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Security Profiles

Updated

Overview

The Security Profiles screen enables you to create and customize company-level profiles for security permissions. BQE CORE comes with a standard set of security profiles to get you started. However, you can customize an existing security profile or save the current set of security permissions as a new profile. Security profiles such as Time & Expense or Full Access can be assigned to employees and vendors using the Security Permissions, Employees, or Vendors screen. Click to watch this video on managing security profiles in CORE.

On the Security Profiles screen, you can also review existing profiles and their usage directly from the list view. The grid provides a quick view of each profile along with key details. 

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CORE has the following set of standard security templates, which can be further customized. If you customize a security profile, CORE automatically updates the security permissions for those users who have been assigned that profile. However, the security profile of the Owner account is Full Access by default and you cannot change it. Also, you cannot delete profiles that are in use and default system security profiles.

  • Billing and A/P: This security profile allows full access to the billing, accounts receivable and accounts payable functions in CORE, but selective or no access for other screens.
  • Billing Only: This security profile allows full access to the billing functions in CORE, but selective or no access for other screens.
  • CRM Administrator: This security profile allows full access to the CRM functions in CORE, but selective access for other screens. A CRM Admin user has permissions to view CRM-related data of all employees in the company.
  • Full Access: This security profile allows full access to all functions in CORE, but selective access for time and expense screens. If there is only one Full Access user in the company, CORE does not allow changing that employee's status to Inactive or Terminated.
  • HR Administrator: This security profile allows full access to the HR functions in CORE, but selective access for other screens. An HR Admin user has permissions to view HR-related data of all employees in the company.
  • HR Standard: This security profile allows selective read-only access to the HR functions and other screens in CORE.
  • Manager Access + HR Administrator: This security profile allows full access to most of the project management and HR functions in CORE, but selective or no access for other screens.
  • Manager Level Access: This security profile allows full access to most of the project management functions in CORE, but selective or no access for other screens.
  • Principal: This security profile allows full access to most of the functions in CORE, but selective or no access for specialized screens such as A/P and A/R.
  • Time and Expense: This security profile allows selective access to the time and expense functions in CORE, but no access for other screens.
  • Time and Expense + HR Standard: This security profile allows selective access to the time and expense functions and read-only access to the HR functions in CORE, but no access for other screens.
  • Time Entry: This security profile allows selective access to the time entry functions in CORE, but no access for other screens.

Check out details about the security permissions of each profile. You can also check the Security FAQs.

How To

Create New Profiles

Assign Security Profiles

Customize Security Profiles

Create New Profiles

CORE allows Admin users or Owner to create a new profile by mixing existing security profiles. The new profile contains all security settings from the selected security profiles. You can also edit the name of the custom security profiles.

To create a new security profile, watch this video or follow these steps:

  1. Open the Security Profiles screen from the side menu > Settings > Access & Permissions.
  2. On the Security Profiles screen, click Create New Profile.


     
  3. On the Create New Profile dialog, enter a new Profile Name.
  4. Select the existing security profiles from the list that you want to mix.
  5. Click Create. The new profile is added to the list. 
  6. In the list view, click on the new profile row and select View Details.
  7. On the Edit Profile > Screens tab, make the desired changes to the assigned security permissions by checking or un-checking the corresponding options.


     
  8. You can also set permissions for the CORE reports on the Reports tab.
  9. Enable the Show allowed screens only toggle. The permission list displays only the screens and permissions that are currently enabled for the selected security profile. Disable the toggle to display the complete list of available permissions again.
  10. You can use the Search field to locate specific permissions. The permission list displays matching results as you type, allowing you to quickly find permissions without scrolling through the full list.
  11. When you have finished, click Overwrite Profile or Save As New Profile. Your settings are saved now.

Assign Security Profiles

You can assign the security profiles to your employees or vendors from the respective screens. Alternatively, you can do so from here as well. This option is not available in sample databases.

The Assigned To column in the list view displays the number of users associated with each profile. You can click this value to open a dialog displaying the assigned users. This allows you to quickly review profile usage without navigating away from the screen.

To assign a security profile to a user, watch this video or follow these steps:

  1. Open the Security Profiles screen from the side menu > Settings > Access & Permissions.

  2. On the Security Profiles screen, click on the grid for the profile that you want to assign and select Assign Employees.


     
  3. On the Assign To dialog, select the Type (individual, group, etc.) and Name of the user to be assigned the selected security profile.
  4. Click Assign.

Customize Security Profiles

It is easy to edit and customize an existing security profile and then save it under a new name. You can also edit the name of the custom security profiles.

To customize a security profile, watch this video or follow these steps:

  1. Open the Security Profiles screen from the side menu > Settings > Access & Permissions.

  2. On the Security Profiles screen, click on the profile that you want to edit and select View Details.
  3. On the Screens tab, make the desired changes to the assigned security permissions by checking or un-checking the corresponding options. You can also set permissions for the CORE reports on the Reports tab.

  4. Click Save as New Profile
  5. On the Security Profile dialog, enter a new Profile Name so that you do not overwrite any of the default profiles.
  6. Click Save.

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