Managing Group Functional Rights for Practice

Select which functions members of a security group can perform. For an explanation of each functional right, click Tell me about the functional rights.

Note: The default security group called Time Keepers grants the following rights by default:

Practice/Time Capture Workstream (if licensed)
  • Time transactions for self
  • Expense transactions for self
  • Transaction rate and amount/view
  • Negative transactions
  • Enter nonbillable work to billable client

 All other permissions in this group are set to undefined.

  • Working out of drawer
  • Quick create a project
  • Manage own worksteps

Staff assigned to this security group cannot update the project status from Time Capture unless they also have Edit Project permissions. Also, staff in this group cannot mark a workstep complete or enter estimated hours to complete for the workstep unless they are assigned to the workstep or have edit workstep permission.

To manage Practice group functional rights for a security group, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Security groups under Security.
  2. In the Security Groups grid, select the check box for the security group.
  3. Click Functional rights on the navigation panel.
  4. Click the Practice tab.
  5. Expand each section of the grid, and then select the appropriate functional rights for the security group by selecting options from each applicable section in the grid. See Security Group Functional Rights Explained for details.
  6. Click one of the ClosedSave buttons or Cancel.