Security Profiles: Time and Expense + HR Standard

Time and Expense + HR Standard

This security profile allows selective access to time and expense and read-only access to HR functions in Core, but no access for other modules.

 

Module Name

Permissions

Account Journal

Account Journal

Permissions

Description

Allow read

Allows you to view the account journals.

Allow add new

Allows you to add a new account journal.

Allow update

Allows you to edit the existing account journals.

Allow delete

Allows you to delete an existing account journal.

Allow view details

Allows you to view details of the account journal.

User has no permissions.

Accounts Payable

Accounts Payable

Permissions

Description

Allow add new

Allows you to add new A/P data.

Allow delete

Allows you to delete existing A/P data.

Allow read

Allows you to view the accounts payable data.

Allow update

Allows you to edit the existing A/P data.

Allow view details

Allows you to view the A/P details.

User has no permissions.

Accounts Receivable

Accounts Receivable

Permissions

Description

Allow add new

Allows you to add new A/R data.

Allow delete

Allows you to delete existing A/R data.

Allow read

Allows you to view the accounts receivable data.

Allow update

Allows you to edit the existing A/R data.

User has no permissions.

Activity

Activity

Permissions

Description

Allow access to bill rate and cost rate

Allows you to view the Bill Rate and Cost Rate of activities.

Allow access to Custom Fields

Allows you to view the custom fields of activities.

Allow Activity Group Add New

Allows you to assign groups to the activities.

Allows you to create new activity groups.

Allow Activity Group Delete

Allows you to unassign groups to the activities.

Allows you to delete activity groups.

Allow Activity Group Read

Allows you to view the list of activity groups.

Allows you to view activity groups.

Activity Group Update

Allows you to assign and unassign groups to the activities.

Allows you to edit activity groups.

Allow Add New

Allows you to add a new activity item.

Allow Delete

Allows you to delete existing activity data.

Allow Print

Allows you to print the activity report.

Allow Read

Allows you to view the activity items.

Allow Update

Allows you to edit existing activity data.

disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

User has no permissions.

Allocation and Forecasting

Allocation and Forecasting

Permissions

Description

Allow Access to Allocation of All Employees

Allows you to access allocated hours and units of all other employees.

Allow Add New

Allows adding new data.

Allow copy and paste

Allows copying and pasting data.

Allow Delete

Allows deleting the data.

Allow Print

Allows you to print allocation reports.

Allow Read

Allows viewing the allocations.

Allow Update

Allows you to edit the data.

Allow Update Memo

Allows you to update the memo.

Allow Update Percent Complete

Allows you to update the % Complete value for allocated tasks.

Allow View All Projects

Allows you to view all projects.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

Show amount

Allows you to view forecasting amount.

Show forecasting data

Allows you to view forecasting data.

 

User has selective permissions.

Auto Complete

Auto Complete

Permissions

Description

Allow Add New

Allows adding new entries.

Allow Delete

Allows you to delete the data.

Allow Delete Shared

Allows you to remove the Shared status of entries.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

Allow Update Shared

Allows you to change the Shared status of entries.

User has selective permissions.

Bank Account Journal

Bank Account Journal

Permissions

Description

Allow Add New

Allows you to add a new bank account journal.

Allow Delete

Allows you to delete the data.

Allow Read

Allows you to view the data.

Allow Update

Allows you to edit the existing bank account journals.

Allow View Details

Allows you to view details of the journal.

User has no permissions.

Bill Payment

Bill Payment

Permissions

Description

Allow Add New

Allows you to add new data.

Allow Delete

Allows you to delete the data.

Allow Discount/Credits

Allows you to give discounts and apply credits.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view the data.

Allow Update

Allows you to edit the data.

User has no permissions.

Billing

Billing

Permissions

Description

Allow Apply Discount

Allows applying a discount on the invoice.

Allow Apply Retainer

Allows applying a retainer amount to an invoice.

Allow Bill

Allows you to bill the invoices in the batch mode.

Allow Billing of Other

Manager's Projects

Allows you to bill projects of other managers.

Allow Create Draft Invoices

Allows you to create draft invoices.

Allow Print

Allows printing of the billing reports.

Allow Print/Process

Allows you to print and process the billing records.

Allow Read

Allows you to view the billing data.

Allow Update

Allows you to edit the billing data.

Disable Employee Control

Checked, it does not implement the Employee Control settings in the Invoices screens.

View Expense Details

Allows you to view the expense details.

View Time Details

Allows you to view the time entry details.

User has no permissions.

Billing Schedule

Billing Schedule

Permissions

Description

Allow Add New

Allows you to add a new billing schedule.

Allow Delete

Allows you to delete the data.

Allow Edit Billed

Allows you to edit billed records.

Allow Print

Allows you to print the billing schedule reports.

Allow Read

Allows you to view the billing schedules.

Allow Update

Allows you to edit the existing billing schedules.

User has no permissions.

Budget

Budget

Permissions

Description

Allow access to data of all Employees

Allows you to access the budgets created by all employees.

Allow access to Employees I Manage

Allows you to access the budgets created by employees you  manage.

Allow Add New

Allows you to add a new budget.

Allow Approve

Allows you to approve budgets.

Allow Delete

Allows you to delete a budget.

Allow Print

Allows printing of budget reports.

Allow Read

Allows viewing the budget data.

Allow Submit

Allows you to submit budgets.

Allow Update 

Allows editing of budget data.

Allow Update Approved Budgets

Allows editing of budgets after they are approved.

Delete Budget Row

Allows deleting budget line items.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

Show Bill Rate

Allows you to view the bill rates of line items.

Show Cost Rate

Allows you to view the cost rates of line items.

User has no permissions.

Business Activity Statements

Business Activity Statements

Permissions

Description

Allow New

Allows you to add new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows printing of statements and reports.

Allow Read

Allows viewing the data.

Allow Update 

Allows editing of data.

User has no permissions.

Chart of Accounts

Chart of Accounts

Permissions

Description

Allow Add New

Allows you to create a new account.

