This page is used for editing an access level. The following information must be input for an access level:

• Name
• Description

An access level can be moved through the list of available levels using the available pulldown menu.

To edit what is available for an access level, use the checkboxes available:

Icon Based Top Navigation

The options in this section impact the icon-based top navigation in Vertabase.

• Use Daily Tasks: Determines if users can use the Daily Task List.
• See Daily Tips: Determines if users can see Daily Tips within the Daily Task List.
• Use Mass Email: Determines if users can use Mass Email.
• Use Contact Customer Support: Determines if users can use "Contact Customer Support".
• Complete Timesheets and Tasks on Daily Task List: Determines if users can input timesheet entries, complete timesheets and complete tasks directly on the Daily Task List page.
• View All Users' Daily Tasks: Determines if users can view a list of all users' daily task lists.

Projects

The options in this section impact the project area/functionality.

• View Project List (that user is assigned to): This feature is always enabled. It allows users to view a list of projects that they are assigned to as project members.
• View Company Project List (even the ones s/he is not assigned to): Determines if users can view all projects in the system.
• View Detailed Project Information (that user is assigned to): This feature is always enabled. It allows users to view project details for projects they are assigned to as project members.
• View Detailed Project Information (not assigned to user): Determines if users can view project information for projects they are not assigned to.
• View Total Hours Worked Report: Determines if users can view the Total Hours Worked Report.
• Create Projects: Determines if users can create projects.
• Edit Projects: Determines if users can edit projects.
• Delete Projects: Determines if users can delete all projects.
• Delete Your Projects: Determines if users can delete projects they are assigned to.
• Warehouse Projects: Determines if users can warehouse projects.
• Search Projects: Determines if users can search for projects.
• View Change Requests Log: Determines if users can view the change request log and change request details.
• Approve/Deny Change Requests: Determines if users can update the status of change requests and edit the schedule using the change request.
• Allow user to Request Changes: Determines if users can use the change request feature to request and log changes to the schedule to delete a task, change the task description, and change the start and due dates.

Documents

The options in this section impact the document area/functionality.

• View Document List assigned to user: Determines if users can only view documents and folders that they're associated with.
• View Document List: Determines if users have access to the Document section for projects they are assigned to. If the access level has "View Company Project List (even the ones s/he is not assigned to)" turned on then users will be able to see documents in all projects.
• Search For Documents and Folders: Determines if users can search for documents and folders.
• Add Documents: Determines if users can add documents.
• Edit Documents assigned to user: Determines if users can edit document information for documents that they're associated with.
• Edit All Documents: Determines if users can edit all documents.
• Delete Documents assigned to user: Determines if users can delete documents that they're associated with.
• Delete ALL Documents: Determines if users can delete all documents.
• Add Folders: Determines if users can add folders.
• Edit Folders (containing documents assigned to user): Determines if users can edit folders that store documents they're associated with.
• Edit All Folders: Determines if users can edit all folders.
• Delete Folders (containing documents assigned to user): Determines if users can delete folders that store documents they're associated with.
• Delete All Folders: Determines if users can delete folders.
• Cancel Checkout Files: Determines if users can cancel the checkout lock on files.

Schedules and Budgets

The options in this section impact the schedule and budget areas/functionality.

