📄️ User Rights: AulT&E Resource Management for Managers
Overview
📄️ User Rights: AulT&E Resource Management
When it comes to managing skills, AulT&E users have two options: use AulT&E’s built-in skills matching tools, or adopt the AulT&E Foresight resource management module. Foresight makes sense if you want a more comprehensive solution for managing allocations, calculating capacity and assigning specific skills to staffers. It has the added benefit of tracking time off requests. This means you’ll be able to factor vacation time, sick leave, parental leave and other types of time off into your staffers’ capacity. Foresight can be activated by your firm’s customer support person.
📄️ An Overview of User Rights
Security groups in AulT&E let you specify how much access and administrative power you want to give to your staffers. For instance, you could create a “Accounting” security group with financial and invoicing permissions and add members of your finance team to it. When you set up a security group, you’ll be prompted to select individual user rights that determine access to certain types of firm info or AulT&E features. Each user right is grouped under an umbrella category matching the aspects of AulT&E’s user experience that they control. We’ve created some articles that will help you understand the user rights grouped under each category. Click through the titles in the list below to learn about each user permissions category:
📄️ User Rights: Client & Project Access
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHTS_** from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled CLIENT & PROJECT ACCESS_. In this article, we’ll define each user right in this category, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: Reporting
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHTS_** from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled REPORTING_. In this article, we’ll define each user right in this category, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: Review & Approval
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to _MY COMPANY…USER RIGHTS_ from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled REVIEW & APPROVAL. In this article, we’ll define each user right in this category, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: Dashboards
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHTS_** from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. If you’ve purchased the Dashboards package for your firm’s account, you’ll see a user rights category labeled DASHBOARDS_. In this article, we’ll define each user right in this category, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: Task Access
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHTS_** from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled TASK ACCESS._ In this article, we’ll define each user right in these categories, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: Skills
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHTS_** from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled SKILLS. This category is broken down into two sub-sections: **_SKILL LIST and _STAFF SKILLS_. In this article, we’ll define each user right in these categories, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: Staff Access
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHTS_** from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled STAFF ACCESS_. In this article, we’ll define each user right in this category, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: Financial & Invoicing
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHT_**S from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled FINANCIAL & INVOICING_. In this article, we’ll define each user right in this category, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: General Firm Settings & Configuration
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHTS from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled _GENERAL FIRM SETTINGS & CONFIGURATION_. In this article, we’ll define each user right in this category, and explain what aspects of the AulT&E user experience they each control.
📄️ User Rights: Time and Expense
For every security group you create in AulT&E, you’ll have the ability to add or remove certain user rights that control what members of that security group can do. To edit or add security group user rights, first go to MY COMPANY…USER RIGHTS_** from your main navigation bar. Then, either create a new security group or click on a pre-existing security group. You’ll see a list of all the user right categories, which you can click on to expand and see each individual user right grouped within that category. One of these categories is labeled TIME AND EXPENSE_. In this article, we’ll define each user right in this category, and explain what aspects of the AulT&E user experience they each control.
📄️ Access and Use the Staff Dashboard
The Staff Dashboard is where you can add, edit, and obtain information about a staffer. The dashboard consists of eight tabs:
📄️ Assign Staffers to Security Groups
When you start with AulT&E, you’ll add staffers and assign them to a security group with user rights. Security groups determine the staffer’s access to your firm’s information and AulT&E’s features.
📄️ Customizing User Rights Video Tutorial
This video teaches you how to customize your employees’ user rights. It also explains why you’ll want to designate certain employees to specific security groups. For example, you could create a “manager” security group to allow managers in your company to review and approve timesheets.
📄️ How To Remove User Rights for a Security Group
Security groups in AulT&E determine staffers’ access to firm information and AulT&E features. This article assumes that you’ve created a security group and have added user rights to it.
📄️ How To Delete a Security Group
You have a user right group that you no longer use or one that's no longer needed. Now you can easily delete the group. This article will show you how.
📄️ User Right: Allow Users To Edit Approved Time and Expenses
Decide how much control you’d like your managers to have over staffers’ time and expenses with the user right: “Allow users to edit approved time and expenses.” This article will explain what happens when this user right is turned off and on, and how to access it in AulT&E.
📄️ Security: Create Staff Departments With Managerial Rights
Use Staff Department values to organize your staffers into departments, like sales or editorial. Then, grant specific staffers management authority over these departments. Staffers with management authority can view, edit, and/or approve time and expenses logged by staffers in the department(s) they oversee.
📄️ Setting Up a Task Creation User Group
You can give certain staffers the ability to create and edit tasks, or units of work, that can be added on the Task Editor or Task Dashboard. This article will explain how to grant staffers these user rights.
📄️ Create Your Own Security Groups and Add Group Rights
When you add staffers to AulT&E, you’ll assign them to a security group. AulT&E comes equipped with two security groups: System Administrator and Everyone. Alternatively, you can create your own security group with specific rights. For example, create a management group with the right to review and approve timesheets. Then, add staffers to one or multiple security groups.
📄️ Creating an Invoicing User Group
Invoice-drafting capabilities are given to system administrators by default, but you can also give this access to other users in your firm, such as financial administrators. To do this, you can create a user group with the appropriate security settings to draft invoices.
📄️ Setting Up a Project Creation User Group
Just as with time/expense review, not all users can create projects. To give other staffers (besides system administrators) this ability within AulT&E, you should establish and add users to a security group with permission to either: a) create and view all projects or b) create projects but view only those projects on which they’re a team member. For users with restricted project view, it’s important to note that you will also need to make sure they’re properly added to project teams in order to be able to view those projects.
📄️ Creating a Time/Expense Review User Group
System administrators can review time and expenses for all users, but this review/approval privilege can also be given to select individuals like managers and team leads. This article explains the process for establishing a user group with these review and approval rights and how to assign department or project managers to this specific group.