Accounting Administrator and CRM Role Types
When you set up security roles, you identify a role as belonging to one or more of these main categories: Setup, Accounting, Administrator, or CRM.
Set up each security role in .
Accounting User
An Accounting user can approve projects, vendors, and employees for use in Accounting applications. The System Administrator may designate certain hub fields as required for an Accounting user. A hub record cannot be saved if required fields are empty.
- When Accounting and CRM are installed: The type of role can be set to Accounting, which enables the Select Period dialog box.
- When only Accounting is installed: The type of role can be set to either Accounting or Administrator, which allows an enterprise with non-accounting users to enter new projects and associated information, without the ability to approve them for use in Accounting applications (for example, timesheets).
CRM User
This option is available when DPS Accounting and CRM are installed. It gives users access to employee, project, and firm records marked as Available to CRM users. If the user is not also marked as an Accounting user, he or she is allowed to enter new employee, project, and vendor records without completing fields required for Accounting users. CRM users cannot approve records for use in Accounting applications. The Administrator may designate certain hub fields as required for a CRM user. A hub cannot be saved if required fields are empty.
Administrator User
Select this option to give the role Administrative privileges for the following:
- Dashboard: The Administrator can save the dashboard layout for other users.
- Process Queues: The Administrator can stop and start process queues and see jobs submitted by other users in the process queue manager.
- Lookups: The Administrator can access all records in lookup lists (even if they are not available to CRM and/or Accounting users).
- Hubs: The Administrator can customize hub labels.
- Login: The Administrator can log in even if all users are disabled in the User Activity application.
Example
A marketing user whose role type is CRM sets up a new project called XYZ. After a period of time, the XYZ project progresses to the point where it is necessary to enter accounting information for the project. For this project, the CRM user sets the Available to option to Accounting Users on the Overview tab of the Projects hub record.
A person in the accounting department, whose role type is Accounting, now sees the XYZ project in her list of projects. She uses the Accounting tab of the Projects hub record for project XYZ to enter relevant accounting information and selects theApproved for Use in Processing option. (This option is not available to a CRM user.) Now the project is available for use on timesheets and for accounting purposes.