Allow Delete

Allows deleting an account.

Allow Print

Allows you to print chart of accounts.

Allow Read

Allows viewing the account data.

Allow Update

Allows you to edit the chart of accounts.

User has no permissions.

Checks

Checks

Permissions

Description

Allow Add New

Allows you to write new checks.

Allow Alignment

Allows you to re-align checks.

Allow Delete

Allows you to delete existing checks.

Allow Print

Allows you to print checks.

Allow Read

Allows viewing the data.

Allow Update

Allows you to edit existing checks.

Disable employee control

Turns off Employee Control settings for this module.

 

User has no permissions.

Class

Class

Permissions

Description

Allow Add New

Allows you to enter new data.

Allow Delete

Allows you to delete the data.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view the data.

Allow Update

Allows you to edit the data.

 

User has no permissions.

Client

Client

Permissions

Description

Allow Access to Client Notes

Allows you to view the client notes.

Allow Access to Custom Fields

Allows you to access the custom fields.

Allow Add New

Allows adding a new client.

Allow Client Contact Delete

Allows deleting an existing client contact.

Allow Client Contact New

Allows adding a new client contact.

Allow Client Contact Read

Allows you to view the client contacts.

Allow Client Contact Update

Allows editing the details of a client contact.

Allow Client Group Add New

Allows you to assign groups to the clients.

Allows you to create new client groups.

Allow Client Group Delete

Allows you to unassign groups to the clients.

Allows you to delete client groups.

Allow Client Group Read

Allows you to view the list of client groups.

Allows you to view client groups.

Allow Client Group Update

Allows you to assign and unassign groups to the clients.

Allows you to edit client groups.

Allow Delete

Allows deleting a client record.

Allow Print

Allows printing client reports.

Allow Read

Allows viewing the client data.

Allow Update

Allows editing the client data.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

Show performance widgets

Allows you to view the Performance tab widgets and info bars.

 

User has no permissions.

Cloud Feeds

Cloud Feeds

Permissions

Description

Allow access to assigned accounts only

Allows you to access feeds only for accounts assigned to you.

Allow Add New

Allows you to add a new cloud feed.

Allow Delete

Allows you to delete the data.

Allow Read

Allows you to view the data.

Allow Update

Allows you to edit the existing cloud feeds.

 

User has no permissions.

Company

Company

Permissions

Description

Allow Read 

Allows you to view the company data.

Allow Update

Allows you to edit the company data.

 

User has no permissions.

Cost Pool

Cost Pool

Permissions

Description

Allow Add New

Allows you to create a new cost pool.

Allow Delete

Allows deleting a cost pool.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the cost pool data.

Allow Update

Allows you to edit the cost pools.

 

User has no permissions.

Credit Card Payment

Credit Card Payment

Permissions

Description

Allow Add New

Allows you to add new credit card payments.

Allow Delete

Allows you to delete existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view the data.

Allow Update

Allows you to edit existing data.

Disable employee control

Turns off Employee Control settings for this module.

 

User has no permissions.

Credit Memo

Credit Memo

Permissions

Description

Allow Access to custom fields

Allows you to access custom fields.

Allow Add New

Allows you to create new credit memos.

Allow Delete

Allows deleting an existing credit memo.

Allow Print

Allows you to print a credit memo.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

 

User has no permissions.

CRM Campaign

CRM Campaign

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Access to custom fields

Allows you to access custom fields.

Allow Access to notes

Allows you to access notes.

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow email

Allows emailing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Campaign Status

CRM Campaign Status

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Campaign Type

CRM Campaign Type

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Commission Profile

CRM Commission Profile

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Competition

CRM Competition

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Email Template

CRM Email Template

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Follow-Up

CRM Follow-Up

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Industry

CRM Industry

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Lead

CRM Lead

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Access to custom fields

Allows you to access custom fields.

Allow Access to notes

Allows you to access notes.

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Delete email history

Allows deleting the email history.

Allow email

Allows emailing data.

Allow lead group Delete

Allows you to unassign groups to the leads.

Allows you to delete lead groups.

Allow lead group new

Allows you to assign groups to the leads.

Allows you to create new lead groups.

Allow lead group read

Allows you to view the list of lead groups.

Allows you to view lead groups.

Allow lead group update

Allows you to assign and unassign groups to the leads.

Allows you to edit lead groups.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Lead Source

CRM Lead Source

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Opportunity

CRM Opportunity

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Access to custom fields

Allows you to access custom fields.

Allow Access to notes

Allows you to access notes.

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow opportunity group Delete

Allows you to unassign groups to the opportunities.

Allows you to delete opportunity groups.

Allow opportunity group new

Allows you to assign groups to the opportunities.

Allows you to create new opportunity groups.

Allow opportunity group read

Allows you to view the list of opportunity groups.

Allows you to view opportunity groups.

Allow opportunity group update

Allows you to assign and unassign groups to the opportunities.

Allows you to edit opportunity groups.

Allow email

Allows emailing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

Allow Update closed amount

Allows editing of the amount.

Allow Update closed date

Allows editing of the date.

 

User has no permissions.

CRM Opportunity Stage

CRM Opportunity Stage

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Opportunity Type

CRM Opportunity Type

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Priority

CRM Priority

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Promotion

CRM Promotion

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Proposal

CRM Proposal

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Delete email history

Allows deleting the email history.

Allow email

Allows emailing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Proposal Template

CRM Proposal Template

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Prospect

CRM Prospect

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Access to custom fields

Allows you to access custom fields.

Allow Access to notes

Allows you to access notes.

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Delete email history

Allows deleting the email history.

Allow email

Allows emailing data.

Allow Print

Allows you to print reports.

Allow prospect contact Delete

Allows deleting contact data.

Allow prospect contact new

Allows you to create new contact data.

Allow prospect contact read

Allows viewing the contact data.

Allow prospect contact update

Allows editing the contact data.

Allow prospect group Delete

Allows you to unassign groups to the prospects.

Allows you to delete prospect groups.

Allow prospect group new

Allows you to assign groups to the prospects.

