How to Create and Assign Sage Timeslips Profiles

You create security profiles in Sage Timeslips to store a collection of rights you want to assign to timekeepers. Because timekeepers can share profiles, it is suggested that you make a list of your timekeepers and group them based on what they do in Timeslips. Your grouping should show that you need to set up just a few profiles.

Follow these steps to create a security profile:

  1. Choose Setup→Security→Profiles.

    Timeslips prompts you for the supervisor password.

  2. Type the supervisor password and click OK.

    Timeslips displays the Security Profile List window. The window contains one profile — the Default profile, which provides complete access to all Timeslips functions. Typically, you reserve the Default profile for the Timeslips database administrator who uses the supervisor password to log into Timeslips.

  3. Click the New button to display the Security Profile dialog box.

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  4. At the top of the dialog box, assign a name to the profile.

  5. Open the Area drop-down list and select an area in Timeslips for which you want to remove permissions.

    By default, Timeslips assigns permission to all areas of Timeslips when you create a new profile; you remove check marks from the Rights list to limit permission to that area.

  6. Deselect any permissions you don’t want available in the profile.

  7. Repeat Steps 5 and 6 for each area in Timeslips.

  8. Click OK to save the profile.

  9. Repeat Steps 3–8 to create additional profiles.

  10. Click Done to save all your profiles.

    Timeslips displays a message explaining that security settings have changed and asks if you want to log in again to enable the new settings.

  11. Click No because you need to finish setting up security as the supervisor.

After you’ve established profiles, you need to assign each of your timekeepers to one of the profiles and establish passwords for each timekeeper.

To assign timekeepers to profiles, follow these steps:

  1. Choose Setup→Security→Timekeeper Rights.

    Timeslips prompts you for the supervisor password.

  2. Type the supervisor password and click OK.

    Timeslips displays the Timekeeper Security window, which lists all timekeepers set up in your database.

  3. Click a timekeeper and then click Open.

    Timeslips displays the Timekeeper Security Setting dialog box.

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  4. In the Password text box, at the top of dialog box, type a password for the timekeeper.

    The timekeeper uses this password to log into your Timeslips database.

    To make your life easier, you can initially establish the same password for each timekeeper. When you notify your timekeepers of the password, also tell them to change the password by logging in with the initial password and then choosing Special→Change Password.

  5. Open the Profile drop-down list and select the profile you want to assign to the selected timekeeper.

  6. Click OK.

  7. Repeat Steps 3–6 for each timekeeper defined in your database.

  8. Click Done.

    Timeslips displays a message explaining that security settings may have changed for the current user and asking if you want to log in to see the effects of the changes.

  9. Click Yes.

    Timeslips displays the Database Login dialog box shown previously.

  10. Select yourself, type your password, and click OK.

Let your Timeslips users know that they can choose Special→Logout and Lock to log out of the database without exiting Timeslips. By using this command, your Timeslips users can walk away from their desks knowing that the Timeslips database is secure.

If, at any time, you decide you no longer need security, choose Setup→Security→Global to display the Global Options dialog box. Deselect the Require Login and Activate Security option and the Password Required to Log In option. Also delete the supervisor’s password. Then click OK.

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