BQE CORE allows you to assign security profiles to users to determine their access level and permissions across CORE features and screens. You can select a security profile at the top to see a list of modules available along with the access permissions configured for that profile.
You can click to expand any module to see the detailed permissions. The overall access level for the selected profile is indicated with All (profile has full access), Selective (profile has limited access) and None (profile has no access) to the module. This is also indicated by symbols that precede the module names (✔ = All, ✔ = Selective, ✖ = None). Within each expanded module, the Permission column indicates whether the profile has access to each individual permission: ✔, ✖, or blank (none).
You can also use the Show allowed modules only option to hide modules which are not available in the selected profile.
Note: Permissions marked with an asterisk (*) are restrictive and if they are enabled, it indicates access is restricted for the user. This is why these permissions are disabled by default on the Full Access profile.
Accounting - Account Journal
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access Selective: Principal None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add a new account journal. | Billing and AP, Full Access, Principal |
| Allow delete | Allows you to delete an existing account journal. | Billing and AP, Full Access |
| Allow read | Allows you to view the account journals. | Billing and AP, Full Access, Principal |
| Allow update | Allows you to edit the existing account journals. | Billing and AP, Full Access, Principal |
| Allow view details | Allows you to view details of the account journal. | Billing and AP, Full Access, Principal |
Accounting - Accounts Payable
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access Selective: Principal None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new A/P data. | Billing and AP, Full Access, Principal |
| Allow delete | Allows you to delete existing A/P data. | Billing and AP, Full Access |
| Allow read | Allows you to view the accounts payable data. | Billing and AP, Full Access, Principal |
| Allow update | Allows you to edit the existing A/P data. | Billing and AP, Full Access, Principal |
| Allow view details | Allows you to view the A/P details. | Billing and AP, Full Access, Principal |
Accounting - Accounts Receivable
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new A/R data. | Billing and AP, Full Access |
| Allow delete | Allows you to delete existing A/R data. | Billing and AP, Full Access |
| Allow read | Allows you to view the accounts receivable data. | Billing and AP, Full Access |
| Allow update | Allows you to edit the existing A/R data. | Billing and AP, Full Access |
Accounting - Bank Account Journal
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Principal None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add a new bank account journal. | Billing and AP, Full Access, Principal |
| Allow delete | Allows you to delete the data. | Billing and AP, Full Access, Principal |
| Allow read | Allows you to view the data. | Billing and AP, Full Access, Principal |
| Allow update | Allows you to edit the existing bank account journals. | Billing and AP, Full Access, Principal |
| Allow view details | Allows you to view details of the journal. | Billing and AP, Full Access, Principal |
Accounting - Bill Payment
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new data. | Billing and AP, Full Access |
| Allow delete | Allows you to delete the data. | Billing and AP, Full Access |
| Allow discount credits | Allows you to give discounts and apply credits. | Billing and AP, Full Access |
| Allow print | Allows you to print reports. | Billing and AP, Full Access |
| Allow read | Allows you to view the data. | Billing and AP, Full Access |
| Allow update | Allows you to edit the data. | Billing and AP, Full Access |
Accounting - Business Activity Statements
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow new | Allows you to add new data. | Billing and AP, Full Access |
| Allow delete | Allows you to delete data. | Billing and AP, Full Access |
| Allow print | Allows printing of statements and reports. | Billing and AP, Full Access |
| Allow read | Allows viewing the data. | Billing and AP, Full Access |
| Allow update | Allows editing of data. | Full Access |
Accounting - Chart of Accounts
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Principal None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields. | Billing and AP, Full Access, Principal |
| Allow add new | Allows you to create a new account. | Billing and AP, Full Access, Principal |
| Allow delete | Allows deleting an account. | Billing and AP, Full Access, Principal |
| Allow print | Allows you to print chart of accounts. | Billing and AP, Full Access, Principal |
| Allow read | Allows viewing the account data. | Billing and AP, Full Access, Principal |
| Allow update | Allows you to edit the chart of accounts. | Billing and AP, Full Access, Principal |
Accounting - Checks
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you access to custom fields. | Billing and AP, Full Access |
| Allow add new | Allows you to write new checks. | Billing and AP, Full Access |
| Allow alignment | Allows you to re-align checks. | Billing and AP, Full Access |
| Allow delete | Allows you to delete existing checks. | Billing and AP, Full Access |
| Allow print | Allows you to print checks. | Billing and AP, Full Access |
| Allow read | Allows viewing the data. | Billing and AP, Full Access |
| Allow update | Allows you to edit existing checks. | Billing and AP, Full Access |
| Disable access restrictions | Turns off Manage Access settings for this feature. | Billing and AP, Full Access |
Accounting - Cloud Feed
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| 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. | Billing and AP, Full Access |
| Allow delete | Allows you to delete the data. | Billing and AP, Full Access |
| Allow read | Allows you to view the data. | Billing and AP, Full Access |
| Allow update | Allows you to edit the existing cloud feeds. | Billing and AP, Full Access |
Accounting - Credit Card Payment
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to add new credit card payments. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete existing data. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view the data. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit existing data. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Turns off Manage Access settings for this feature. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Accounting - Deposits
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access Selective: Principal None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to view custom fields. | Billing and AP, Full Access, Principal |
| Allow add new | Allows you to make new deposits. | Billing and AP, Full Access, Principal |
| Allow delete | Allows you to delete a deposit. | Billing and AP, Full Access |
| Allow print | Allows you to print deposit slips. | Billing and AP, Full Access, Principal |
| Allow read | Allows you to view the data. | Billing and AP, Full Access, Principal |
| Allow update | Allows you to edit existing data. | Billing and AP, Full Access, Principal |
Accounting - Financial Budget
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal Selective: Billing Only None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new financial budgets. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing financial budgets. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the financial budgets. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing existing financial budgets. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Accounting - Fund Transfer
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to view custom fields. | Billing and AP, Full Access |
| Allow add new | Allows you to transfer funds between accounts. | Billing and AP, Full Access |
| Allow delete | Allows deleting an existing fund transfer record. | Billing and AP, Full Access |
| Allow print | Allows you to print reports. | Billing and AP, Full Access |
| Allow read | Allows viewing the fund transfers. | Billing and AP, Full Access |
| Allow update | Allows editing existing fund transfers. | Billing and AP, Full Access |
Accounting - General Journal
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to view custom fields. | Billing and AP, Full Access |
| Allow add new | Allows you to add new journal entries. | Billing and AP, Full Access |
| Allow clone | Allows you to clone or copy journal entries. | Billing and AP, Full Access |
| Allow delete | Allows you to delete journal entries. | Billing and AP, Full Access |
| Allow print | Allows you to print reports. | Billing and AP, Full Access |
| Allow read | Allows you to view the journal entries. | Billing and AP, Full Access |
| Allow reverse | Allows you to reverse journal entries. | Billing and AP, Full Access |
| Allow update | Allows you to edit journal entries. | Billing and AP, Full Access |
Accounting - Periods
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Principal, Time and Expense, Time Entry None: CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense + HR Standard |
| Allow read | Allows read-only access to the Accounting Periods screen. | Billing and AP, Billing Only, Full Access, Principal, Time and Expense, Time Entry |
| Allow to lock or close fiscal year or accounting periods | Allows you to lock/close a fiscal year or any accounting period. | Full Access |
| Allow to open-reopen a closed fiscal year | Allows you to open or reopen a closed fiscal year. | Full Access |
| Allow to open-reopen accounting periods | Allows you to open or reopen any accounting period. | Full Access |
| Allow update | Allows you to make general updates to the Accounting Periods screen. | Full Access |
| Allow updates to accounting dates | Allows you to update accounting dates within a period. | Full Access |
Accounting - Purchase Order
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to view custom fields. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create a new purchase order. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow approve | Allows you to approve a purchase order. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting a purchase order. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow edit approved | Allows you to edit entries after they are approved. By default, the approved entries are not editable. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print purchase order reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the purchase orders. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow receive items | Allow you to receive items ordered. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow submit | Allows you to submit a purchase order. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit PO information. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow view transaction history | Allows you to access the transaction history of purchase orders. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Accounting - Reconcile