Allows you to create new prospect groups.

Allow prospect group read

Allows you to view the list of prospect groups.

Allows you to view prospect groups.

Allow prospect group update

Allows you to assign and unassign groups to the prospects.

Allows you to edit prospect groups.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Quote

CRM Quote

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Add New

Allows you to create new data.

Allow clone

Allows cloning existing data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

Show bill rate

Displays the bill rate.

Show cost rate

Displays the cost rate.

 

User has no permissions.

CRM Quote Template

CRM Quote Template

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

Show bill rate

Displays the bill rate.

Show cost rate

Displays the cost rate.

 

User has no permissions.

CRM Region

CRM Region

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Reseller

CRM Reseller

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Resource Library

CRM Resource Library

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Add New

Allows you to create new resource groups.

Allow Add New resource

Allows you to create new resource data.

Allow Delete

Allows deleting existing data.

Allow Delete resource

Allows deleting resource data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

Allow Update resource

Allows editing the resource data.

 

User has no permissions.

CRM Sales Forecast

CRM Sales Forecast

Permissions

Description

Allow Access to others' data

Allows you to access the data of other Core users.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

 

Note: The Sales Forecast security matches the Opportunities security for all profiles, including the custom profiles.

User has no permissions.

CRM Sales Goal

CRM Sales Goal

Permissions

Description

Allow Access to all

Allows you to access all data.

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Score

CRM Score

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM Source

CRM Source

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

CRM To-Do Type

CRM To-Do Type

Permissions

Description

Allow Add New

Allows you to create new data.

Allow Delete

Allows deleting existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

Currency Manager

Currency Manager

Permissions

Description

Allow Add New

Allows you to add new data.

Allow Delete

Allows deleting the existing data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has no permissions.

Custom Field

Custom Field

Permissions

Description

Allow Add New

Allows you to add new custom fields.

Allow Add New Custom List

Allows you to add new custom lists.

Allow Delete

Allows you to delete custom fields.

Allow Delete Custom List

Allows you to delete custom lists.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view the data.

Allow Read Custom List

Allows you to view the custom lists.

Allow Update

Allows editing the existing custom fields.

Allow Update Custom List

Allows editing the existing custom lists.

 

User has selective permissions.

Custom Label

Custom Label

Permissions

Description

Allow Add New

Allows you to add new custom labels.

Allow Delete

Allows you to delete custom labels.

Allow Read

Allows you to view the data.

Allow Update

Allows editing the existing custom labels.

 

User has no permissions.

Dashboard

Dashboard

Permissions

Description

Account Balances

Allows you to view reconciled balances of your accounts.

Active Accounts

Allows you to view active accounts of your company.

Activity Performance

Allows you to view activity performance of your company for the year.

Aged Receivables

Allows you to view aged receivables of your company for the year.

Aging

Allows you to view the aging data of your company for the year.

Balance Sheet-Comparative

Allows you to view balance sheet of your company.

Billing

Allows you to view billing data of your company for the year.

Cash Flow

Allows you to view the cash flow of your company for the year.

Client Performance

Allows you to view client performance of your company for the year.

Documents

Allows you to view the documents of your company for the year.

Due Projects

Allows you to view the projects due of your company for the year.

Earned Value

Allows you to view the earned value of your company for the year.

Employee Allocation

Allows you to view the employee allocation of your company for the year.

Employee Performance

Allows you to view employee performance of your company for the year.

Expense Performance

Allows you to view expense performance of your company for the year.

Expenses

Allows you to view expenses of your company for the year.

Gross Margin By Client

Allows you to view gross margin of your company for the year.

Hours

Allows you to view billing hours of your company for the year.

HR Upcoming Reviews

Allows you to view the upcoming performance reviews.

Income

Allows you to view income of your company for the year.

Income vs. Expenses

Allows you to view income and expenses of your company for the year.

Money Owed

Allows you to view money owed by your company for the year.

Notes

Allows you to view notes of your company for the year.

Paid Time Off and Comp Hours

Allows you to view PTO of your company for the year.

Profit and Loss-Comparative

Allows you to view profit and loss status of your company.

Project Allocation

Allows you to view project allocation for the year.

Project Allocation By Activity

Allows you to view project allocation by activity for the year.

Gross Margin By Project

Allows you to view project gross margin for the year.

Project Performance

Allows you to view project performance of your company for the year.

Project Status

Allows you to view project status of your company for the year.

Reimbursables

Allows you to view employee reimbursables of your company for the year.

Retainer Balances

Allows you to view retainer balances of your company for the year.

Staff Effective Rates

Allows you to view staff effective rates of your company for the year.

Staff Utilization

Allows you to view staff utilization of your company for the year.

Staff Workload

Allows you to view staff workload of your company for the year.

Task Allocation

Allows you to view your task allocation.

Time Performance

Allows you to view time performance of your company for the year.

To-Dos

Allows you to view to-dos of your company for the year.

Trust Fund Balances

Allows you to view trust fund balances.

UnBilled Time

Allows you to view unbilled time of your company for the year.

Workflows

Allows you to view workflow data of your company for the year.

 

User has selective permissions.

Deposits

Deposits

Permissions

Description

Allow Add New

Allows you to make new deposits.

Allow Delete

Allows you to delete a deposit.

Allow Print

Allows you to print deposit slips.

Allow Read

Allows you to view the data.

Allow Update

Allows you to edit existing data.

 

User has no permissions.

Documents

Documents

Permissions

Description

Allow Access to other Employee Files

Allows you to view the documents of all other employees.

Allow Add New

Allows you to add new documents.

Allow Delete

Allows you to delete documents.

Allow Print

Allows you to print documents.

Allow Read

Allows you to view the documents.

Allow Update

Allows you to edit the documents.

 

User has selective permissions.

Drawing

Drawing

Permissions

Description

Allow Add New

Allows you to add new drawings.

Allow Delete

Allows you to delete drawings.

Allow Print

Allows you to print drawings.

Allow Read

Allows you to view the drawings.