• Guest View: Determines if users see a small portion of the available information within a schedule (including: Milestones, Descriptions, Start Dates and End Dates).
• View Tasks: Determines if users can view schedules. If this is turned off, the default for the Schedules and Budgets section will be View Budget.
• View Gantt: Determines if users can view the Gantt Chart popup.
• Add Tasks: Determines if users can add schedule steps.
• Assign Issues to Tasks: Determines if users can assign issues to tasks through the schedule.
• Assign Documents to Tasks: Determines if users can assign documents to tasks through the schedule.
• Edit All Tasks: Determines if users can edit all schedule steps.
• Complete Tasks Assigned to User: Determines if users can complete steps they are assigned to.
• Complete All Tasks: Determines if users can complete all schedule steps.
• Delete All Tasks: Determines if users can delete all schedule steps.
• Re-activate Tasks Assigned to User: Determines if users can re-activate (or un-complete) steps they are assigned to.
• Save Schedule Baseline: Determines if the user can save a baseline of the schedule or not.
• Re-activate All Tasks: Determines if users can re-activate (or un-complete) schedule steps.
• COLUMNS: View Percent Complete Column: Determines if users can see the Percent Complete column.
• COLUMNS: View Estimated Duration Column: Determines if users can see the Estimated Duration column.
• COLUMNS: View Actual Duration Column: Determines if users can see the Actual Duration column.
• COLUMNS: View Notes Column: Determines if users can see the Notes column.
• FILTERS: Budget View: Determines if users can use the Budget filter.
• FILTERS: Critical Path: Determines if users can use the Critical Path filter.
• FILTERS: Baseline Comparison View: Determines if users can use the Baseline Comparison View filter.
• FILTERS: Completed Tasks: Determines if users can use the Completed Tasks filter.
• FILTERS: Incomplete Tasks: Determines if users can use the Incomplete Tasks filter.
• FILTERS: Late Tasks: Determines if users can use the Late Tasks filter.
• FILTERS: Percent Graphical View: Determines if users can use the Percent Graphical View filter.
• FILTERS: Milestone: Determines if users can use the Milestone filter.
• FILTERS: Resource View: Determines if users can use the Resource View filter.
• FILTERS: Expanded Simple View: Determines if users can use the Expanded Simple View filter.
• MS Project Import/Export: Determines if users can import/export files with MS Project.
• View Budget for All Projects: Determines if users can view budget information for all projects.
• View Budget for Managed Projects: Determines if users can view budget information on projects they own or manage.
• View Variance Report: Determines if users can view the Variance Report for Bottom-Up Budgets.
• Add Budget: Determines if users can add budgets.
• Edit Budget: Determines if users can edit budgets.
• Delete Budget: Determines if users can delete budgets.
• View Rates: Determines if users can view rates on a budget.
• Add Rates: Determines if users can add rates.
• Edit Rates: Determines if users can edit rates.
• View Expenses: Determines if users can view expenses on a budget.
• Add Expenses: Determines if users can add expenses.
• Edit Expenses: Determines if users can edit expenses.
• Delete Expenses: Determines if users can delete expenses.

Warehoused Projects

The options in this section impact the warehoused project area/functionality.

• See a List of Warehoused Projects: Determines if users have access to the Warehoused Projects section.
• View Warehoused Project Details: Determines if users can view project details for warehoused projects.
• Search for Warehoused Projects: Determines if users can search for warehoused projects.
• Search Warehoused Documents: Determines if users can search for warehoused documents.
• List Warehoused Documents: Determines if users have access to the Documents section for warehoused projects.
• View Warehoused Schedules: Determines if users have access to the Schedules section for warehoused projects.
• View Warehoused Budgets: Determines if users have access to the Budgets section for warehoused projects.
• Unwarehouse a Project: Determines if users can unwarehouse projects.

Issues

The options in this section impact the issues area/functionality.

• List Issues: Determines if users have access to the Issue Tracker system.
• View Assigned Issues: Determines if users can view issues they are a participant on.
• View All Issues: Determines if users can view all issues.
• Search Issue Knowledge Base: Determines if users can search the Knowledge Base.
• Open New Issues: Determines if users can open/create new issues.
• Edit Issues: Determines if users can edit issues.
• Delete Issues: Determines if users can delete issues.
• Reply to Issue: Determines if users can reply to issues (participants can always reply to issues, so this only concerns users who have access to all issues.)
• Change Status of Issues: Determines if users can change the status of issues when replying.

Users

The options in this section impact the user area/functionality.