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow new | Allows you to enter new data. | Billing and AP, Full Access |
| Allow delete | Allows you to delete data. | Billing and AP, Full Access |
| Allow print | Allows you to print a reconciliation report. | Billing and AP, Full Access |
| Allow read | Allows you to view data. | Billing and AP, Full Access |
| Allow update | Allows you to edit data. | Full Access |
Accounting - Vendor Bill
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Principal Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new vendor bills. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow approve | Allows you to approve vendor bills. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting a vendor bill. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow edit approved | Allows you to edit vendor bills after they are approved. By default, the approved entries are not editable. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow import | Allows you to import time and expense data into the screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print vendor bill reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the vendor bills. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow submit | Allows you to submit vendor bills. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit vendor bill information. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Apply project assignments on top of access restrictions * | Allows you to override the Manage Access settings with those of Assignments. This setting applies to activities and expenses only. | |
| Disable access restrictions | Checked, it does not implement the Manage Access settings on this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show bill rate | Allows you to view the vendor bill rate. | Full Access, Principal |
Accounting - Vendor Credit
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access None: Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields data. | Billing and AP, Full Access |
| Allow add new | Allows you to add new vendor credit information. | Billing and AP, Full Access |
| Allow delete | Allows you to delete existing vendor credit details. | Billing and AP, Full Access |
| Allow print | Allows printing the vendor credits. | Billing and AP, Full Access |
| Allow read | Allows you to view the data. | Billing and AP, Full Access |
| Allow update | Allows you to edit data. | Billing and AP, Full Access |
Billing
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow apply disc | Allows applying a discount on the invoice. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow apply retainer | Allows applying a retainer amount to an invoice. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow bill | Allows you to bill the invoices in the batch mode. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow billing of other managers' projects | Allows you to bill projects of other managers. | Billing and AP, Billing Only, Full Access, Principal |
| Allow create draft invoices | Allows you to create draft invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows printing of the billing reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print / process | Allows you to print and process the billing records. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view the billing data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit the billing data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in the Invoices screens. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| View expense details | Allows you to view the expense details. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| View time details | Allows you to view the time entry details. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Billing - Credit Memo
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new credit memos. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting an existing credit memo. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print a credit memo. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Billing - Invoices
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access the custom fields. | Billing and AP, Billing Only, Full Access, Principal |
| Allow access to data of all employees | Allows you to access the invoices of all employees. | Billing and AP, Billing Only, Full Access, Principal |
| Allow access to edit a finalized invoice | Allows you to edit finalized invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to invoice editor | Allows you to access the editor for draft invoices. | Billing and AP, Billing Only, Full Access, Principal |
| Allow approve | Allows you to approve an invoice. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow change invoice date | Allows you to change the invoice date before posting invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow change invoice number | Allows you to change the invoice number of an un-printed invoice. | Billing and AP, Billing Only, Full Access, Principal |
| Allow edit memo | Allows you to edit the invoice memo. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow editing of posted invoices | Allows you to edit invoices marked as posted. | Full Access |
| Allow editing of approved invoices | Allows you to edit approved invoices. By default, approved invoices are not editable. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow email invoices | Allows you to send invoices via email. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the invoice data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow to create late fee invoices | Allows creating late fee invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow to delete draft invoices | Allows you to delete draft invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow to delete invoices | Allows you to delete invoices. | Billing and AP, Billing Only, Full Access |
| Allow to delete posted invoices | Allows you to delete invoices that are posted. | Billing and AP, Billing Only, Full Access, Principal |
| Allow to post invoices | Allows you to post invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow to void invoices | Allows you to void invoices. | Billing and AP, Billing Only, Full Access |
| Allow update | Allows editing the invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Billing - Payment
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields. | Billing and AP, Billing Only, Full Access, Principal |
| Allow access to data of all employees | Allows access to payment data of all employees. | Billing and AP, Billing Only, Full Access, Principal |
| Allow add new | Allows you to record a new payment. | Billing and AP, Billing Only, Full Access, Principal |
| Allow apply payments via credit card | Allows you to apply payments via credit cards. | Billing and AP, Billing Only, Full Access, Principal |
| Allow delete | Allows deleting the payment. | Full Access |
| Allow print | Allows printing the payment reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the payment data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the payment data. | Billing and AP, Billing Only, Full Access, Principal |
| Allow void payment | Allows you to void the payments. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Billing - Payment Terms
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Full Access |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Billing - Recurring Invoice
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access Selective: Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create a new recurring/memorized invoice. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting the recurring/memorized invoices. | Billing and AP, Billing Only, Full Access |
| Allow read | Allows viewing the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the recurring/memorized invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Billing - Retainers
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete retainer invoice | Allows deleting retainer invoices. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Billing - Statements
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow email statements | Allows you to email statements. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows printing the statements. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Calendar
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry Selective: Billing Only None: CRM Administrator, HR Administrator, HR Standard |
| Allow add new | Allows you to create new calendar events. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows you to delete calendar events. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the calendar events. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the calendar events. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Calendar - Attendee
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry Selective: Billing Only None: CRM Administrator, HR Administrator, HR Standard |
| Allow add new | Allows you to add event attendees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows you to delete event attendees. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the event attendees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the event attendees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Calendar - Event Type
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry Selective: Billing Only None: CRM Administrator, HR Administrator, HR Standard |
| Allow add new | Allows you to add new event types. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows you to delete event types. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the event types. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the event types. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Contacts - Client
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access Selective: Billing and AP, Billing Only, Principal None: HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to client notes | Allows you to view the client notes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to custom fields | Allows you to access the custom fields. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows adding a new client. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow client contact delete | Allows deleting an existing client contact. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access |
