Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Employee Level Security Overview

Use the Employee Security feature to limit the information seen by users on the Manage Resource Information and the Manage Employee Groups screens.

Accomplish this by selecting the Apply Employee Level Security check box on the Manage Security Roles screen. If you select this check box, users that are assigned to that particular security role will see only those employees whom they supervise.

Example of Employee Level Security Sample Scenario

If, for example, you want to limit Employee Z's access to Employee Group Z, you must make sure that the following are in place:

  • Employee Group Z has already been created on the Manage Employee Groups screen.
  • Employee Z is assigned a supervisor, with the appropriate functional role. under Employee Group Z.
  • Employee Z is assigned to the appropriate security role.

    If the Employee Level Security setup is correct, then when Employee Z opens the Employee Information screen and does a search, only the employees from Group Z are visible. When employee Z opens the Manage Employee Groups screen, only Employee Group Z is visible.

    To give Employee Z the ability to update and/or delete employee group information, you must make sure that the functional role assigned to Employee Z has employee modification rights.