Allow Update

Allows you to edit the drawings.

 

User has no permissions.

Employee

Employee

Permissions

Description

Allow Access to Custom Fields

Allows you to access custom fields.

Allow Access to data of all Employees

Allows you to access data of all employees.

Allow Access to Employee Notes

Allows you to view employee notes.

Allow Access to Employees I Manage

Allows you to access the data of employees managed by you.

Allow Add New

Allows you to create a new employee.

Allow Delete

Allows deleting an existing employee.

Allow Employee Contact Delete

Allows deleting an existing employee contact.

Allow Employee Contact New

Allows you to create a new employee contact.

Allow Employee Contact Read

Allows you to view employee contact data.

Allow Employee Contact Update

Allows you to edit employee contacts.

Allow Employee Group Add New

Allows you to assign groups to the employees.

Allows you to create new employee groups.

Allow Employee Group Delete

Allows you to unassign groups to the employees.

Allows you to delete employee groups.

Allow Employee Group Print

Allows you to print the employee groups report.

Allow Employee Group Read

Allows you to view the list of employee groups.

Allows you to view employee groups.

Allow Employee Group Update

Allows you to assign and unassign groups to the employees.

Allows you to edit employee groups.

Allow Print

Allows you to print the employee report.

Allow Read

Allows viewing the employee data.

Allow Read Rate

Allows you to view bill rate and pay rate.

Allow Update

Allows editing the details of an employee.

Show birth date

Allows you to show the employee birth date on screen.

Show performance widgets

Allows you to view the Performance tab widgets and info bars.

Show Salary Amount

Allows you to show the employee salary on screen.

Show SSN

Allows you to show the employee social security number on screen.

 

User has selective permissions.

Employee Control

Employee Control

Permissions

Description

Allow Add New

Allows you to set up employee control.

Allow Delete

Allows deleting the employee control data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the employee control data.

Allow to view all projects

Allows you to view all projects.

Allow Update

Allows editing the employee control settings.

 

User has no permissions.

Estimate

Estimate

Permissions

Description

Allow Access to data of all Employees

Allows you to access the estimates created by all employees.

Allow Access to Employees I Manage

Allows you to access the estimates created by employees managed by you.

Allow Add New

Allows you to create a new estimate.

Allow Approve

Allows you to approve estimates.

Allow Delete

Allows you to delete estimates.

Allow Print

Allows you to print an estimate report.

Allow Read

Allows viewing the estimate data.

Allow Submit

Allows you to submit estimates.

Allow Update

Allows editing the estimates.

Allow Update Approved Estimates

Allows you to update the estimates that are already approved.

Allow delete Estimate Row

Allows you to delete an estimate line item.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

Show Bill Rate

Allows you to view the bill rates of line items.

Show Cost Rate

Allows you to view the cost rates of line items.

 

User has no permissions.

Event

Event

Permissions

Description

Allow Add New

Allows you to create new calendar events.

Allow Delete

Allows you to delete calendar events.

Allow Read

Allows viewing the calendar events.

Allow Update

Allows editing the calendar events.

 

User has all permissions.

Event Attendee

Event Attendee

Permissions

Description

Allow Add New

Allows you to add event attendees.

Allow Delete

Allows you to delete event attendees.

Allow Read

Allows viewing the event attendees.

Allow Update

Allows editing the event attendees.

 

User has all permissions.

Event Type

Event Type

Permissions

Description

Allow Add New

Allows you to add new event types.

Allow Delete

Allows you to delete event types.

Allow Read

Allows viewing the event types.

Allow Update

Allows editing the event types.

 

User has all permissions.

Expense

Expense

Permissions

Description

Allow Read

Enables viewing the expense data on the screen.

Allow Update

Enables editing the details of the expense codes.

Allow Delete

Enables deleting expense codes. The Delete button is available.

Allow Add New

Enables adding new expense codes.

Allow Print

Enables you to print expense reports. The Print button is available.

Allow expense Group Read

Allows you to view the list of expense groups.

Allows you to view expense groups.

Allow expense Group Update

Allows you to assign and unassign groups to the expenses.

Allows you to edit expense groups.

Allow expense Group Delete

Allows you to unassign groups to the expenses.

Allows you to delete expense groups.

Allow expense Group Add New

Allows you to assign groups to the expenses.

Allows you to create new expense groups.

Allow expense Group Print

Enables you to print expense group reports. The Print button of the Expense Groups screen is available.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

Access to Cost Rate and Markup

Allows access to cost rate and markup percentage.

Allow access to custom fields

Allows you to access Custom Fields for this screen.

 

User has no permissions.

Expense Entry

Expense Entry

Permissions

Description

Allow Access Only to Entries of Projects I Manage

Allows you to access the expense entries of only those projects which you manage. You can also access expenses of the projects you are working on as an employee.

Allow Access to Custom Fields

Allows you to access the custom fields.

Allow Access to Employees I Manage

Allows access to expense entries of employees you manage.

Allow Access to Entries of all Employees

Allows access to expense entries of all employees.

Allow Add New

Allows you to enter and save a new expense.

Allow Adjust Date Beyond Global Settings Restriction

Allows entering a date beyond the date range specified in Global Settings.

Allow Approve My Entries

Allows you to approve your expense entries.

Allow Batch Change

Allows you to make batch changes to expense entries.

Allow Change Billable/Non-Billable

Allows changing the billable status of an expense entry.

Allow Copy and Paste

Allows copying and pasting of expense entries.

Allow Delete

Allows deleting an expense entry.

Allow Edit Approved Entry

Allows you to edit approved expense entries. By default, Core does not allow editing of approved entries.

Allow Edit Billed Entry

Allows you to edit billed expense entries. By default, Core does not allow editing of billed entries.

Allow Edit Classification

Allows you to edit a classification or add a new one.

Allow Edit Currency Multiplier

Allows you to change the currency multiplier for expenses.

Allow Edit Expense Description

Allows you to edit description of the expense entries.

Allow Edit Memos

Allows you to edit expense entry memos.

