
Access to jobs: controls if the user can see jobs belonging to the company.
Can create jobs: controls if the user can add new jobs to the company.
Set job status 0, 1, 2, 3, 4 and 5: controls if the user can set job status to Quotation, In progress, On hold, Ready for invoicing, Invoiced, Cancelled (the reason why we’ve labelled status 0, 1, 2 etc. is that some of our clients has renamed the status codes).
Can setup employees: this controls if the user can access the Employee list and change information.
Allow access to finance: this controls if the user has access to finances from the company.