DOCUMEN TATION - practiceengine.zendesk.com · Timesheet data API_Timesheets In order to give permission to view a web page, permission for all previous levels must be given e.g

Phone: 01981 590410

Fax: 01981 590411

E-mail: [email protected]

V9.6 Web Permissions –

Administrators Guide

DOCUMEN

TATION

Copyright 2018 The Practice Engine Group Ltd. All Rights Reserved

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CHANGE HISTORY

ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS

DATE: JAN 10

AUTHOR DATE CHANGE

MICHELLE HARRIS AUGUST 2010 UPDATE TO 8.2

MICHELLE HARRIS NOVEMBER 2011 UPDATE TO 8.3

MICHELLE HARRIS JUNE 2012 UPDATE TO 8.3.3

MICHELLE HARRIS NOVEMBER 2012 UPDATE TO 8.4.1

MICHELLE HARRIS SEPTEMBER 2014 UPDATE TO V9

MICHELLE HARRIS JANUARY 2016 UPDATE TO 9.3

MICHELLE HARRIS APRIL 2017 UPDATE TO 9.6

MICHELLE HARRIS MAY 2018 GDPR PERMISSIONS


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CONTENTS

Change History ........................................................................................................................................ 2

Overview ................................................................................................................................................. 4

Groups ..................................................................................................................................................... 5

Creating Groups .................................................................................................................................. 6

Creating a new Group ..................................................................................................................... 6

Allocating Web Pages and Dashlets to Groups ............................................................................... 6

Adding/ Removing Staff Members to/ From Groups ...................................................................... 7

Dashlets ................................................................................................................................................... 8

Staff Dashboard .................................................................................................................................. 8

Client Dashboard ................................................................................................................................. 9

Contact Dashboard ........................................................................................................................... 10

Permissions ........................................................................................................................................... 11

API Permissions ................................................................................................................................. 11

Staff Menu ........................................................................................................................................ 12

Client Menu ....................................................................................................................................... 15

Assurance Menu ............................................................................................................................... 19

Contact Menu ................................................................................................................................... 20

Entry Menu ....................................................................................................................................... 21

Portfolio Menu .................................................................................................................................. 23

Admin Menu ..................................................................................................................................... 25

Reporting Folder ............................................................................................................................... 28

Special Permissions ........................................................................................................................... 29


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OVERVIEW

This document is aimed at Practice Engine administrators. It provides information regarding the

creation and maintenance of permission groups within Practice Engine.


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GROUPS

This section details how groups are created and best practices in structuring groups.

Permissions for Practice Engine™ are based on the grouping of page permissions and linked

permissions. Staff, are then made members of the required group(s).

It is best practice to have basic groups for System Administrators, Staff, Managers and Partners and

then to use function groups to provide any additional permissions that are required.

An example set of groups are:

Group Name Group Description

Administrators System Administrators – access to all permissions

Partners Partners

Managers Managers

Staff Professional staff – all staff who need to do timesheets, expenses, client lookups.

Bill Draft Ability to draft fees, zero bills and credit notes

Assurance Ability to create new contacts and clients

Super Admin Limited system administration group

Data Entry Disbursements, Lodgements, Journals and other data entry options

Disbursements Disbursements

BillConfirm Confirm fees only

Gatekeeping Approval of questionnaires in Assurance


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CREATING GROUPS

Groups are initially created from the Security Administration page of the Admin menu.

CREATING A NEW GROUP

To create a new group, enter a group name and click onto the Add button at the bottom of the

Groups tab.

Group names cannot be changed. In order to change a group name the group must be deleted and

recreated.

ALLOCATING WEB PAGES AND DASHLETS TO GROUPS

Page permissions are allocated to groups from the Permissions tab of the Security administration

page.

The permissions are grouped alphabetically. Navigate to the correct page and click into the box next

to each page for the group that is requiring the permission,

Dashlet permissions are granted in a similar way, but from the Dashlets tab of the Security

Administration page.

It is important to grant permission to the various taskpads if pages attached to the taskpads are to

be used.

For further information regarding which web pages to allocate please refer to Page Permissions later

on in this document.

STAFF/ CLIENT META DASHLETS

Once all required dashlets have been added, two more dashlet permissions can be added, allowing

staff to configure their own dashboards.

StaffMetaDashlet: Gives users permission to configure their staff dashboard view and the

staff dashlets displayed (staff jobs, staff KPI, etc).

ClientMetaDashlet: Gives users permission to configure their client dashboard view and the

client dashlets displayed (client details, client financial, etc).