| Allow client contact new | Allows adding a new client contact. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow client contact read | Allows you to view the client contacts. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow client contact update | Allows editing the details of a client contact. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow client group add new | Allows you to assign groups to the clients. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow client group delete | Allows you to un-assign groups to the clients. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access |
| Allow client group read | Allows you to view the list of client groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow client group update | Allows you to assign and unassign groups to the clients. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting a client record. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access |
| Allow print | Allows printing client reports. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the client data. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the client data. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show performance widgets | Allows you to view the Performance tab widgets and info bars. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Contacts - Employee
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Manager Access + HR Administrator Selective: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Level Access, Principal, Time and Expense + HR Standard None: Time and Expense, Time Entry |
| Allow access to custom fields | Allows you to access custom fields. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to data of all employees | Allows you to access data of all employees. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Principal |
| Allow access to employee notes | Allows you to view employee notes. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to employees I manage | Allows you to access the data of employees managed by you. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create a new employee. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting an existing employee. | CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator |
| Allow employee contact delete | Allows deleting an existing employee contact. | CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator |
| Allow employee contact new | Allows you to create a new employee contact. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow employee contact read | Allows you to view employee contact data. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow employee contact update | Allows you to edit employee contacts. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow employee group add new | Allows you to assign groups to the employee. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow employee group delete | Allows you to un-assign groups to the employees. | CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator |
| Allow employee group print | Allows you to print the employee groups report. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow employee group read | Allows you to view the list of employee groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow employee group update | Allows you to assign and unassign groups to the employees. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print the employee report. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the employee data. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow read rate | Allows you to view bill rate and pay rate. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Principal |
| Allow update | Allows editing the details of an employee. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show birth date | Allows you to show the employee birth date on screen. | Full Access, HR Administrator, Manager Access + HR Administrator, Principal |
| Show performance widgets | Allows you to view the Performance tab widgets and info bars. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Show salary amount | Allows you to show the employee salary on screen. | Billing and AP, CRM Administrator, Full Access, HR Administrator, Manager Access + HR Administrator, Principal |
| Show SSN | Allows you to show the employee social security number on screen. | Full Access, HR Administrator, Manager Access + HR Administrator, Principal |
Contacts - Vendor
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to data of all vendors | Allows you to access data of all vendors. | Billing and AP, Billing Only, Full Access, Principal |
| Allow access to vendor notes | Allows you to view vendor notes. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create a new vendor. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting an existing vendor. | Full Access |
| Allow print | Allows you to print the vendor reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the vendor data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read rate | Allows you to view bill rate and pay rate. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the details of a vendor. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow vendor contact delete | Allows deleting an existing vendor contact. | Full Access |
| Allow vendor contact new | Allows you to create a new vendor contact. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow vendor contact read | Allows you to view vendor contact data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow vendor contact update | Allows you to edit vendor contacts. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow vendor group add new | Allows you to assign groups to the vendor. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow vendor group delete | Allows you to un-assign groups to the vendors. | Billing and AP, Billing Only, Full Access, Principal |
| Allow vendor group print | Allows you to print the vendor groups report. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow vendor group read | Allows you to view the list of vendor groups. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow vendor group update | Allows you to assign and unassign groups to the vendors. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show performance widgets | Allows you to view the Performance tab widgets and info bars. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show Tax ID | Allows you to view the tax ID of vendors. | Full Access, Manager Access + HR Administrator, Principal |
CRM - Campaign
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to custom fields | Allows you to access custom fields. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to notes | Allows you to access notes. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow email | Allows emailing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Campaign Status
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Campaign Type
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Commission Profile
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Competition
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Email Template
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Follow Up
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Industry
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Lead
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to custom fields | Allows you to access custom fields. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to notes | Allows you to access notes. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete email history | Allows deleting the email history. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow email | Allows emailing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow lead group delete | Allows you to un-assign groups to the leads. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow lead group new | Allows you to assign groups to the leads. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow lead group read | Allows you to view the list of lead groups. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow lead group update | Allows you to assign and unassign groups to the leads. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Lead Source
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Opportunity
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Level Access, Principal Selective: Manager Access + HR Administrator None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to custom fields | Allows you to access custom fields. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Allow access to notes | Allows you to access notes. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow opportunity group delete | Allows you to un-assign groups to the opportunities. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow opportunity group new | Allows you to assign groups to the opportunities. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow opportunity group read | Allows you to view the list of opportunity groups. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow opportunity group update | Allows you to assign and unassign groups to the opportunities. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow email | Allows emailing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update closed amount | Allows editing of the amount. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update closed date | Allows editing of the date. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Opportunity Stage
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Opportunity Type
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Priority
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Promotion
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Proposal
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete email history | Allows deleting the email history. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow email | Allows emailing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Proposal Template
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Prospect
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to custom fields | Allows you to access custom fields. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to notes | Allows you to access notes. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete email history | Allows deleting the email history. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow email | Allows emailing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow prospect contact delete | Allows deleting contact data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow prospect contact new | Allows you to create new contact data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow prospect contact read | Allows viewing the contact data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow prospect contact update | Allows editing the contact data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow prospect group delete | Allows you to un-assign groups to the prospects. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow prospect group new | Allows you to assign groups to the prospects. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow prospect group read | Allows you to view the list of prospect groups. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow prospect group update | Allows you to assign and unassign groups to the prospects. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Quote
