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. |
Parent Topic: Setup