Allow Edit Submitted Entry

Allows you to edit a submitted expense entry.

Allow Mark Paid

Allows you to mark the expenses as paid.

Allow Read

Allows viewing the expense entries. 

Allow Reimburse

Allows you to mark expenses as reimbursable.

Allow to Approve Entry

Allows you to approve expense entry.

Allow to Mark Entry as eXtra

Allows you to mark expense entries as extra.

Allow Update

Allows editing the expense entries. 

Apply Project Assignments on Top of Employee Control

Allows you to override the Employee Control settings with Project Assignments.

Disable Employee Control

Checked, the Employee Control settings are not implemented in this screen.

Enable Sending Entries to Excel

Allows you to send or export expense entries to Microsoft Excel.

Limit Editing to Self Only

Allows you to edit only your own expense entries. However, you can approve/reject/forward entries of other employees.

Show Charge Amount

Allows you to see the charge amount for expenses.

Show Classification

Allows you to view the classification for an employee.

Show Cost

Allows you to see the per unit cost of an expense.

Show Cost Amount

Allows you to see the total cost amount of an expense.

Show Expense Account

Allows you to view the Expense Account associated with the expense entries.

Show Income Account

Allows you to view the Income Account associated with the expense entries.

Show Markup

Allows you to see the Markup field for expenses.

Show Submit Options when submitting Expense Entry

Allows you to see all the submit options while submitting expenses.

 

User has selective permissions.

Fee Schedule

Fee Schedule

Permissions

Description

Allow Add New

Allows you to create a new fee schedule. 

Allow Delete

Allows you to delete a fee schedule.

Allow Delete expense line

Allows you to delete an expense line item.

Allow Delete service line

Allows you to delete a service line item.

Allow Print

Allows you to print a fee schedule report.

Allow Read

Allows viewing the fee schedules.

Allow Update

Allows editing the fee schedules.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

 

User has no permissions.

Financial Budget

User has no permissions.

Fund Transfer

Fund Transfer

Permissions

Description

Allow Add New

Allows you to transfer funds between accounts.

Allow Delete

Allows deleting an existing fund transfer record.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the fund transfers.

Allow Update

Allows editing existing fund transfers.

 

User has no permissions.

General Journal

General Journal

Permissions

Description

Allow Add New

Allows you to add new journal entries.

Allow Clone

Allows you to clone or copy journal entries.

Allow Delete

Allows you to delete journal entries.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view the journal entries.

Allow Reverse

Allows you to reverse journal entries.

Allow Update

Allows you to edit journal entries.

 

User has no permissions.

Global Settings

Global Settings

Permissions

Description

Allow Read

Allows viewing the global settings.

Allow Restore

Allows you to restore the global settings.

Allow Update

Allows editing of global settings.

 

User has no permissions.

Global Settings-Documents

Global Settings-Documents

Permissions

Description

Allow Add New

Allows you to add new document destinations.

Allow Delete

Allows you to delete document destinations.

Allow Read

Allows viewing the document destinations.

Allow Update

Allows editing of document destinations..

 

User has no permissions.

HR Benefit Assignment

HR Benefit Assignment

Permissions

Description

Allow Access to Self-Record

Allows viewing your own data.

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has all permissions.

HR Benefit List

HR Benefit List

Permissions

Description

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has all permissions.

HR Benefit Usage

HR Benefit Usage

Permissions

Description

Allow Access to Self-Record

Allows viewing your own data.

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has all permissions.

HR Employee Incident

HR Employee Incident

Permissions

Description

Allow Access to Self-Record

Allows viewing your own data.

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has all permissions.

HR Employee Journal

HR Employee Journal

Permissions

Description

Allow Access to Self-Record

Allows viewing your own data.

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has all permissions.

HR Employee Review

HR Employee Review

Permissions

Description

Allow Access to assigned reviews

Allows viewing your assigned data.

Allow Access to Self-Record

Allows viewing your own data.

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has all permissions.

HR Employee Termination

HR Employee Termination

Permissions

Description

Allow Access to Self-Record

Allows viewing your own data.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has all permissions.

HR Forms

HR Forms

Permissions

Description

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has selective permissions.

HR Incident Type

HR Incident Type

Permissions

Description

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has selective permissions.

HR Journal Status

HR Journal Status

Permissions

Description

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has selective permissions.

HR Journal Type

HR Journal Type

Permissions

Description

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has selective permissions.

HR Question

HR Question

Permissions

Description

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has selective permissions.

HR Question Type

HR Question Type

Permissions

Description

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has selective permissions.

HR Review Template

HR Review Template

Permissions

Description

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has selective permissions.

HR Salary History

HR Salary History

Permissions

Description

Allow Access to salary history of employees I  manage

Allows viewing the data of employees you manage.

Allow Access to Self-Record

Allows viewing your own data.

Allow Add New

Allows adding new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the data.

 

User has all permissions.

Integration

Integration

Permissions                           Description

Allow company integrations

Allows you to sync data at the company level with applications such as Xero, MYOB AccountRight and QuickBooks Online.

Allow Get

Allows you to get data from your accounting program into Core.

Allow individual integrations

Allows you to sync data at the individual level with applications such as Office 365.

Allow Send

Allows you to send data from Core to your accounting program.

Allow Sync Settings

Allows you to access the Sync Settings screen for your accounting program.

 

User has selective permissions.

Invoices

Invoices

 

Permissions

Description

Allow Access to Custom Fields

Allows you to access the custom fields.

Allow Access to Data of All Employees

Allows you to access the invoices of all employees.

Allow access to invoice editor

Allows you to access the editor for draft invoices.

Allow Approve

Allows you to approve an invoice.

Allow Change Invoice Date

Allows you to change the invoice date before posting invoices.

Allow Change Invoice Number

Allows you to change the invoice number of an un-printed invoice.

Allow Edit Memo

Allows you to edit the invoice memo.

Allow Editing of Posted Invoices

Allows you to edit invoices marked as posted.

Allow Editing of Approved Invoices

Allows you to edit approved invoices. By default, approved invoices are not editable.

