Staff menu permissions
IT Mgr Practice Admin
In order to give permission to view a web page, permission for all previous levels must be given. For example, 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.
1st level pages | Taskpad pages | Page/Permission | Linked pages/Permissions/Dashlets |
Staff Dashboard | StaffDashboard |
StaffJobList |
|
Search | StaffSearch | ||
Reports | StaffReps | ReportParams | |
StaffTaskPad | 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 PTO Adjustments | StaffTOIL, StaffTOILEntry | ||
Job Pickup | TaxDispatch TaxAssignment | ||
Leave and PTO 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 |