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow clone | Allows cloning existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show bill rate | Displays the bill rate. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show cost rate | Displays the cost rate. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Quote Template
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Level Access Selective: Manager Access + HR Administrator, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show bill rate | Displays the bill rate. | CRM Administrator, Full Access, Manager Level Access |
| Show cost rate | Displays the cost rate. | CRM Administrator, Full Access, Manager Level Access |
CRM - Region
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Resource Library
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new resource groups. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new resource | Allows you to create new resource data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete resource | Allows deleting resource data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update resource | Allows editing the resource data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Sales Forecast
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Manager Access + HR Administrator, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to others' data | Allows you to access the data of other CORE users. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Level Access, Principal |
CRM - Sales Goal
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to all | Allows you to access all data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Score
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - Source
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
CRM - To Do Type
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: Billing and AP, Billing Only, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create new data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting existing data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the data. | CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Dashboard
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Account Balances | Allows you to view reconciled balances of your accounts. | Full Access |
| Active Accounts | Allows you to view active accounts of your company. | Full Access |
| Activity Performance | Allows you to view activity performance of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Aged Receivables | Allows you to view aged receivables of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Aging | Allows you to view the aging data of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Balance Sheet - Comparative | Allows you to view balance sheet of your company. | Full Access |
| Billing | Allows you to view billing data of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Campaign ROI | Allows you to view campaign data of your company for the year. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Cash Flow | Allows you to view the cash flow of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Client Performance | Allows you to view client performance of your company for the year. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Current Opportunities | Allows you to view opportunities data of your company for the year. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Documents | Allows you to view the documents of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Due Projects | Allows you to view the projects due of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Earned Value | Allows you to view the earned value of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Employee Allocation | Allows you to view the employee allocation of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Employee Missing Time | Allows you to view employee time data of your company for the year. | Full Access |
| Employee Performance | Allows you to view employee performance of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Expense Performance | Allows you to view expense performance of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Expenses | Allows you to view expenses of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Funding Requirement | Allows you to view funding data of your company for the year. | Full Access |
| Gross Margin By Client | Allows you to view gross margin of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Hours | Allows you to view billing hours of your company for the year. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| HR Upcoming Reviews | Allows you to view the upcoming performance reviews. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Income | Allows you to view income of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Income vs. Expenses | Allows you to view income and expenses of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Money Owed | Allows you to view money owed by your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Notes | Allows you to view notes of your company for the year. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Paid Time Off and Comp Hours | Allows you to view PTO of your company for the year. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Profit and Loss - Comparative | Allows you to view profit and loss status of your company. | Full Access |
| Project Allocation | Allows you to view project allocation for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Project Allocation by Activity | Allows you to view project allocation by activity for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Gross Margin by Project | Allows you to view project gross margin for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Project Performance | Allows you to view project performance of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Project Schedule | Allows you to view project schedule data of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Project Schedule by Allocation | Allows you to view project schedule of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Project Status | Allows you to view project status of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Reimbursables | Allows you to view employee reimbursables of your company for the year. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Retainer Balances | Allows you to view retainer balances of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| RFI | Allows you to view project RFI data of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Sales Funnel | Allows you to view sales data of your company for the year. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Sales Goal Performance | Allows you to view sales goals data of your company for the year. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Sales Velocity | Allows you to view sales data of your company for the year. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Staff Effective Rates | Allows you to view staff effective rates of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Staff Utilization | Allows you to view staff utilization of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Staff Workload | Allows you to view staff workload of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Submittals | Allows you to view project submittals data of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Task Allocation | Allows you to view your task allocation. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Time Performance | Allows you to view time performance of your company for the year. | Billing and AP, Billing Only, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| To-Dos | Allows you to view to-dos of your company for the year. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Top Opportunities | Allows you to view sales opportunities data of your company for the year. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Top Prospects | Allows you to view prospect data of your company for the year. | CRM Administrator, Full Access, Manager Level Access, Principal |
| Trust Fund Balances | Allows you to view trust fund balances. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Unbilled Time | Allows you to view unbilled time of your company for the year. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Workflows | Allows you to view workflow data of your company for the year. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Documents
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, CRM Administrator, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry None: HR Administrator, HR Standard |
| Allow access to other employees' files | Allows you to view the documents of all other employees. Document visibility is restricted by the security permissions of the related screens. | Billing and AP, Billing Only, CRM Administrator, Full Access, Principal |
| Allow add new | Allows you to add new documents. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows you to delete documents. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow print | Allows you to print documents. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows you to view the documents. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows you to edit the documents. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Human Resources - Benefit Assignment
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow access to self-record * | Allows viewing your own data. | HR Standard, Time and Expense + HR Standard |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
Human Resources - Benefit List
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
Human Resources - Benefit Usage
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow access to self-record * | Allows viewing your own data. | HR Standard, Time and Expense + HR Standard |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
Human Resources - Employee Incident
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow access to self-record * | Allows viewing your own data. | HR Standard, Time and Expense + HR Standard |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
Human Resources - Employee Journal
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow access to self-record * | Allows viewing your own data. | HR Standard, Time and Expense + HR Standard |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
