When setting up a new Time sheet User, Security Roles and Access Personas must be set up for them.
When setting up a new Time sheet User, the appropriate Security Roles and Access Personas must be set up for them.
Add New User
Refer to Add a new Lentune User to set up a new User, assign the Staff settings and establish the Time sheet user settings.
Security Roles for a Time Sheet User
The Security Role required for the User to input their time sheets is Time Sheet User. This Security role is added automatically when a User is to set active on the Time sheet tab.
If the User will be processing and batching time sheets they will also require the Security Role of Time Sheet Admin.
Access Personas for a Time Sheet User
Users who will be entering their own time will require an Access Persona that has the field Crew Member checked. This Access Personna can be allocated either by Branch or Project.
Users who will be entering time for other Staff will require an Access Persona that has the field Crew Manager checked. This Access Personna can be allocated either by Branch or Project.
If a User will be approving time sheets for other Users, the Access Persona should have one or both of these fields on the Details tab ticked:
- 1st approve time sheets.
- 2nd approve time sheets.
These flags are set on the Access Persona, and then automatically apply to the User who they are assigned to.
To set any of these flags on an Access Persona:
- Go to Administration > Access Persona.
- Select the Access Persona to edit.
- Go to the Details tab.
- In the Time sheet module section, you can tick the fields required for approval levels.
We recommend creating two different Access Personas for 1st approver and 2nd approvers, if both levels are needed.
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Last updated: 26 October 2022