Set Up Security

Use the Security Setup forms to make decisions about how employee expense reports will be tracked.

Each of the setup forms focuses on a different area.

Form	Description
Roles	Use the Roles form to establish security rights for each role. These rights determine a role's access to the modules, tabs, templates, reports, and records. In many cases, security rights are hierarchical, meaning that you make a basic choice, then further refine that choice.
Users	Use this form to create a user record, specify a username and password, assign a security role, and set up default report settings.
Password Policies	Use this form to specify the options and restrictions for passwords.