Examples of Security Roles
If you are new to Vision, you may find it helpful to review security role examples.
Example roles:
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Administrator (Admin) — The System Administrator establishes security, performs database configuration changes, and completes maintenance routines.
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Accounting (Acct) — This individual is responsible for general ledger and project reporting. This person ensures that project numbers such as revenue, effective multipliers, and accounts receivables are accurate. This person also compares the income statement to the forecasted operating budget and provides balance sheet account analysis for the organization’s auditors.
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Accounts Payable (AP) — This individual enters all accounts payable vouchers received into the accounting database and reconciles vendor’s statements.
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Billing (Bill) — This individual distributes pre-bills to project managers, makes corrections to labor and expense transactions, and updates fee schedules.
The following table lists an example setup of the Vision menus that each of these roles can access:
Vision Menu | Admin | Acct | AP | Bill |
---|---|---|---|---|
Info Center | * | All | ||
Clients | * | * | * | |
Contacts | * | * | ||
Opportunities | * | * | ||
Employees | * | * | * | |
Projects | * | * | * | * |
Units | * | * | * | |
Vendors | * | * | ||
Text Library | * | |||
Accounts | * | * | ||
Chart of Accounts | * | |||
Account Group Names | * | |||
Account Group Tables | * | |||
Calendar/Activities | ||||
Calendar | * | |||
Activity Manager | * | |||
Proposals | ||||
Custom Proposals | ||||
SF330 Proposals | ||||
SF255 Proposals | ||||
SF254 Proposals | ||||
Planning | ||||
Project Planning | * | |||
Resource Management | * | |||
Top Down Budget Tool | ||||
Top Down Planning | ||||
Billing | * | * | ||
Interactive Billing | * | * | ||
Batch Billing | * | * | ||
Billing Terms | * | * | ||
Billing Groups | * | * | ||
Rate Tables | * | * | ||
Labor Rates | * | * | ||
Labor Categories | * | |||
Labor Code | * | * | ||
Labor Overrides | * | * | ||
Expense Accounts | * | * | ||
Expense Categories | * | |||
Expenses by Vendor | * | * | ||
Refresh Billing Extensions | * | * | ||
Invoice Template Editor | * | * | ||
Transaction Center | * | |||
Transaction Entry | * | |||
Transaction Lists | * | |||
Transaction Posting | * | |||
Posting Logs | * | |||
Posting Review Report | * | |||
Accounting | * | |||
Accounts Payable | * | * | ||
Voucher Review | * | * | ||
Payment Processing | * | * | ||
Form 1099 Processing | * | |||
Employee Expenses | * | |||
Payment Processing | * | |||
Direct Deposit | * | |||
Void Check | * | * | ||
Accounts Receivable | * | |||
Invoice Review | * | |||
Budgeting | * | |||
Project Budgeting | * | |||
General Ledger | * | |||
Cost/Pay Rate Tables | ||||
Labor Rates | ||||
Labor Categories | ||||
Labor Code | ||||
Consultant Accruals | ||||
Labor Cross Charge | * | |||
Overhead Allocation | * | |||
Revenue Generation | * | |||
Adjust Salaried Job Cost | * | |||
Bank Reconciliation | * | |||
Project Review | ||||
Human Resources | ||||
Abra Interface | ||||
Import from ABRA | ||||
Export to ABRA | ||||
Benefit Hours | ||||
Accruals | ||||
Adjustments | ||||
Payroll | ||||
Payroll Processing | ||||
Direct Deposit | ||||
Export to ADP | ||||
Form W-2 Processing | ||||
Quarterly Processing |
Vision Menu | Admin | Acct | AP | Bill |
---|---|---|---|---|
Time & Expense | * | |||
Timesheet | * | |||
Timesheet Line Approval | ||||
Expense Report | * | |||
Expense Line Approval | ||||
Reporting | * | |||
Client | * | |||
Contacts | * | * | * | |
Lead | * | |||
Marketing Campaign | * | |||
Opportunity | * | |||
Employee | * | * | ||
Project | * | * | ||
Vendors | * | * | ||
Payroll | * | |||
Accounts Receivable | ||||
Billing | ||||
General Ledger | ||||
Accounting | * | |||
Project Planning | * | |||
Performance Management | ||||
Data Export | ||||
Utilities |
* | |||
Change Period | * | * | * | |
Open New Period | * | |||
Period Setup | * | |||
Open New Benefit Year | ||||
Open New W-2 Quarter | ||||
1099 Initialization | ||||
User Activity | ||||
Advanced Utilities | * | |||
Posted Transaction Files | ||||
Undo Posting | ||||
Locked Transaction Files | ||||
Incomplete Postings | ||||
File Reconciliation | ||||
Tolerance Report | ||||
Data Import | ||||
Project Closeout | * | |||
AR Paid Update | * | |||
VO Paid Update | * | |||
Batch Deletes | * | |||
Key Conversions | * | |||
Account Range | ||||
Accounts | * | |||
Banks | * | |||
Clients | ||||
Contacts | ||||
Employees | * | |||
Projects | * | |||
Phases | * | |||
Tasks | * | |||
Enable Phases/ Tasks | * | |||
Disable Phases/Tasks | ||||
Project's Organizations | ||||
Discount Codes | * | |||
Labor Codes | ||||
Liability Codes | * | |||
Organizations | ||||
Tax Codes | * | |||
Units | * | |||
Vendors | * | |||
Key Formats | * | |||
Accounts | * | |||
Clients | ||||
Employees | * | |||
Projects | * | |||
Phases | * | |||
Tasks | * | |||
Units | * | |||
Organizations | ||||
Labor Codes | ||||
Vendors | * | |||
Process Server | * | |||
Queue Manager | * | |||
Profile Editor | * | |||
Server Management | ||||
History Loading | ||||
Labor and Expense | ||||
Invoice and Receipt | ||||
Accounts Payable | ||||
Benefit Accrual | ||||
Account Balances | ||||
Payroll | ||||
Backup Database | * | |||
Report Administration | * | |||
Download Macro | ||||
Time Collection Interface | ||||
Time Collection Export | ||||
Time Collection Import | ||||
Configuration | * | |||
General | * | |||
System Settings | * | |||
User Defined Tabs | * | |||
Lookup/Report Labels | * | |||
Calculated Fields | * | |||
Custom Report Options | * | |||
Code Tables | ||||
Project Templates | ||||
Merge Templates | ||||
Holiday Calendar | ||||
Alerts | * | |||
Security | * | |||
Roles | * | |||
Users | * | |||
Organization | * | |||
General | * | |||
Codes | * | |||
Individual | * | |||
Firm Setup – Proposals | * | |||
Billing | * | |||
General | * | |||
Default Terms | * | |||
Reporting Default Terms | * | |||
Accounting | * | |||
General | * | |||
Employee Types | * | |||
Time Analysis | * | |||
Taxes | * | |||
Banks | * | |||
Accounts Payable | * | |||
Accounts Receivable | * | |||
Overhead Allocation | * | |||
User Defined Revenue | * | |||
Labor Codes | * | |||
Payroll | ||||
General | ||||
Withholding Codes | ||||
Time and Expense | * | |||
Timesheet | * | |||
Expense Report | * | |||
Timesheet Categories | * | |||
Expense Categories | * | |||
Module Activation | * | |||
About Deltek Vision | * |