Human Resources - Employee Review
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow access to assigned reviews * | Allows viewing your assigned data. | HR Standard, Time and Expense + HR Standard |
| Allow access to self-record * | Allows viewing your own data. | HR Standard, Time and Expense + HR Standard |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
Human Resources - Employee Termination
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow access to self-record * | Allows viewing your own data. | HR Standard, Time and Expense + HR Standard |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
Human Resources - Forms
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
Human Resources - Incident Type
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
Human Resources - Journal Status
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
Human Resources - Journal Type
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
Human Resources - Question
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
Human Resources - Question Type
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
Human Resources - Review Template
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
Human Resources - Salary History
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal Selective: HR Standard, Time and Expense + HR Standard None: Billing and AP, Billing Only, CRM Administrator, Time and Expense, Time Entry |
| 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. | HR Standard, Time and Expense + HR Standard |
| Allow add new | Allows adding new data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow delete | Allows you to delete data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow print | Allows you to print reports. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow read | Allows viewing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
| Allow update | Allows editing the data. | Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense + HR Standard |
Messages
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| Allow delete | Allows deleting the messages. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the messages. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow send messages | Allows you to send messages within the CORE network. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
My Payroll
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows you to view the My Payroll screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read My Profile | Allows you to view the My Profile tab in the My Payroll screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read Overview | Allows you to view the Overview tab in the My Payroll screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read Statements | Allows you to view the Statements tab in the My Payroll screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Notes
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, CRM Administrator, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard None: HR Administrator, HR Standard, Time Entry |
| Allow add new | Allows you to add new notes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow delete | Allows deleting the notes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow print | Allows printing the notes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow read | Allows viewing the notes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow to view all project notes | Allows viewing the notes of all projects. | Billing and AP, Billing Only, CRM Administrator, Full Access, Principal |
| Allow update | Allows editing the notes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
Project
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, CRM Administrator, Manager Access + HR Administrator, Manager Level Access, Principal None: HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the project information. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the project information. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows adding a new project. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow merge | Allows merging two projects and their information. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting a project. | CRM Administrator, Full Access |
| Disable access restrictions | Checked, the Manage Access settings are not implemented here. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to other managers' data | Allows you to access project information of other managers. | Billing and AP, Billing Only, CRM Administrator, Full Access, Principal |
| Allow reports from project list | Allows you to print project reports. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show project overview | Allows you to view the project overview widgets and info bars. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show billing and contract amounts | Allows you to view the billing and contract amount for a project. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show cost amounts | Allows you to see the total cost amount. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to custom fields | Allows you to access the custom fields. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to project notes | Allows you to access project notes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to transaction history | Allows you to access the project's transaction history. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow set billing information | Allows setting the billing information of projects. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow view of accounts and class | Enables you to view accounts and classes of projects. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow edit project accounts | Allows you to edit project-level accounts. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow edit project class | Allows you to edit project-level classes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow project group read | Allows you to view the list of project groups and view project groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow project group update and assignment | Allows you to edit project groups and assign or unassign projects to groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow project group add new | Allows you to assign groups to the projects and create new project groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow project group delete | Allows you to un-assign groups to the projects and delete project groups. | CRM Administrator, Full Access |
Project - Assignments
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Principal None: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to set up project assignments. | Full Access, Principal |
| Allow delete | Allows deleting the project assignments. | Full Access |
| Allow print | Allows you to print reports. | Full Access, Principal |
| Allow read | Allows viewing the project assignments. | Full Access, Principal |
| Allow to view all projects | Allows you to view all projects. | Full Access, Principal |
| Allow update | Allows editing the project assignments. | Full Access, Principal |
Project - Billing Schedule
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Manager Access + HR Administrator, Manager Level Access Selective: Billing and AP, Billing Only, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add a new billing schedule. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete the data. | Full Access, Manager Access + HR Administrator, Manager Level Access |
| Allow edit billed | Allows you to edit billed records. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print the billing schedule reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view the billing schedules. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit the existing billing schedules. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Project - Budget
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to data of all employees | Allows you to access the budgets created by all employees. | Billing and AP, Billing Only, Full Access, Principal |
| Allow access to employees I manage | Allows you to access the budgets created by employees you manage. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to add a new budget. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow approve | Allows you to approve budgets. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete a budget. | Full Access |
| Allow print | Allows printing of budget reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the budget data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow submit | Allows you to submit budgets. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing of budget data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update approved budgets | Allows editing of budgets after they are approved. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Delete budget row | Allows deleting budget line items. | Full Access, Manager Access + HR Administrator, Manager Level Access |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show expenses cost rate | Allows viewing the expense cost rate and cost amount. | Full Access, Principal |
| Show expenses markup and budget amount | Allows viewing expense markup, taxes, and budget amount. | Full Access, Principal |
| Show services bill rate | Allows viewing service bill rate, taxes, and budget amount. | Full Access, Principal |
| Show services cost rate | Allows viewing the service cost rate and cost amount. | Full Access, Principal |
Project - Drawing
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal Selective: Billing Only None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new drawings. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete drawings. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print drawings. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view the drawings. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit the drawings. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Project - Estimate
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access custom fields. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to data of all employees | Allows you to access the estimates created by all employees. | Billing and AP, Billing Only, Full Access, Principal |
| Allow access to employees I manage | Allows you to access the estimates created by employees managed by you. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to create a new estimate. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow approve | Allows you to approve estimates. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete estimates. | Full Access |
