Employee Security and Multiple Companies

When you track multiple companies in DPS, you must set up security roles to allow access to multiple companies.

Use Role Security Settings (Settings > Security > Roles) to establish an employee role's access rights to companies.

On the Access Rights tab, select Companies as the Functional Role. Select the individual companies that the role can access or select Full access to all companies.

A role must also be associated with a particular company before you can associate an employee record with that company.

Security access to companies affects Time and Expense administration. If you use DPS Time and Expense, each employee is assigned an Timesheet Administration Level and Expense Administration Level on the Time & Expense tab of the Employees hub. This level determines the employee's ability to perform certain functions in the Time and the Expense applications. The level applies across all companies with which the employee is associated. If theTimesheet Administration Level and Expense Administration Level is set to Group, Company, or Admin, and the employee's role has access rights to a company on the Access Rights tab in Security, the employee can perform administrative functions (such as approvals) for a company even if the employee is not associated with the company.

Security access to companies also affects the Transaction Center. On the Accounting tab of Role Security Settings, you can specify each role's access to specific transaction types and functions. You can also limit the role's access rights to one company.