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

Setup Employee Level Security

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

To set up the Charge Level Security Feature, complete the following steps in the Configuration module:

  1. If the employee is not yet designated as a supervisor to a particular group, on the Configuration > Resources > Manage Resource Groups screen, assign the appropriate functional role and save your changes.
  2. Click Configuration > Resources > Manage Security Roles screen, select the Apply Employee Level Security check box for the appropriate security role and save your changes.
  3. Click Configuration > Resources > Manage Resource Information screen, Defaults Subtask to update the Security Role field with the role information if it is not correct.