| Allow print | Allows you to print an estimate report. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the estimate data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow submit | Allows you to submit estimates. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the estimates. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update approved estimates | Allows you to update the estimates that are already approved. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Delete estimate row | Allows you to delete an estimate line item. | Full Access, Manager Access + HR Administrator, Manager Level Access |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show bill rate | Allows you to view the bill rates of line items. | Full Access, Principal |
| Show cost rate | Allows you to view the cost rates of line items. | Full Access, Principal |
Project - Fee Schedule
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create a new fee schedule. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete a fee schedule. | Full Access, Manager Access + HR Administrator, Manager Level Access |
| Allow delete expense line | Allows you to delete an expense line item. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete service line | Allows you to delete a service line item. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access |
| Allow print | Allows you to print a fee schedule report. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the fee schedules. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the fee schedules. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show bill rate | Allows you to see the bill rate data. | Full Access, Principal |
| Show cost rate | Allows you to see the cost rate data. | Full Access, Principal |
Project - RFI
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal Selective: Billing Only None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Project - Submittal
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal Selective: Billing Only None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete data. | Billing and AP, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Project - Template
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to view custom fields. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to set up project templates. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting the project templates. | Full Access |
| Allow read | Allows viewing the project templates. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the project templates. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Project Planning - Legacy Allocation and Forecasting
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| Allow access to allocation of all employees | Allows you to access allocated hours and units of all other employees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows adding new data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow copy and paste | Allows copying and pasting data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print allocation reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the allocations. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows you to edit the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update memo | Allows you to update the memo. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update percent complete | Allows you to update the % Complete value for allocated tasks. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow view all projects | Allows you to view all projects. | Billing and AP, Billing Only, Full Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Show amount | Allows you to view forecasting amount. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show forecasting data | Allows you to view forecasting data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Project Planning - Planner Allocation
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal Selective: Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| Allow add new | Allows adding new data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow copy and paste | Allows copying and pasting data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows printing reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the allocations. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update memo | Allows editing the memo. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update percent complete | Allows you to update the % Complete value for allocated tasks. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Project Planning - Planner Schedule
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Update schedule data | Allows updating the schedule data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show amount | Allows viewing scheduled amounts. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show forecasting data | Allows viewing forecasting data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Project Planning - Planner View
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| Allow access to allocation of all employees | Allows viewing data of other employees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow view all projects | Allows viewing data of all projects. | Billing and AP, Billing Only, Full Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Reminders
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Principal Selective: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the reminders. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the reminders. | Full Access, Principal |
Reports
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Principal None: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to scheduled reports | Allows you to view all scheduled reports. | Full Access, Principal |
| Allow access to custom reports | Allows you to view custom reports. | Full Access, Principal |
| Allow add new | Allows adding memorized and scheduled reports. | Full Access, Principal |
| Allow delete | Allows deleting filters and memorized reports. | Full Access, Principal |
| Allow read | Allows viewing the reports. | Full Access, Principal |
| Allow update | Allows you to edit filters and memorized reports. | Full Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Full Access, Principal |
| Show bill rates on reports | Allows you to see bill rates on reports. | Full Access, Principal |
| Show budget/estimate cost rates on reports | Allows you to see cost rates of budgets and estimates on reports. | Full Access, Principal |
| Show charge amount on reports | Allows you to see the charge amounts on reports. | Full Access, Principal |
| Show expense entry cost rates on reports | Allows you to see cost rates of expense entries on reports. | Full Access, Principal |
| Show master records cost rates on reports | Allows you to see cost rates of master records on reports. | Full Access, Principal |
| Show time entry cost rates on reports | Allows you to see cost rates of time entries on reports. | Full Access, Principal |
Settings
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Principal None: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the settings. | Full Access, Principal |
| Allow restore | Allows you to restore the settings. | Full Access |
| Allow update | Allows editing of settings. | Full Access, Principal |
Settings - Auto Complete
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal Selective: Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| Allow add new | Allows adding new entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows you to delete the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete shared | Allows you to remove the Shared status of entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update shared | Allows you to change the Shared status of entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Settings - Class
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to enter new data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete the data. | Billing and AP, Billing Only, Full Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Settings - Cloud Storage
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Level Access, Principal, Time and Expense, Time Entry None: CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Time and Expense + HR Standard |
| Allow add new | Allows you to add new document destinations. | Billing and AP, Billing Only, Full Access, Manager Level Access, Principal, Time and Expense, Time Entry |
| Allow delete | Allows you to delete document destinations. | Billing and AP, Billing Only, Full Access, Manager Level Access, Principal, Time and Expense, Time Entry |
| Allow read | Allows viewing the document destinations. | Billing and AP, Billing Only, Full Access, Manager Level Access, Principal, Time and Expense, Time Entry |
| Allow update | Allows editing of document destinations. | Billing and AP, Billing Only, Full Access, Manager Level Access, Principal, Time and Expense, Time Entry |
Settings - Company
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Principal None: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows you to view the company data. | Full Access, Principal |
| Allow create and update | Allows you to create a new company and edit the company data. | Full Access, Principal |
Settings - Cost Pools
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to create a new cost pool. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting a cost pool. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the cost pool data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit the cost pools. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Settings - Currency Manager
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new data. | Billing and AP, Billing Only, Full Access, Principal |
| Allow delete | Allows deleting the existing data. | Billing and AP, Billing Only, Full Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Principal |
| Allow read | Allows viewing the data. | Billing and AP, Billing Only, Full Access, Principal |
| Allow update | Allows editing the data. | Billing and AP, Billing Only, Full Access, Principal |
Settings - Custom Fields
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Principal Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| Allow add new | Allows you to add new custom fields. | Full Access, Principal |
| Allow add new custom list | Allows you to add new custom lists. | Full Access, Principal |
| Allow delete | Allows you to delete custom fields. | Full Access, Principal |
| Allow delete custom list | Allows you to delete custom lists. | Full Access, Principal |
| Allow print | Allows you to print reports. | Full Access, Principal |
| Allow read | Allows you to view the data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read custom list | Allows you to view the custom lists. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the existing custom fields. | Full Access, Principal |
| Allow update custom list | Allows editing the existing custom lists. | Full Access, Principal |