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ADDING/ REMOVING STAFF MEMBERS TO/ FROM GROUPS

The final stage is to add members of staff to the specific groups required. Staff added to a group will

have access to all the web pages/ permissions that have been allocated to that group when they log

into the web system. Any staff member who is a member of multiple groups will have access to the

cumulative set of web pages.

Staff members are added to a group through either the Members tab on the Security Administration

page or from the Security button of the Staff Details pages.

From the Members tab of the Security Administration page, search for a staff member using the

Staff Search field. Once a staff member has been selected, a list of all available groups will be

displayed. Click into the groups that the staff member is to have access to. It is also possible to

remove staff from groups on this page by clicking into the field again to remove the check mark.

From the Security button on the Staff Details pages, select the Groups tab and check the groups that

the staff member should have permission to.


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DASHLETS

The three dashboards within Practice Engine – Staff, Client and Contact – are user configurable.

Users are able to add, remove and move any dashlet that they have permission for. The following

table lists the permissions for dashlets that are available within the system.

Permission must be given to the users group to have access to the dashlet.

STAFF DASHBOARD

Dashlet Name Permission

Configure button StaffMetaDashlet

Assurance Details StaffAss

Draft Fees as Owner StaffFees

Jobs StaffJobs

Job Portfolio StaffPortfolioByJob

Leave StaffLeave

Messages StaffMessages

Portfolio StaffPortfolio, StaffPortBud

Reports StaffReports

Service Portfolio StaffPortfolioByServ

Draft Fees as Creator StaffDraftCreator

Staff Events StaffEvents

Staff KPI StaffKPI

Staff Productivity StaffProd, StaffProdBud

Tasks StaffTasks

Timesheets StaffTimesheets

Top N Clients StaffTopN

Job Controls StaffTaxJobs

Global Productivity StaffFirmProd

Global Portfolio StaffFirmPort

Department Productivity StaffDeptProd

Top Debts StaffDebts

Staff Client Service Aging StaffCSAging

Staff Client Service Budgets StaffCSBudget

New and Uploaded Docs (PE Filer) StaffNewDocs

PE Filer Documents StaffPEFiler

Prospects StaffProspects

Latest News StaffNews


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CLIENT DASHBOARD


Configure button ClientMetaDashlet

Actions ClientActions

Client Details ClientDetails

Client Entries ClientEntries

Client Financial ClientFinancial

Client Financial 2 (with provision information) ClientFinancial2

Client KPI ClientKPI

Client Realisation ClientReaslisation

Client Staff ClientStaff

Draft Fees and Credit Notes ClientFees

Events ClientEvents

Letters ClientLetter

Tax Return Controls ClientTaxJobs

Standard Jobs ClientJobs

Client Credit Control ClientCreditControl

Client Risk Level ClientRisk

Client Satisfaction Level ClientSatisfaction

Fee Review ClientFeeReview

Client Prospects ClientProspects

Client Billing Cycle ClientBillingCycle

Client Service Aging ClientCSAging

Client Service Budgets ClientCSBudgets

Client Fee Review ClientFeeReview

Client Monies ClientMonies

PE Filer Documents ClientPEFiler

Client Recent Events ClientRecentEvents


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CONTACT DASHBOARD


Configure button ContactMetaDashlet

Connections ContactConnections

Details ContactDetails

Letters ContactLetter

Other Details ContactOther

Events ContactEvents

PE Filer Documents ContactPEFiler


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PERMISSIONS

To help make giving permissions easier, the following pages contain the full Version 9 menu with

associated pages. All groups will need access to the various API permissions. These give permission

to access the data.

API PERMISSIONS

Data set Permission

Administration data API_Admin

Assurance data API_Assurance

Client data API_Client

Contact data API_Contact

Dashboard data API_Dashboard

Jobs data API_Jobs

Pelert Data API_PElert

Prospects data API_Prospects

Questionnaire data API_Questionnaires

Report data API_Reports

Schedule data API_Scheduler

Security data API_Security

Staff Data API_Staff

Staff Fees API_StaffFees

Staff Receipts API_StaffReceipts

Timesheet data API_Timesheets

In order to give permission to view a web page, permission for all previous levels must be given e.g.

to give permission to edit staff details, permission must be given to view the ‘Staff’ menu (Top level),

the ‘StaffTaskpad’ and the staff ‘Details’ menu, so a group would need to have the following pages

selected Staff, StaffTaskPad and StaffDetailsEdit.


