• 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…
  • SECURITY LEVELS FOR PAYROLL

    I have a employee to process payroll and I do not want them to be able to see or access salaried employees. Is there a way to deny access to specific employee cards and also records that are created for checks for certain users? Sage definitely needs…
  • 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…
  • How can I restrict user access to a specific property?

    FormerMember
    FormerMember
    Hello! I'm setting up new users in Timberline and I want to restrict their access to where they can only see their specific property. How can I do that? Do I have to create a role for that property? If so how do I assign the property to the role? Thanks…