• View Logged in User Details: Determines if users can view their own user information.
• Search and View All Users: Determines if users can view all users' information.
• View Personal Info: Determines if users can view personal information on other users.
• View Default Work Type: Determines if users can view default work types.
• View Availability: Determines if users can search for and view user availability. Also determines if users can see other users' workable days/hours.
• View Access Level: Determines if users can view access levels.
• Add Users: Determines if users can add users.
• Edit Self: Determines if users can edit their own information.
• Edit Users: Determines if users can edit all users.
• Delete Users: Determines if users can delete users.
• Manage Own Vacation/Sick Days: Determines if users can manage their own vacation and sick days.
• Manage Vacation/Sick Days for All Users: Determines if users can manage vacation and sick days for all users.

Teams

The options in this section impact the team area/functionality.

• Search Teams: Determines if users have access to the Teams section.
• View Teams: Determines if users can view teams.
• View Availability: Determines if users can search for and view team availability.
• Add Teams: Determines if users can add teams.
• Edit Teams: Determines if users can edit teams.
• Delete Teams: Determines if users can delete teams.

Timesheets

The options in this section impact the timesheets area/functionality.

• Add Timesheets to Assigned Projects: Determines if users can input timesheet data for clients, projects and tasks they are assigned to.
• Add Timesheets to Company Projects: Determines if users can input timesheet data for clients, projects and tasks they are not assigned to.
• Edit Timesheet Entries: Determines if users can edit their timesheet entries.
• View Current Timesheet: Determines if users can view their current timesheet.
• View Previous Timesheets: Determines if users can view their previous timesheets.
• Delete Timesheet Entries: Determines if users can delete their timesheet entries.
• Rollback Timesheets: Determines if users can rollback users' timesheet periods.

Reports

The options in this section impact the management reports area/functionality.

• View a List of Report Templates: Determines if users have access to this feature. If this is turned on but a user does not have access to any specific reports (listed below), this user will be able to view report templates and their results but not perform his/her own searches.
• View Company Report Templates: Determines if users can view company saved reports.
• Create and Edit Company Report Templates: Determines if users can create company saved reports.
• Delete Company Report Templates: Determines if users can permanently delete company saved reports.
• Global Project Report: Determines if users have access to this report.
• Global Task Report: Determines if users have access to this report.
• Resource Allocation Report: Determines if users have access to this report.
• Time Usage Report: Determines if users have access to this report.
• Global Budget Report: Determines if users have access to this report.
• Global Expense: Determines if users have access to this report.

Admin

The options in this section impact the admin area/functionality.

• Manage Main Settings: Determines if users have access to Main Settings in the Admin system.
• Manage Clients: Determines if users have access to Clients in the Admin system.
• Manage Job Functions: Determines if users have access to Job Functions in the Admin system.
• Manage Work Types: Determines if users have access to Work Types in the Admin system.
• Manage Skills: Determines if users have access to Skills in the Admin system.
• Manage Offices: Determines if users have access to Offices in the Admin system.
• Manage Departments: Determines if users have access to Departments in the Admin system.
• Manage Email Notifications: Determines if users have access to Email Notifications in the Admin system.
• Manage Expense Categories: Determines if users have access to Expense Categories in the Admin system.
• Manage Project Priorities: Determines if users have access to Project Priorities in the Admin system.
• Manage Project Statuses: Determines if users have access to Project Statuses in the Admin system.
• Manage Project Portfolios: Determines if users have access to Project Portfolios in the Admin system.
• Manage Daily Tips: Determines if users have access to Daily Tips in the Admin system.
• Manage Licenses: Determines if users have access to Licenses in the Admin system.

Access Levels

The options in this section impact the access levels area/functionality.

• View Access Level List: Determines if users have access to this section.
• Add Access Level: Determines if users can add an access level.
• View Access Level Details: Determines if users can view access level details.
• Edit Access Level: Determines if users can edit access levels.
• Delete Access Level: Determines if users can delete access levels.