Employee access rights and login settings can be determined from System Management, once password protection is enabled.
There are three levels of access within Abtrac and each can be customised to some extent.
· Administrators
· Standard Users
· Timesheet Users
Password Protection
You can enable password protection through System Management > Miscellaneous Properties.
From this screen you can also choose which screen opens by default on start up – if no choice is selected, or the menu chosen is restricted to some user levels, the Abtrac homepage will open by default.
Login Details
Then from System Management > Administrator > Edit users you can set access rights, and a username and password for each employee.
(Provided you have already entered employee details from System Management > Administrator > Employee Details)
Access Rights
There are three levels of access within Abtrac and each can be customised to some extent.
· Administrators
· Standard Users
· Timesheet Users
Timesheet only users* can enter time, schedule work, and view the Clients and Projects menu. Optionally timesheet users can also view cost rates and hidden cost fields whilst entering time, and commit completed timesheets. (Some Timesheet only settings need to be enabled in System Management > Timesheet Properties, as well as in Edit Users.)
A Standard Abtrac user* has access to most Abtrac menus, with the exception of System Management and Debtor Management. Standard users have the same optional restrictions as Timesheet only employees.
Administrators in Abtrac have access to all menus and modules, but can still be restricted from viewing sensitive information. Administrators can optionally be excluded from the same settings as a standard user – whilst still retaining access to the Debtors module and most menu choices within System Management. You can also define one or all administrators to be a ‘system manager’ responsible for processing license and software updates for the office.
*Timesheet only and Standard Users do not have access to view employee cost rates in timesheets, employee budgets, or management reports by default. Typically offices choose to flag reports detailing sensitive business information as management reports, and restrict access to employees. Management Reports can be specified within System Management > Administration.
Default user settings are summarised in the table below.
In addition to these default settings a number of access rights can be optionally applied, as below.
Abtrac KB# 2014
