Setting Up Access to the Employee Workspace

Use the Roles form in Vision (Configuration > Security > Roles) to provide access to the Employee workspace in iAccess for one or more users and define the level of access.

Basically, you define the role's access to the Vision Timesheet application, Expense Report application, or both. If you then select the options to give the role access to those areas of the Employee workspace, the levels of access defined for those applications apply also to the corresponding areas in the Employee workspace.

On the General Tab...

Under Time & Expense in the list of menu items on the General tab of the Roles form, do one or both of the following :
  • To provide access to the Timesheets area in the Employee workspace, select Timesheet.
  • To provide access to the Expense Reports area in the Employee workspace, select Expense Report.

On the iAccess Tab...

On the iAccess tab of the Roles form, select iAccess, select Employee Workspace, and select Timesheet Tab, Expense Report Tab, or both.

For More Information

For more information about setting up security roles, display the Vision online help and, in the Contents pane, go to Configuration Overview > Security Configuration Overview > Roles Overview.