Settings - Custom Labels
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Principal None: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new custom labels. | Full Access, Principal |
| Allow delete | Allows you to delete custom labels. | Full Access, Principal |
| Allow read | Allows you to view the data. | Full Access, Principal |
| Allow update | Allows editing the existing custom labels. | Full Access, Principal |
Settings - Integrations
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, Principal Selective: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow company integrations | Allows you to sync data at the company level with applications such as Xero, MYOB AccountRight and QuickBooks Online. | Full Access, Principal |
| Allow get | Allows you to get data from your accounting program into CORE. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow individual integrations | Allows you to sync data at the individual level with applications such as Office 365. | Billing and AP, Billing Only, CRM Administrator, Full Access, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow send | Allows you to send data from CORE to your accounting program. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow sync settings | Allows you to access the Sync Settings screen for your accounting program. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Settings - Manage Access
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Principal None: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to set up access restrictions. | Full Access, Principal |
| Allow delete | Allows you to delete the access restriction data. | Full Access |
| Allow print | Allows you to print reports. | Full Access, Principal |
| Allow read | Allows viewing the access restriction data. | Full Access, Principal |
| Allow to view all projects | Allows you to view all projects. | Full Access, Principal |
| Allow update | Allows editing the access restrictions settings. | Full Access, Principal |
Settings - Note Category
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to add new notes category. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows deleting the notes category. | Billing and AP, Billing Only, Full Access, Principal |
| Allow print | Allows printing the notes category report. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the notes categories. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the notes category. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Settings - Permissions & Profiles
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Principal None: Billing and AP, Billing Only, CRM Administrator, HR Administrator, HR Standard, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows you to delete security settings. | Full Access, Principal |
| Allow print | Allows printing reports. | Full Access, Principal |
| Allow read | Allows viewing the security settings of users. | Full Access |
| Allow update | Allows editing the security settings of users. | Full Access, Principal |
Time & Expense - Activity
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to bill rate and cost rate | Allows you to view the Bill Rate and Cost Rate of activities. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to custom fields | Allows you to view the custom fields of activities. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow activity group add new | Allows you to assign groups to the activity. Allows you to create new activity groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow activity group delete | Allows you to un-assign groups to the activities. Allows you to delete activity groups. | CRM Administrator, Full Access |
| Allow activity group read | Allows you to view the list of activity groups. Allows you to view activity groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow activity group update | Allows you to assign and unassign groups to the activities. Allows you to edit activity groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to add a new activity item. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete existing activity data. | CRM Administrator, Full Access |
| Allow print | Allows you to print the activity report. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view the activity items. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit existing activity data. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Time & Expense - Expense Entry
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard None: CRM Administrator, HR Administrator, HR Standard, Time Entry |
| 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. | Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard |
| Allow access to custom fields | Allows you to access the custom fields. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow access to employees I manage | Allows access to expense entries of employees you manage. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to entries of all employees | Allows access to expense entries of all employees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to enter and save a new expense. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow batch change | Allows you to make batch changes to expense entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow change billable/non-billable | Allows changing the billable status of an expense entry. | Billing and AP, Billing Only, Full Access, Principal |
| Allow copy and paste | Allows copying and pasting of expense entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow delete | Allows deleting an expense entry. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard |
| Allow edit approved entry | Allows you to edit approved expense entries. By default, CORE does not allow editing of approved entries. | Billing and AP, Billing Only, Full Access, Principal |
| Allow edit billed entry | Allows you to edit billed expense entries. By default, CORE does not allow editing of billed entries. | Full Access |
| Allow edit classification | Allows you to edit a classification or add a new one. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow edit currency multiplier | Allows you to change the currency multiplier for expenses. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow edit expense description | Allows you to edit description of the expense entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow edit memo | Allows you to edit expense entry memos. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow edit submitted entry | Allows you to edit a submitted expense entry. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow mark paid | Allows you to mark the expenses as paid. | Billing and AP, Billing Only, Full Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow read | Allows viewing the expense entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow reimburse | Allows you to mark expenses as reimbursable. | Billing and AP, Billing Only, Full Access, Principal |
| Allow to approve entries of others | Allows you to approve expense entries of others. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow to mark entry as extra | Allows you to mark expense entries as extra. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows editing the expense entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Apply project assignments on top of access restrictions * | Allows you to override the Manage Access settings with project assignments. | |
| Disable access restrictions | Checked, the Manage Access settings are not implemented in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Enable sending entries to Excel | Allows you to send or export expense entries to Microsoft Excel. | Full Access, Time and Expense, Time and Expense + HR Standard |
| 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. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Show classification | Allows you to view the classification for an employee. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show cost | Allows you to see the per unit cost of an expense. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Show cost amount | Allows you to see the total cost amount of an expense. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Show expense account | Allows you to view the Expense Account associated with the expense entries. | Full Access |
| Show income account | Allows you to view the Income Account associated with the expense entries. | Full Access |
| Show markup | Allows you to see the Markup field for expenses. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Show submit options when submitting expense entry | Allows you to see all the submit options while submitting expenses. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
Time & Expense - Expense Items
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: CRM Administrator, Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal None: HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Access to cost rate and markup | Allows access to cost rate and markup percentage. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to custom fields | Allows you to access Custom Fields for this screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Enables adding new expense codes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Enables deleting expense codes. The Delete button is available. | CRM Administrator, Full Access |
| Allow expense group add new | Allows you to assign groups to the expense. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow expense group delete | Allows you to un-assign groups to the expenses. | CRM Administrator, Full Access |
| Allow expense group print | Enables you to print expense group reports. The Print button of the Expense Groups screen is available. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow expense group read | Allows you to view the list of expense groups. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow expense group update | Allows you to assign and unassign groups to the expenses. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Enables you to print expense reports. The Print button is available. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Enables viewing the expense data on the screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Enables editing the details of the expense codes. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Disable access restrictions | Checked, it does not implement the Manage Access settings in this screen. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Time & Expense - Overtime Calculator
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows you to view the overtime data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit the overtime calculations. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow to update other employees' time entries | Allows you to edit the time entries of other employees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Time & Expense - Personal Time Off
