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User access groups

Assign system access to employees with similar responsibilities using user access groups and define their program and transaction access.

Steps:  

  1. Navigate to Set Up Files > User Access Group. 
  2. Create A New User Group or click a user group name link. 
  3. Add or remove access from the list by using the right or left arrows.
There are 3 levels of access for each transaction type
    1. Full Access 
    2. Read Only 
    3. My Data Only 

Screen Shot 2021-04-26 at 11.42.44 PMTransaction Types

The following is a list of existing transaction types and the corresponding module and page within the platform.

 

Transaction Type  Description
Accountability Support Ticket Submit a help request to support
Accounting Month Close - Offices/Transaction Types Lock or unlock periods so users can or cannot post transactions
Accrued Revenue Record revenue earned but not yet invoiced
API Credentials Connect the system to external tools
Approval Settings Set how approvals work in the system
Approve Credit Cards Review and approve company credit card transactions
Approve Draft Client Job Invoices Approve draft invoices before they are finalized
Approve Estimates Approve budgets/estimates before work starts
Approve Expense Claims Approve employee expense submissions
Approve Final Client Job Invoices Approve invoices before they are posted to accounting
Approve Journals Approve journal entries before they affect financials
Approve Leave Approve employee time off
Approve Media Estimates Approve media-related budgets
Approve Purchase Orders Approve planned spending before it happens
Approve Supplier Invoices Approve vendor bills before posting
Approve Weekly Timesheets Approve employee time entries
AWS QuickSight View dashboards and reports
Bank Reconciliation Match system transactions to your bank statement
Budget Reports - Client Budgets View budgets by client
Budget Reports - General View overall budget reports
Budget Set Up Create and manage budgets
Budgets Access budgeting tools
Campaigns Group jobs together for reporting
Cash Flow Budgets Plan and track expected cash in and out
Client Budget Assumptions Set rules used when building budgets
Client Budgets Manage budgets for specific clients
Client Inquiry View what clients owe you
Client Invoice Summary View a summary of invoices
Client Job Invoices Create and manage client invoices
Client Job Invoices Convert Draft Turn a draft invoice into a final invoice