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STAFF MENU

1st level pages Taskpad pages Page/ Permission Linked pages/ Permissions/ Dashlets

Staff Dashboard StaffDashboard StaffJobList

StaffTaskList

StaffLeave

StaffMessage

StaffMessageList

StaffMessageSend

ClientsOverLimit

StaffLockup

StaffLockupJob

StaffLockupServ

StaffFees

StaffFeesJob

StaffFeesServ

StaffEvents

MyTimesheet

MyExpenses

StaffTimesheet

StaffTimesheetWeeks

StaffExpenses

StaffEvents

ClientKIT

AssDVList

AssQuestList

AssGateList

FeePortfolio

StaffProdNonChg

StaffProdNonChgDets

StaffDebts

StaffProdChg

StaffProdChgDets

StaffReceipts

StaffReceiptsJobs

PortConAll


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ReportParams

StaffPortBud

StaffProdBud

JobDetsView

TaskDetsView

PEFDocHist

StaffPEFDocs

StaffTaxJobs

StaffTaxJobsList

StaffCSAging

StaffCSBudgets

StaffNewDocs

StaffPEFiler

StaffProspects

StaffNews

Search StaffSearch

Reports StaffReps ReportParams

Staff TaskPad StaffTaskPad

All Staff Details Staff Permissions to the individual pages

Staff Attributes StaffAttributesEdit or StaffAttributesView

Staff Budgets StaffBudget or StaffBudgetsView

Staff Charge Rates StaffChargeRates or StaffChargeRatesEdit

Staff Connections StaffConnectionsView or StaffConnectionsEdit ContactSearch

Staff Contact Details StaffDetailsView or StaffDetailsEdit

Staff Details

StaffStaffView or StaffStaffEdit

StaffSubs, StaffChangeHist, StaffTOIL, StaffTOILEntry, StaffTOILDets, StaffStaffExEdit, StaffGroup

