• Setting up permissions for Work Orders

    We are having issues with unauthorized people changing job cost codes, moving people around in the D-board and activating jobs. We need to set up read-only access for SM work orders and found the area to restrict access in the Security Administration…
  • Job Costing Payroll for Office Staff

    So as our firm grows, it is quickly becoming an issue that anyone who has access to 6-3 can see what are effectively payroll entries for other members of their team as well as members of other teams. This information ends up being displayed a daily rate…
  • Task in Security for only one data folder

    I have users that need to run specific reports in only specific data folders. So they do not run the wrong report by accident in the wrong data folder I want to limit what reports they see when they change companies/data folders. Currently, you can only…