Allow Email Invoices

Allows you to send invoices via email.

Allow Print

Allows you to print invoices.

Allow Read

Allows viewing the invoice data.

Allow to Create Late Fee Invoices

Allows creating late fee invoices.

Allow to Delete Draft Invoices

Allows you to delete draft invoices.

Allow to Delete Invoices

Allows you to delete invoices.

Allow to Delete Posted Invoices

Allows you to delete invoices that are posted.

Allow to Post Invoices

Allows you to post invoices.

Allow to Void Invoices

Allows you to void invoices.

Allow Update

Allows editing the invoices.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

 

User has no permissions.

Message

Message

Permissions

Description

Allow Delete

Allows deleting the messages.

Allow Read

Allows viewing the messages.

Allow Send Messages

Allows you to send messages within the Core network.

 

User has all permissions.

Note Category

Note Category

Permissions

Description

Allow Add New

Allows you to add new notes category.

Allow Delete

Allows deleting the notes category.

Allow Print

Allows printing the notes category report.

Allow Read

Allows viewing the notes categories.

Allow Update

Allows editing the notes category.

 

User has no permissions.

Notes

Notes

Permissions

Description

Allow Add New

Allows you to add new notes.

Allow Delete

Allows deleting the notes.

Allow Print

Allows printing the notes.

Allow Read

Allows viewing the notes.

Allow to View All Project Notes

Allows viewing the notes of all projects.

Allow Update

Allows editing the notes.

 

User has selective permissions.

Overtime Calculator

Overtime Calculator

Permissions

Description

Allow Read

Allows you to view the overtime data.

Allow Update

Allows you to edit the overtime calculations.

Allow Update Other Employees' Time Entries

Allows you to edit the time entries of other employees.

 

User has no permissions.

Payment

Payment

Permissions

Description

Allow Access to custom fields

Allows you to access custom fields.

Allow Access to Data of all Employees

Allows access to payment data of all employees.

Allow Add New

Allows you to record a new payment.

Allow Apply Payments via Credit Card

Allows you to apply payments via credit cards.

Allow Delete 

Allows deleting the payment.

Allow Print

Allows printing  the payment reports.

Allow Read

Allows viewing the payment data.

Allow Update

Allows editing the payment data.

Allow Void Payment

Allows you to void the payments.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

 

User has no permissions.

Payroll Agency

Payroll Agency

Permissions

Description

Allow Access to agency Notes

Allows you to access the Agencies notes.

Allow Access to custom fields

Allows you to access the Agencies custom fields.

Allow Add New

Allows you to add new data.

Allow agency contact delete

Allows you to delete Agencies contact.

Allow agency contact new

Allows you to add new Agencies contact.

Allow agency contact read

Allows you to view Agencies contact.

Allow agency contact update

Allows you to edit Agencies contact.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Agency Payable

Payroll Agency Payable

Permissions

Description

Allow Add New

Allows you to add new data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Cycle

Payroll Cycle

Permissions

Description

Allow run payroll

Allows you to run the payroll cycle.

Allow finalize draft

Allows you to finalize draft payroll.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

View expense details

Allows you to view expense data.

View time details

Allows you to view time data.

 

User has no permissions.

Payroll Employee Bank Accounts

Payroll Employee Bank Accounts

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Employee Pay Items

Payroll Employee Pay Items

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Employee Taxes

Payroll Employee Taxes

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Employee Withholdings

Payroll Employee Withholdings

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Frequency

Payroll Frequency

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Manual Paycheck

Payroll Manual Paycheck

Permissions

Description

Allow run payroll

Allows you to process payroll.

Allow finalize draft

Allows you to finalize draft payroll.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Pay Item

Payroll Pay Item

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Payment Category

Payroll Payment Category

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Taxes

Payroll Taxes

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Time Expense Reviewer

Payroll Time Expense Reviewer

Permissions

Description

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Vendor Bank Accounts

Payroll Vendor Bank Accounts

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Vendor Pay Items

Payroll Vendor Pay Items

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Vendor Taxes

Payroll Vendor Taxes

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Vendor Withholdings

Payroll Vendor Withholdings

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Withholdings

Payroll Withholdings

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Withholding Category

Payroll Withholding Category

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Payroll Workers Compensation

Payroll Workers Compensation

Permissions

Description

Allow add new

Allows you to add data.

Allow delete

Allows you to delete data.

Allow print

Allows you to print data.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Personal Time Off

Personal Time Off

Permissions

Description

Allow Access to Employees I Manage

Allows you to access the PTO data of employees you manage.

Allow Access to Data of all Employees

Allows you to access the PTO data of all employees.

Allow Add New

Allows you to add new PTO data.

Allow Approve/Unapprove/ Reject

Allows you to approve, un-approve or reject the personal time off requests.

Allow Delete

Allows you to delete PTO data.

Allow Edit Approved Entry

Allows you to edit approved PTO entries.

Allow Print

Allows you to print the personal time off report.

Allow Read

Allows viewing the PTO data.

Allow Update

Allows you to edit PTO entries.

 

User has selective permissions.

Project

Project

Permissions

Description

Allow Access to Custom Fields

Allows you to access the custom fields.

Allow Access to Other Manager's Data

Allows you to access project information of other managers.

Allow Access to Project Notes

Allows you to access project notes.

Allow Access to Transaction History

Allows you to access the project's transaction history.

Allow Add New

Allows adding a new project.

Allow Delete

Allows deleting a project.

Allow Edit Project Accounts

Allows you to edit project-level accounts.

Allow Edit Project Class

Allows you to edit project-level classes.

Allow Merge

Allows you to merge projects.

Allow Print

Allows you to print project reports.

Allow Project Group Add New

Allows you to assign groups to the projects.

Allows you to create new project groups.

Allow Project Group Delete

Allows you to unassign groups to the projects.

Allows you to delete project groups.

Allow Project Group Read

Allows you to view the list of project groups.

Allows you to view project groups.

Allow Project Group Update

Allows you to assign and unassign groups to the projects.