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access Selective: Billing and AP, Billing Only, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Standard |
| Allow access to employees I manage | Allows you to access the PTO data of employees you manage. | Billing and AP, Billing Only, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to data of all employees | Allows you to access the PTO data of all employees. | Billing and AP, Billing Only, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to add new PTO data. | Billing and AP, Billing Only, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow approve/unapprove/reject | Allows you to approve, un-approve or reject the personal time off requests. | Billing and AP, Billing Only, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow delete | Allows you to delete PTO data. | Billing and AP, Billing Only, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow edit approved entry | Allows you to edit approved PTO entries. | Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access |
| Allow print | Allows you to print the personal time off report. | Billing and AP, Billing Only, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows viewing the PTO data. | Billing and AP, Billing Only, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows you to edit PTO entries. | Billing and AP, Billing Only, Full Access, HR Administrator, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Time & Expense - Reviewer
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access None: CRM Administrator, HR Administrator, HR Standard, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow apply filters | Allows you to apply filters. It enables the filter panel as well as the system filters. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow read | Allows you to view the time and expense data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update | Allows you to edit the time and expense data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update rates | Allows you to edit the rates of entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| 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. | Manager Access + HR Administrator, Manager Level Access |
| Restrict employee and vendor list to the ones I manage * | Allows you to restrict the employee and vendor lists to the ones you manage. | |
| Show submit options when submitting entry | Allows you to access submit options. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
Time & Expense - Time Entry
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Full Access Selective: Billing and AP, Billing Only, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| 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. | Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to custom fields | Allows you to access the custom fields. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to employees I manage | Allows access to time entries of employees you manage. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to entries of all employees | Allows access to time entries of all employees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow access to time entries | Allows you to access the Time Entries screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to Time Card | Allows you to access the Time Card screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow add new | Allows you to make and save a new time entry. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow approve my entries | Allows you to approve your time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard |
| Allow batch change | Allows you to make batch changes to time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow change billable/non-billable | Allows changing the billable status of a time entry. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time Entry |
| Allow copy and paste | Allows copying and pasting of time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows deleting a time entry. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow edit activity description | Allows you to edit description of the time entries. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow edit amount | Allows you to edit the time entry amount. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow edit approved entry | Allows you to edit approved time entries. By default, CORE does not allow editing of approved entries. | Billing and AP, Billing Only, Full Access, Principal |
| Allow edit billed entry | Allows you to edit billed time entries. By default, CORE does not allow editing of billed entries. | Full Access |
| Allow edit classification | Allows you to edit a classification or add a new one. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow edit memo | Allows you to edit time entry memos. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow edit submitted entry | Allows you to edit a submitted time entry. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow mark paid | Allows you to mark the time as paid. | Billing and AP, Billing Only, Full Access, Principal, Time Entry |
| Allow mark time entry as overtime | Allows you to mark the time as overtime. | Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow print | Allows you to print reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow to approve entries of others | Allows you to approve time entries of others. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow to mark entry as extra | Allows you to mark time entries as extra. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time Entry |
| Allow update | Allows editing the time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update actual hours for other employees | Allows editing the Actual Hours of other employees' time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow update rates | Allows editing the rates of time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Apply project assignments on top of access restrictions * | Allows you to override the Manage Access settings with Project Assignments. | |
| Disable access restrictions | Checked, the Manage Access settings are not implemented in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Enable sending entries to Excel | Allows you to send or export time entries to Microsoft Excel. | Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Limit editing to self only * | Allows you to edit only your own time entries. However, you can approve/reject/forward entries of other employees. | Time Entry |
| Show amount | Allows you to see the amount for time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Show bill rates and cost rates | Allows you to see the bill and cost rates for time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time Entry |
| Show classification | Allows you to view the classification for an employee. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Show cost rate | Allows you to see the per hour cost rate. | Billing and AP, Billing Only, Full Access, Principal |
| Show expense account | Allows you to view the Expense Account associated with the time entries. | Full Access |
| Show income account | Allows you to view the Income Account associated with the time entries. | Full Access |
| Show submit options when submitting time entry | Allows you to see all the submit options while submitting time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Show WUD | Allows you to see the WUD field for time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
Time & Expense - Timer
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Principal Selective: Manager Access + HR Administrator, Manager Level Access, Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| Allow access to data of all employees | Allows access to time entries of all employees. | Billing and AP, Billing Only, Full Access, Principal |
| Allow add new | Allows you to make and save a new time entry. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow adjust time | Allows adjusting the time entry. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows deleting a time entry. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow log time | Allows you to log your time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow multiple timers | Allows you to run multiple timers. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow run timer | Allows running the timer. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow to change billable/non-billable | Allows changing the billable status of a time entry. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time Entry |
| Allow update | Allows editing the time entries. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Apply project assignments on top of access restrictions * | Allows you to override the Manage Access settings with Project Assignments. | |
| Disable access restrictions | Checked, the Manage Access settings are not implemented in this screen. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Limit editing to self only * | Allows you to edit only your own time entries. However, you can approve/reject/forward entries of other employees. | Time Entry |
To Do List
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal Selective: Time and Expense, Time and Expense + HR Standard, Time Entry None: CRM Administrator, HR Administrator, HR Standard |
| Allow access to custom fields | Allows you to view custom fields data. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow access to data of all employees | Allows you to access data of all employees. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal |
| Allow add new | Allows you to add new to-dos. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow clone | Allows cloning the to-dos. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow delete | Allows deleting the to-dos. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow print | Allows printing the reports. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow read | Allows viewing the to-do lists. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the to-dos. | Billing and AP, Billing Only, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
User Settings - User Preference
| Security Option | Description | Availability |
| Module Security | Permissions for the module. | All: Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry None: HR Administrator, HR Standard |
| Allow read | Allows you to access the user settings. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |
| Allow update | Allows editing the user settings. | Billing and AP, Billing Only, CRM Administrator, Full Access, Manager Access + HR Administrator, Manager Level Access, Principal, Time and Expense, Time and Expense + HR Standard, Time Entry |