Staff Diary StaffDiaryWeek

Staff Events StaffEvents

Staff Extended Information StaffStaffExEdit

Exchange Integration Settings StaffPEXIN

Timesheet Extender Data StaffExtender

Leave and TOIL Adjustments StaffTOIL, StaffTOILEntry


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Job Pickup

TaxDispatch

TaxAssignment

Leave and TOIL Settings StaffTOILDets

Manager Diary StaffManagerDiary

My Department Diary StaffMyDeptDiary

Staff Other Details StaffOtherView or StaffOtherEdit

Staff Personal Details StaffPersonalView or StaffPersonalEdit

Staff Photo StaffPhotoView or StaffPhotoEdit

Staff Settings StaffSettings

Staff Department Diary StaffDeptDiary StaffDiaryWeek

Staff Leave Request List LeaveReqList, LeaveReqEdit

Staff Out of Office StaffOutOfOffice StaffOOFEdit

Global Tax Job Management

TaxJobManage TaxAssignment, TaxDispatch

Global Standard Job Management

StdJobManage

Job Questionnaire Approval

JobQuestApp JobQuest

PE Filer Email Uploader PEFEmail

Staff Document Search PEFilerStaffDocumentSearch


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CLIENT MENU


Client Dashboard ClientDashboard ClientDRS

ClientDrsView

ClientDrsEdit

ClientWIP

ClientWIPEdit

ClientWIPView

ClientWIPService

ClientWIPServDet

ClientWIPServDetUnp

StaffTimesheet

ExpenseEntry

ClientEvents

DCbyClient

DCListClient

DFbyClient

DFListClient

ClientWIPTranEdit

DFGroupWIP

DWOListListClient

DWObyClient

DWOGroupWIP

DWORByClient

DDAListClient

DRSAllocate

DRSReAlloc

DRSTransfer

DRSUnalloc

DRSEdit

DRSEditEntry

GroupLockup

ClientsOverLimit

ClientTaxJobs

ClientTaxJobsList

ClientJobs

Prospects


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ProspList

ProspDetails

Search ClientSearch ClientDRS

ClientDRSEdit

ClientDRSView

ClientWIP

ClientWIPEdit

ClientWIPView

ClientWIPService

ClientWIPServDet

ClientWIPServDetUnp

ClientWIPProv

ClientDrsCollectionView

ClientDrsCollectionEdit

DRSAllocate

DRSReAlloc

DRSTransfer

DRSUnalloc

ClientJobs

DFByClient

DCByClient

Reports ClientReps ReportParams

Client Taskpad ClientDetsTaskPad, ClientDataTaskPad

All Client Details Client

Client Budgets ClientBudget

Client Details ClientClientView or ClientClientEdit

Client Own Attributes ClientClientAttributesView ClientClientAttributesEdit

Client Job Details ClientJobs ClientJobDets or JobDetsView

JobTasks

JobTaskDets

JobBudgets

JobSchedule

JobSchedView


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JobDelete

JobRollOver

JobNotes

JobForward

JobJuris

JobRoles

JobCreateBlank

JobCreateTemp

TaskSchedule

TaskScheduleView

JobStatus

JobStatusUpdate

JobExtend

JobComplete

Client COFS Documents ClientDocs

Client Connections ClientConnectionsView or ClientConnectionsEdit

ContactSearch

Client Contact Details ClientContactView or ClientContactEdit

Clients Contact Attributes ClientContAttributesView ClientContAttributesEdit

Client Direct Debit Mandate Details

ClientDDMandate

Client Diary ClientDiarySingle

Client DRS and Collection Details

ClientDrsView or ClientDrsEdit

Client Events ClientEvents

EventDetailsEdit or EventDetailsView

Client Extended Information

ClientClientExView or ClientClientExEdit

Client Gain or Loss Details ClientGainLossView or ClientGainLossEdit

Client Mail Merge ClientMailMerge

Client Other Details ClientOtherView or ClientOtherEdit

Client Origination ClientOrigination

Clients Photo ClientPhotoView or ClientPhotoEdit

Client Questionnaires CliQuest AssCliQuest, CliFeeQuest

Client Service Details ClientServices ClientServDet, CSBudgets

Client Staffing ClientStaffingView or ClientStaffingEdit


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Client VAT 13B Exemption Details

ClientVAT13BEdit or ClientVAT13BView

Client WIP and Billing Details

ClientWipView or ClientWipEdit

Credit Control Dashboard CredConDash

DRS Transaction ClientDRS ClientDRSEdit

ClientDRSView

ClientDrsCollectionView

ClientDrsCollectionEdit

DRSAllocate

DRSReAlloc

DRSTransfer

DRSUnalloc

Client Referrals ClientReferral ClientReferDet

Client Portal Users ClientPortalUsers

Data Entry ClientDataTaskPad

DRS Adjustment DRSAdjust

WIP Balanced Journal TransDoubleJournal

Cheque Payment to Client DRSCheque

Draft Credit DCByClient CNPost

DCListClient

Draft Fee DFByClient DFFeeType

DraftFeeEdit

DraftFeeList

DraftFeeWIPSpecial

ClientWIPTranEdit

DFListClient

DraftCNList

WIPEditing

DFGroupWIP

FeeWIPPost

FeePost

FeeTransIn

FeeTransOut

CliFeeQuest

Draft Zero Bill DWOByClient WriteOffPost

DWOGroupWIP

DWOListClient

DRS Journal DRSJournal


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WIP Journal TransJournal

Refer to Drawer Cheque DRSRDCheque

Recurring Fees CliRecFee RecFeeEdit

Recurring Receipts CliRecRec RecDDEdit

RecSOEdit

Transfer WIP Within Client TransWIPIntClient TransWIPIntClient2

TransWIPIntClient3

Transfer WIP to Another Client

TransWIPExtClient TransWIPExtClient2

TransWIPExtClient3

Zero Bill Reversal DWORByClient

Edit WIP Transactions ClientWIPTranEdit

ASSURANCE MENU


Assurance AssTaskPad

All Assurance Requests AssRListAll

All Outstanding Questionnaires

AssQListAll

Validate Request AssDV AssDVList

Gatekeeping AssGateList AssQuestGate

My Assurance Requests AssReqList

My Offices Request Validations

AssDVlistOff

Open Request Validations AssDV AssDVList

My Questionnaires Questionniares

AssQuest

AssQuestList

AssQListJob

Assurance Request Administratiom

AssRListAdmin AssAdmRDets, AssQListJob

Unassign Request Validators

AssDVUn

All Prospects Prospects GlobalProspectList

ProspList

ProspDetail

My Prospects Prospects ProspList

ProspDetail


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Prospect Dashboard Prospect Dashboard Prospects

