Contents
 Welcome
    About Office Timesheets
       Features
       Versions
       System Requirements
 Installing Office Timesheets
    Office Timesheets Server Installation
    Installing Office Timesheets with Microsoft SQL Server Express
 Accessing Office Timesheets
    Logging into the Office Timesheets Self-Installed Version
    Logging into the Office Timesheets Hosted Version
    Logging out from Office Timesheets
 The Office Timesheets Application Interface
 Configuring Office Timesheets
    Setting Time Entry Options
    Setting Company Information
    Configuring E-mail Settings
    Setting Auditing Options
       Implementation of Auditing in Office Timesheets
    Changing Regional Settings
       Assigning Regional Options Settings to Other Users
    Setting Up User Accounts
       Understanding User Accounts
       Adding User Accounts
       Viewing or Changing User Account details
       Resetting a User’s Password
       Deleting a User’s Account
    Changing your Password
    Controlling Access with Security Policies
       Understanding Security Policies
       Using Security Policies
       Creating a New Security Policy
          Selecting the Interface Options
          Providing access to Element-related Functions
          Providing access to Task-related Functions
          Providing access to Entry-related functions
          Providing access to Lock-related functions
          Enforcing Time Entry Options
          Enforcing Regional and Language Options
          Saving the Security Policy
       Using Security Policies to allow members from different groups to share data
       Making Changes to a Security Policy
       Deleting a Security Policy
    Configuring Password Options
       Password Options for Office Timesheets Hosted Version
       Password Options for Office Timesheets Self-Installed Version
 Setting Up and Managing Processes
    Understanding Office Timesheets Data and Process Framework
    Defining the Elements to Track Time and Expense Entries
    Defining Custom Fields for the Task Elements
       Custom Field Types
    Defining Task Rate Field Labels
    Customizing Task Status Values
    Customizing Entry Status Values
    Customizing Approval Status Values
    Defining Rate Table Labels
    Holidays and Holiday Groups
       Creating a Holiday Entry
       Viewing or Making Changes to a Holiday Entry
       Deleting a Holiday Entry
       Creating a Holiday Group Entry
       Viewing or Making Changes to a Holiday Group Entry
       Deleting a Holiday Group Entry
    Defining Task Rules and Dependencies
    Understanding Approval Process Workflows
    Managing your Approval Process Workflow
       Adding an Approval Step Entry
          Specifying the Email Notification Settings
          Setting Time Entry Status Fields
          Setting Expense Entry Status Fields
          Saving the Approval Step Entry
       Viewing or Making Changes to an Approval Step Entry
       Deleting an Approval Step Entry
    Managing Reporting Periods
       Adding a Reporting Period
          Specifying Timesheet Rules for the Reporting Period
          Specifying Employee Notification Settings
          Specifying Manager Notification Settings
          Saving the Reporting Period Entry
       Viewing or Making Changes to a Reporting Period Entry
       Deleting a Reporting Period Entry
    Employees and Employee Groups
       Adding an Employee Entry
          Setting the Pay Rates for the Employee
          Assigning the Employee to One or More Groups
          Specifying Dependent Element Items and Groups
          Entering Other Details about the Employee
          Saving the Employee Entry
       Viewing or Making Changes to an Employee Entry
       Deleting an Employee Entry
       Creating an Employee Group Entry
       Viewing or Making Changes to an Employee Group Entry
       Deleting an Employee Group Entry
    Element Items and Element Item Groups
       Adding an Element Item Entry
          Assigning the Element Item to one or more Groups
          Specifying Dependency Element Items and Groups
          Entering Other Details About the Element Item
          Saving the Element Item Entry
       Viewing or Making Changes to an Element Item Entry
       Deleting an Element Item Entry
       Creating an Element Item Group Entry
       Viewing or Making Changes to an Element Item Group Entry
       Deleting an Element Item Group Entry
    Expense Items and Expense Item Groups
       Adding an Expense Item Entry
          Assigning the Expense Item to One or More Groups
          Entering Other Details About the Expense Item
          Saving the Expense Item Entry
       Viewing or Making Changes to an Expense Item Entry
       Deleting an Expense Item Entry
       Creating an Expense Group Entry
       Viewing or Making Changes to an Expense Group Entry
       Deleting an Expense Group Entry
 Managing Timesheets, Expenses and Task Entries
    Viewing your Timesheet
       Timesheet View
       Day View
       Time Clock View
    Viewing your Expense Sheet
    Configuring the Timesheet and Expense Sheet View
    Adding Task Entries
    Viewing or Making Changes to Task Entries
    Copying Tasks between Timesheets
    Adding Time Entries
       Directly Typing Values into a Cell
       Using the Time Entry Dialog Box
       Using the Timer
    Using the Day View
    Using the Time Clock View
    Viewing or Making Changes to Time Entries
    Adding Expense Entries
    Viewing or Making Changes to Expense Entries
    Mass Updating Task, Time, and Expense Entries
       Examples of Using Mass Update
          Example—Marking Expense Entries as Billable
          Example—Marking Time Entries as Overtime
          Example—Rejecting All Submitted Timesheets and Expense Sheets
          Example—Changing the Standard Pay Rate
          Example—Changing the Due Date for a Task
          Example—Marking a Project as Completed
 Appendix
    Using the Date Picker
    Using the Select Element Dialog Box
    Using the List Items Dialog Box
  
