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User Profile Settings

High-level system access typically involves full administrator access to users who need full control of the system.
Medium-level system access is generally given to managers. It may involve elements such as billing and project management.
Low-level system access is usually limited to time and expense entry for standard users.

The access level columns in the table below provide a sample set of options that may be granted at each of these levels.

Field	Description	High-Level Access	Medium-Level Access	Low-Level Access
Start Page	This Drop-down list enables you to specify the screen that should open automatically when you log into Sage Coretime.	Timesheets	Project Manager Approval	Timesheets
Full Administrator Security	Select this checkbox to grant the employee every permission available in the user profile (with the exception of Disallow Time Entry and Disallow Expense Entry). To apply system access settings individually, ensure that this checkbox is deselected.
Summary Option (Time)	Allows access to the Summary screen in the left-hand pane's Time view. Allows access to the Summary screen in the left-hand pane's Time view.
Team Chart (Time)	Allows access to the Team Chart screen in the left-hand pane's Time view
Change Password (Time)	Allows the employee to change their password. See Changing your Password for more information.
Disallow Time Entry (Time)	When this checkbox is selected, the employee can't enter time.
Disallow Expense Entry (Time)	When this checkbox is selected, the employee can't enter expenses.
Separate Worktypes	Allows the user to select work types that are not standard.
Restrict to Budget (Time & Expense)	If a particular project has a budget, a user who is included in the budget can make time entries in the project. When this option is enabled, the employee receives a warning when they post a time or expense entry that would exceed the budget. They can't post such an entry. When this option is disabled, the employee is allowed to post an entry that exceeds the budget.
Head of Department	This checkbox enables you to specify that en individual is Head of Department. The Head of Department has access to the time sheets of all employees in their department, and also receives Budget Overrun notices for the department.
View All Employees' Time	Allows the user to view all other employees time entries. This is normally suitable for senior management only.
Edit & Delete Posted Data	Allows the user to make changes to time and expenses that have been posted.
Approve Time	Allows the user to approve time.
Approve Expenses	Allows the user to approve expenses.
Project Manager Approval (Time)	Allows the Project Manager to approve project time and expenses.
Show Charge-Out Value of Time	Allow the users to see their own charge-out values in reports.
Find Details	Selecting this checkbox adds a Find Details icon to the Time view in the left-hand pane. Selecting this option enables you to search for clients, projects, contacts and invoices/fee notes. For more information, see Find Details.
Project Review	Provides user access to the Projects view. View only: This provides the employee with view-only access to projects. This is usually disabled in High-Level access. No Restrictions: This provides the employee with access to all clients and projects. Project WIP: This provides the employee with access to the project Work-in-Progress (WIP) tab. Edit Invoice Outlay Details: This allows the employee to make changes to invoice outlay information. Provisional Invoices Only: This restricts the employee's access in projects so that they can open provisional invoices only. This is usually disabled in High-Level access. Prov and Write-Offs Only: This restricts the employee's access in projects so that they can open provisional invoices and write-offs only. This is usually disabled in High-Level access. Project Debtors: This provides the employee with access to the project Debtors tab. Project Budget: This provides the employee with access to the project Budgets tab. View Only - Budget: This provides the employee with view-only access to the project Budgets tab. This is usually disabled in High-Level access. Project Details: This provides the employee with access to the project Project Details tab. Project Details - Fees/Fund Details: This enables the employee to work with fund details in projects. (The Use Fund Detail checkbox must also selected in the System Setup window's Accounting Options section to enable Fund Details in the system.) Client/Contacts Details: This provides the employee with access to the project Client Details tab. Project Financial Summary: This provides the employee with access to the project Financial Summary tab. Restrictions: This provides the employee with access to the project Restrictions tab. This must have been enabled already in the System Options screen's Other tab. See Activity/Expense Restrictions for more information.
Report Options	When this option is selected, the employee has access to the Reports view in the left-hand pane. For more information, see Report Options.
Edit Options	Provides user access to the Edit view. Employees: Allows Editing of Employee details in the Edit menu. Edit Employee Profile: Enables the System Administrator to assign employee permissions, and create and delete employees. Positions: Enables the employee to add and edit positions. Add Clients/Projects: Enables the employee (usually a manager) to add new clients and projects. Delete Clients/Projects: Enables the employee to delete clients and/or projects. Contacts: Allows access to the Client / Contracts Details screen. Expenses: Enables the employee to create edit expenses. Service Providers: Enables the employee to create and edit service provider records. Activities: Enables the employee to create and edit activities. Bill Texts: Enables the employee to create and edit bill texts. Currencies: Enables the employee to create and edit currencies. Project Template: Allows editing of Project Template details in the Edit menu. Directors/Shareholders: Enables the employee to create and edit director/shareholder records. Counties: Enables the employee to create and edit counties. Investments: Enables the employee to create and make changes to investment records. See Edit Options.
Utilities Options	Selecting this checkbox provides the employee with access to the Utilities view in the left-hand pane. There are a number of sub-options you can also enable: Analysis Groups: Enables the employee to add and edit analysis groups. Project Analysis: Enables the employee to manage project analysis codes. Client Analysis: Enables the employee to manage client analysis codes. Employee Analysis: Enables the employee to manage employee analysis codes. See Utilities Options
System Setup	Selecting a checkbox in this section gives the employee access to the corresponding System Setup option in the left-hand pane's Utilities view: System Options Label Options Style Options Report Manager Ledger Codes Invoice Setup E-mail Warning Setup Statement Options Licence Details Site Access Offices See System Setup
Database Utilities	Selecting a checkbox in this section gives the employee access to the corresponding Database Utilities option in the left-hand pane's Utilities view: Query Analyser Carry Forward/Journals (occasionally given to management) Outlay (occasionally given to management) Post Time (occasionally given to management) Post Expenses (occasionally given to management) Export to CSV Merge Utility Merge Analysis Codes Rate Changer Setup Wizards Report Profiles Export for Vision Fee Types Mand. Fields/Labels Block Time Entry (occasionally given to management) Alert Manager Password Policy Excel Import Access Import Add Default Projects See Database Utilities
Client Utilities	Selecting a checkbox in this section gives the employee access to the corresponding Client Utilities option in the left-hand pane's Utilities view: Payments Work Types Payment Methods Outlay for Fees See Client Utilities
Task Manager	Selecting this checkbox gives the employee access to the Task Manager module in the left-hand pane's Add On view. The Tasks sub-option enables you to grant the employee access to Tasks in the left-hand pane's Time view. Clicking this icon displays the employee's assigned tasks. See Task Manager
Staff Planner	This option enables the Staff Planner add on. The following sub-options are associated with the Staff Planner: Schedule: Allows access to the schedule screen in the Time menu. Planner States: Enables the employee to set up and edit planner states. This is usually disabled for Low-level Access. View Only - Staff Planner: This grants the employee view-only access to the Staff Planner. This option is usually disabled in High-Level access. See Staff Planner
Dashboard	Enabling this option grants the employee access to the Summary Dashboard add on in the left-hand pane's Time view.

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