ProspList

ProspDetail

CONTACT MENU


Dashboard ContactDashboard

Search ContactSearch

Reports ContactReps ReportParams

Contact Details Contact Task Pad

All Contact Details Contact

Contact Attributes ContactAttributesView or ContactAttributesEdit

Contact Clients ContactEngagementsView

Contact COFS Documents ContactDocs

Contact Connections ContactConnectionsView or ContactConnectionsEdit

Contact Details ContactContactView or ContactContactEdit

Contact Events ContactEvents EventDetailsView

EventDetailsEdit

Contact Mail Merge ContactMailMerge

Contact Other Details ContactOtherView or ContactOtherEdit

Contact Photo ContactPhotoView or ContactPhotoEdit

Contact Document Search PEFContact

Contact Consent Data ContactConsent

Contact Summary of Data ContactSummary


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ENTRY MENU


DataEntryTaskPad

My Expenses MyExpenses ExpenseEntry

ExpenseCapture

My Timesheets MyTimesheet StaffTimesheet

TimesheetEntry

TimeSchedule

TimeScale

UpdateJurisFromTS

Deposits Lodgements LodgeAlloc

LodgeHeader

LodgeItem

LodgeDets

LodgeDDSO

LodgeDDSODraft

LodgeDDSOEdit

RecAllocSelect

DRSAllocate

RecRFPAdd

RecRFPEdit

RecBatches

RecBatchEdit

RecDDEdit

RecSOEdit

My Expense Approvals ExpReview ExpReviewDet

ExpRevApp

Staff Approvals (Timesheets)

TimeReview TSEditApproval

Job Approvals TSJobApproval

Department Expense Approval

ExpDepRev ExpReviewDet

ExpRevApp


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Department Expense Entry DeptExpList ExpHeader

ExpDetail

ExpenseEntry

Department Timesheet Approval

DeptReview TimeReviewDet

TimeRevApp

TimeTOILPost

Department Timesheet Entry

DeptTimeList StaffTimesheetWeeks

StaffTimesheet

TimesheetEntry

StaffDailyTimesheet

Global Expense Approval ExpGloRev ExpReviewDet

ExpRevApp

Global Expense Entry GlobExpList ExpHeader

ExpDetail

ExpenseEntry

Global Timesheet Approval GlobReview TimeReviewDet

TimeRevApp

TimeTOILPost

Global Timesheet Entry GlobTimeList StaffTimesheetWeeks

StaffTimesheet

TimesheetEntry

StaffDailyTimesheet

Disbursement Input DisbInput DisbHeader

DisbDetail

DisbEntry

DisbImport

DisbPost

Office Expense Approval ExpOffRev ExpReviewDet

ExpRevApp

Office Expense Entry OffExpList ExpHeader

ExpDetail

ExpenseEntry

Office Timesheet Approval OffReview TimeReviewDet

TimeRevApp

Office Timesheet Entry OffTimeList StaffTimesheetWeeks

StaffTimesheet

TimesheetEntry

StaffDailyTimesheet


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Disbursement Posting DisbPost