Index

Home > Configuring Office Timesheets > Controlling Access with Security Policies > Understanding Security Policies

Understanding Security Policies

Security Policies within Office Timesheets are a collection/grouping of security rights, which are assigned to one or more Office Timesheets users. Security Policies determine what an Office Timesheets user can see and/or do within the Office Timesheets application.

 

Note: Office Timesheets will allow the creation of an unlimited number of Security Policies, but a user can only be assigned one Security Policy.

 

By default, Office Timesheets provides three default Security PoliciesAdministrator, Manager and Employee. Each Security Policy provides an employee with a different level of security or access rights to the various areas of Office Timesheets.

 

Note: As a system administrator, you can use the starter Security Policies as they are, edit them to suit your requirements or create new Security Policies from scratch.

 

The Security Policies screen lists all the Security Policies that currently exist in the Office Timesheets database. From this screen, an Office Timesheets administrator can create new Security Policies, and edit or delete existing Security Policies.

You can create a new Security Policy or make changes to an existing policy using the Security Policies dialog box (which is accessible when you click the Add or Open button in the Security Policies screen).

Administrators can use Security Policies to control end users' access to every aspect of Office Timesheets. Thus, administrators can determine precisely how Office Timesheets appears to the end user. You can—

  • Control access to the tabs that a user or group of users can use.
  • Control access to the Ribbon Groups within a tab that a user or group of users can use.
  • Control access to the Commands or Functions within a Ribbon Group.
  • Specify the start-up view for a user or group of users.
  • Specify the items that a user or group of users can add, edit or delete.
  • Control access to task-related activities.
  • Control access to entry-related activities.
  • Specify whether a user or group of users can make use of locks or override locks.
  • Enforce the time entry options in the Timesheet View for a user or group of users.
  • Enforce the regional and language options in the Timesheet View for a user or group of users.
 

Tip: Time entry options and regional and language options can either be set by individual users (if they are given access to the relevant areas of the System Configuration tab), or can be enforced via the Security Policy assigned to the user.

When these options are enforced via the Security Policy assigned to a user, he/she will no longer be able to change the settings (even if the user has access to the System Configuration tab). As long as the settings are enforced via the Security Policy, the options that have been enforced will appear disabled or grayed out in System Configuration tab.

 


 

Note: When the settings are enforced by a Security Policy assigned to some users, it only affects those users who have not changed the default settings. If a user has changed the default settings, the user’s settings are not affected by the enforcement. However, as long as the settings are enforced, the user will not be able to change the settings.

 

Use the Security Policies screen to manage your security policies.

System Configuration: Security Policies screen

The main component of the Security Policies screen is a list box containing a list of all the currently defined Security Policies. The following table describes the rest of the Security Policies screen—

Item How to use the Item Default Value
(if any)
The Add button Click the Add button to add a new Security Policy.
The Open button Select a Security Policy from the Security Policies list and click the Open button to view/edit the details of a Security Policy.
The Delete button

Select a Security Policy from the Security Policies list and click the Delete button to delete a Security Policy.

 

Note: Office Timesheets will not allow you to delete a Security Policy that is in use. You can only delete a Security Policy if it has not been applied to any user account.

 


See also

  
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