Allows you to edit project groups.

Allow Read

Allows viewing the project information.

Allow Set Billing Information

Allows setting the billing information of projects.

Allow Update

Allows editing the project information.

Allow View Accounts

Enables you to view accounts of projects.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

Show billing options

Allows you to view the Billing Options tab.

Show Contract Amount

Allows you to view the contract amount for a project.

Show performance widgets

Allows you to view the Performance tab widgets and info bars.

 

User has no permissions.

Project Assignments

Project Assignments

Permissions

Description

Allow Add New

Allows you to set up project assignments.

Allow Delete

Allows deleting the project assignments.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the project assignments.

Allow to view all Projects

Allows you to view all projects.

Allow Update

Allows editing the project assignments.

 

User has no permissions.

Project Template

Project Template

Permissions

Description

Allow Add New

Allows you to set up project templates.

Allow Delete

Allows deleting the project templates.

Allow Read

Allows viewing the project templates.

Allow Update

Allows editing the project templates.

 

User has no permissions.

Purchase Order

Purchase Order

Permissions

Description

Allow Add New

Allows you to create a new purchase order.

Allow Approve

Allows you to approve a purchase order.

Allow Delete

Allows deleting a purchase order.

Allow Edit Approved

Allows you to edit entries after they are approved. By default, the approved entries are not editable.

Allow Print

Allows you to print purchase order reports.

Allow Read

Allows viewing the purchase orders.

Allow Receive Items

Allow you to receive items ordered.

Allow Submit

Allows you to submit a purchase order.

Allow Update

Allows you to edit PO information.

Allow View Transaction History

Allows you to access the transaction history of purchase orders.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

 

User has no permissions.

Reconcile

Reconcile

Permissions

Description

Allow New

Allows you to enter new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print a reconciliation report.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Recurring Invoice

Recurring Invoice

Permissions

Description

Allow Add New

Allows you to create a new recurring/memorized invoice.

Allow Delete

Allows deleting the recurring/memorized invoices.

Allow Read

Allows viewing the data.

Allow Update

Allows editing the recurring/memorized invoices.

 

User has no permissions.

Reminder

Reminder

Permissions

Description

Allow Read

Allows viewing the reminders.

Allow Update

Allows editing the reminders.

 

User has no permissions.

Reports

Reports

Permissions

Description

Allow Access to all scheduled Reports

Allows you to view all scheduled reports.

Allow Access to Custom Reports

Allows you to view custom reports.

Allow Add New

Allows adding memorized and scheduled reports.

Allow Delete

Allows deleting filters and memorized reports.

Allow Read

Allows viewing the reports.

Allow Update

Allows you to edit filters and memorized reports.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

Show bill rates on reports

Allows you to see bill rates on reports.

Show Budget/Estimate Cost Rates on Reports

Allows you to see cost rates of budgets and estimates on reports.

Show charge amount on reports

Allows you to see the charge amounts on reports.

Show Expense Entry Cost Rates on Reports

Allows you to see cost rates of expense entries on reports.

Show Master Records Cost Rates on Reports

Allows you to see cost rates of master records on reports.

Show Time Entry Cost Rates on Reports

Allows you to see cost rates of time entries on reports.

 

User has no permissions.

Retainers

Retainers

Permissions

Description

Allow delete retainer invoice

Allows deleting retainer invoices.

 

User has no permissions.

Reviewer

Reviewer

Permissions

Description

Allow apply filters

Allows you to apply filters. It enables the filter panel as well as the system filters.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view the time and expense data.

Allow Update

Allows you to edit the time and expense data.

Allow Update Rates

Allows you to edit the rates of entries.

Allow View Time and Expense only for the Projects I Manage

Allows you to view time and expense entries only for the projects you manage.

Restrict Employee and Vendor List to the ones I Manage

Allows you to restrict the employee and vendor lists to the ones you manage.

 

User has no permissions.

RFI

RFI

Permissions

Description

Allow Add New

Allows you to add new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Security

Security

Permissions

Description

Allow Delete

Allows you to delete security settings.

Allow Read

Allows viewing the security settings of users.

Allow Update

Allows editing the security settings of users.

Allow print

Allows printing the security settings of users.

 

User has no permissions.

Statements

Statements

Permissions

Description

Allow email statements

Allows you to email statements.

Allow print

Allows printing the statements.

 

User has no permissions.

Submittal

Submittal

Permissions

Description

Allow Add New

Allows you to add new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Terms

Terms

Permissions

Description

Allow Add New

Allows you to add new data.

Allow Delete

Allows you to delete data.

Allow Print

Allows you to print reports.

Allow Read

Allows you to view data.

Allow Update

Allows you to edit data.

 

User has no permissions.

Time Entry

Time Entry

Permissions

Description

Allow Access Only to Entries of Projects I Manage

Allows you to access the time entries of only those projects which you manage. You can also access time entries of the projects you are working on as an employee.

Allow Access to Custom Fields

Allows you to access the custom fields.

Allow Access to Employees I Manage

Allows access to time entries of employees you manage.

Allow Access to Entries of all Employees

Allows access to time entries of all employees.

Allow Access to Time Entry

Allows you to access the Time Entries screen.

Allow Access to Time Card

Allows you to access the Time Card screen.

Allow Add New

Allows you to make and save a new time  entry.

Allow Adjust Date Beyond Global Settings Restriction

Allows entering a date beyond the date range specified in Global Settings.

Allow Approve My Entries

Allows you to approve your time entries.

Allow Batch Change

Allows you to make batch changes to time entries.

Allow Change Billable/Non-Billable

Allows changing the billable status of a time entry.

Allow Copy and Paste

Allows copying and pasting of time entries.

Allow Delete

Allows deleting a time entry.

Allow Edit Activity Description

Allows you to edit description of the time entries.

Allow Edit Amount

Allows you to edit the time entry amount.

Allow Edit Approved Entry

Allows you to edit approved time entries. By default, Core does not allow editing of approved entries.