Unallocated Entries LodgeUnalloc RecAllocSelect

DRSAllocate

RecRFPAdd

RecRFPEdit

Unposted Lodgements LodgeUnposted

RFP Receipts RFPReceipts RecRFPAdd

RFPEdit

PORTFOLIO MENU


Portfolios PortfolioTaskPad

Bulk Attributes Update PortUpdAttr

Fee Portfolio FeePortfolio BulkPost

BulkCNPost

BulkZBPost

GlobalPost

Bulk Master File Updates PortUpd

Client WorkflowDiary ClientDiary ClientDiaryWeek

Credit Control Portfolio CreditPortfolio

Department Schedule DeptSchedule

Interest Charge Approval PortInt

Staff Leave Usage Portfolio StaffLeaveList

Organisation Summary PortLockOrg

My Portfolio Schedule PortfolioSchedule PortfolioSchedView

WIP and DRS Provisions PortProvCliDRS

PortProvDetClient

PortProvDetJob

PortProvDetService

PortProvSum

Client Service Budgets CSBudgetPort CSBudget

Special Portfolios Portfolios

Staff Budgets StaffBudPort


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Statement Approval PortStat

Main Portfolio Summary PortConAll or PortConOrg or PortConOff or PortConOwn

WIP Provisions PortWIPProv

Work Status Summary JobStatus ClientDashboard

ClientJobDets

JobWFHeader

ClientWIPService

JobWFTasks

JobTasks

StaffStaffView or StaffStaffEdit

Workflow Portfolio JobManage ClientDashboard

ClientJobDets

JobWFHeader

ClientWIPService

JobWFTasks

JobTasks

Estimate to Complete JobsETCPortfolio

Job Tracker Portfolio JobsTrackerPortfolio ClientJobSummary

PE Views PEViews

Staff Rate List StaffRateList

Zero VAT Request Authorisation

Client Referrals PortClientRefer

Referral Payments PortClientReferPay

Client Service Forecasts CSForecastPort CSForecastDetail

My Client Service Forecasts CSForecastPort CSForecastDetail

Client Service Forecast Admin

CSForecastAdmin

Staff Client Service Accrual Portfolio

CSAccrualPortStaff

Manual Client Service Accruals

CSAccraulManPort CSAccrualManEntry

Group CS Accruals CSAccrualManualGroup

CSAccrualPortGroup

CSAccrualManGrpApp

Manual CS Approval CsAccrualManPortApp

Department CS Accrual Entry

CSAccrualManDept


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Department CS Accrual Approval

CSAccrualManDeptApp

ADMIN MENU


Periods ContSelPeriod ContPeriodEdit

ContYearEdit

PeriodEnd

FixPEItem

Timesheet Admin TimeAdmin ContTimePost

Create New Staff StaffCreate

Staff Maintenance StaffMaint Staff Access

StafSecDashboard

StaffPerm

StaffTOILDets

StaffTOIL

StaffTOILEntry

Categories Etc WebControl

Data Maintenance ControlDataTaskPad

Bulk Fee Printing ContBulkFee

Firm Calendar Entries CalendarCreate

CalendarList

Create and Print Credit Letters

CredLetGenerate CredLetControl

CredLetPrint

Direct Debit Batches RecBatches RecBatchEdit

Draft Bills and Allocations ContFeeAdmin

Expense Posting ContExpList ContExpPost

ContExpGlobal

Expired Data ExpiredDataList

Import Control ImportControl ImportDetails

Import Maintenance ImportMaintenance ImportCreate

Create and Post Interest Charges

IntGenerate IntControl

IntPost

Recurring Fee Generation RecFeeBuild


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Create and Print Statements

StatGenerate StatControl

StatPrint

Update Partners and Managers

ContPMUpd

Client Service Accruals CSAccrualCont CSAccrualGenerate

CSAccrualJournal

CSAccrualPost

Staff Maintenance ControlStaffTaskPad

Clone Security From Focused Staff StaffClone

Clone Security To Focused Staff StaffCloneTo

Staff Exchange Settings ContPEXIN

Create Leave Accruals StaffLeaveMaint LeaveYearUpdate

Create Leave Adjustments StaffTOILMaint

Global Leave Approval LeaveReqApp LeaveReqAppList

Department Leave Approval

LeaveReqDepAppList

Managers leave Approval LeaveReqManAppList

Department Leave Cancellation

LeaveReqDepCanList

Global Leave Cancellation LeaveReqCancelList

Office Access Rights StaffOffice

Organisation Access Rights StaffOrg

Department Access Rights StaffDept

Grade Defaults GradeDefaults

Dashboard Defaults DashboardDefaults

System Maintenance ControlSysTaskPad

API Authentication Administration APIAuth

Assurance Request Setup ContAssReq ContAssField

Attribute Pages ContAttrPage ContAttrPageDet

Attributes ContAttr ContAttrDet

Delete Lost Clients ContDelClients

Delete Inactive Contacts ContDelContacts

Diagnostics ContDiag

Job Templates Definition JobTemplates

Leave Types LeaveTypes

System Licences SystemLicences


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Client SP Mappings ClientSPMappings

Security Administration AdminSecurity

Scheduled Task Administration

ScheduledTasks

User Password Administration

AdminPasswordControl

System Lockout Settings ContLockout

Master Tasks Definition JobMastTasks

PElert Maintenance PElert

Questionnaires ContQuestHead

ContQuestQuest

ContQuestApply

AssQuestPreview

Questions ContQuestion

Database Statistics ContUserCount

Bulk Job Admin BulkJobAdmin BulkJobRollover

Bulk Job Creation BulkJobAdd

WIP recalculation AdminWIPRecalc


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REPORTING FOLDER


Reports ReportMenu ReportDate

ReportRange

ReportParams

ReportExtra

Report Admin ReportList ReportDetails

ReportParaList

ReportsParaDets

ReportExtra

Report Macros ReportMacros RepMacroDets

ReportMacroLineDetail

ReportMacroParams

ReportMacroRanges

ReportMacros

Report Engine Admin ReportEngineAdmin


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SPECIAL PERMISSIONS

Page Permission

Error Page ErrorPage

FixPEItem

Phonebook Search Phonebook_search