WorkBook

Edit Settings of Employee Cross-Company Access Accounts

Use Employee Cross-Company Access in the Employee Settings submodule in the Settings module to edit the settings of employee Cross-Company access accounts.

To use Employee Cross-Company Access in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit the settings of an employee Cross-Company access account:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the employee Cross-Company access accounts for which you want to edit the settings.
  3. In the left pane of the Settings page, click Employee Settings > Employee Cross-Company Access.
  4. Highlight the employee Cross-Company access account for which you want to edit the settings, and select or deselect the following check boxes:
    • Allow Time Entry: Allow time entry for the employee Cross-Company access account.
    • Allow Mileage Entry: Allow mileage entry for the employee Cross-Company access account.
    • Allow Material Entry: Allow material entry for the employee Cross-Company access account.
    • Allow Personal Expense Entry: Allow personal expense entry for the employee Cross-Company access account.
    • Allow Subsistence Allowance Entry: Allow subsistence allowance entry for the employee Cross-Company access account.
    • Allow Voucher Registration: Allow voucher registration for the employee Cross-Company access account.
    • Access to Jobs: Enable access to jobs for the employee Cross-Company access account.
    • Can Create Jobs: Enable the employee Cross-Company access account to create jobs.
    • Set Job Status 0: Enable "Set Job Status 0" for the employee Cross-Company access account.
    • Set Job Status 1: Enable "Set Job Status 1" for the employee Cross-Company access account.
    • Set Job Status 2: Enable "Set Job Status 2" for the employee Cross-Company access account.
    • Set Job Status 3: Enable "Set Job Status 3" for the employee Cross-Company access account.
    • Set Job Status 4: Enable "Set Job Status 4" for the employee Cross-Company access account.
    • Set Job Status 5: Enable "Set Job Status 5" for the employee Cross-Company access account.
    • Access to Employee: Enable "Access to Employee" for the employee Cross-Company access account.
    • Can Set Up Employees: Enable the Cross-Company access account to set up employees.
    • Allow Financial Administration: Allow finance administration for the employee Cross-Company access account.
    • Allow Access to Pipeline: Allow access to the pipeline for the employee Cross-Company access account.
    • Allow Access to Settings: Allow access to settings for the employee Cross-Company access account.