Allow Edit Billed Entry

Allows you to edit billed time entries. By default, Core does not allow editing of billed entries.

Allow Edit Classification

Allows you to edit a classification or add a new one.

Allow Edit Memos

Allows you to edit time entry memos.

Allow Edit Submitted Entry

Allows you to edit a submitted time entry.

Allow mark paid

Allows you to mark the time as paid.

Allow Mark Time Entry as Overtime

Allows you to mark the time as overtime.

Allow Print

Allows you to print reports.

Allow Read

Allows viewing the time entries. 

Allow to Approve Entry

Allows you to approve time entry.

Allow to Mark Entry as eXtra

Allows you to mark time entries as extra.

Allow Update

Allows editing the time entries. 

Allow Update actual hours for other employees

Allows editing the Actual Hours of other employees' time entries. 

Allow update rates

Allows editing the rates of time entries.

Allow Project Assignments on Top of Employee Control

Allows you to override the Employee Control settings with Project Assignments.

Disable Employee Control

Checked, the Employee Control settings are not implemented in this screen.

Enable Sending Entries to Excel

Allows you to send or export time entries to Microsoft Excel.

Limit Editing to Self Only

Allows you to edit only your own time entries. However, you can approve/reject/forward entries of other employees.

Show Amount

Allows you to see the amount for time entries.

Show Bill Rates and Cost Rates

Allows you to see the bill and cost rates for time entries.

Show Classification

Allows you to view the classification for an employee.

Show Cost Rate

Allows you to see the per hour cost rate.

Show Expense Account

Allows you to view the Expense Account associated with the time entries.

Show Income Account

Allows you to view the Income Account associated with the time entries.

Show Submit Options when submitting Time Entry

Allows you to see all the submit options while submitting time entries.

Show WUD

Allows you to see the WUD field for time entries.

 

User has selective permissions.

Timer

Timer

Permissions

Description

Allow Access to data of all Employees

Allows access to time entries of all employees.

Allow Add New

Allows you to make and save a new time  entry.

Allow Adjust Time

Allows adjusting the time entry.

Allow Delete

Allows deleting a time entry.

Allow Log Time

Allows you to log your time entries.

Allow Multiple Timers

Allows you to run multiple timers.

Allow Read

Allows viewing the time entries. 

Allow Run Timer

Allows running the timer. 

Allow to Change Billable/Non-Billable

Allows changing the billable status of a time entry.

Allow Update

Allows editing the time entries. 

Apply Project Assignments on Top of Employee Control

Allows you to override the Employee Control settings with Project Assignments.

Disable Employee Control

Checked, the Employee Control settings are not implemented in this screen.

Limit Editing to Self Only

Allows you to edit only your own time entries. However, you can approve/reject/forward entries of other employees.

 

User has selective permissions.

To-Do List

To-Do List

Permissions

Description

Allow Access to data of all Employees

Allows you to access data of all employees.

Allow Add New

Allows you to add new to-dos.

Allow Delete

Allows deleting the to-dos.

Allow Print

Allows printing the reports.

Allow Read

Allows viewing the to-do lists.

Allow Update

Allows editing the to-dos.

Allow clone

Allows cloning the to-dos.

 

User has selective permissions.

User Preference

User Preference

Permissions

Description

Allow read

Allows you to access the user preferences.

Allow update

Allows editing the user preferences.

 

User has all permissions.

Vendor

Vendor

Permissions

Description

Allow Access to Custom Fields

Allows you to access custom fields.

Allow Access to data of all Vendors

Allows you to access data of all vendors.

Allow Access to Vendor Notes

Allows you to view vendor notes.

Allow Add New

Allows you to create a new vendor.

Allow Delete

Allows deleting an existing vendor.

Allow Print

Allows you to print the vendor reports.

Allow Read

Allows viewing the vendor data.

Allow Read Rate

Allows you to view bill rate and pay rate.

Allow Update

Allows editing the details of a vendor.

Allow Vendor Contact Delete

Allows deleting an existing vendor contact.

Allow Vendor Contact New

Allows you to create a new vendor contact.

Allow Vendor Contact Read

Allows you to view vendor contact data.

Allow Vendor Contact Update

Allows you to edit vendor contacts.

Allow Vendor Group Add New

Allows you to assign groups to the vendor.

Allows you to create new vendor groups.

Allow Vendor Group Delete

Allows you to unassign groups to the vendors.

Allows you to delete vendor groups.

Allow Vendor Group Print

Allows you to print the vendor groups report.

Allow Vendor Group Read

Allows you to view the list of vendor groups.

Allows you to view vendor groups.

Allow Vendor Group Update

Allows you to assign and unassign groups to the vendors.

Allows you to edit vendor groups.

Show performance widgets

Allows you to view the Performance tab widgets and info bars.

Show Tax ID

Allows you to view the tax ID of vendors.

 

User has no permissions.

Vendor Bill

Vendor Bill

Permissions

Description

Allow Add New

Allows you to create new vendor bills.

Allow Approve

Allows you to approve vendor bills.

Allow Delete

Allows deleting a vendor bill.

Allow Edit Approved

Allows you to edit vendor bills after they are approved. By default, the approved entries are not editable.

Allow Import

Allows you to import time and expense data into the screen.

Allow Print

Allows you to print vendor bill reports.

Allow Read

Allows viewing the vendor bills.

Allow Submit

Allows you to submit vendor bills.

Allow Update

Allows you to edit vendor bill information.

Apply Project Assignments on top of Employee Control

Allows you to override the Employee Control settings with those of Assignments. This setting applies to activities and expenses only.

Disable Employee Control

Checked, it does not implement the Employee Control settings on this screen.

Show bill rate

Allows you to view the vendor bill rate.

 

User has no permissions.

Vendor Credit

Vendor Credit

Permissions

Description

Allow Add New

Allows you to add new vendor credit information.

Allow Delete

Allows you to delete existing vendor credit details.

Allow Print

Allows printing the vendor credits.

Allow Read

Allows you to view the data.

Allow Update

Allows you to edit data.

 

User has no permissions.

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