slide: Home

Home visited
Introduction
Main Menu
Manage Functional Roles
- Overview
- Create a New Role
- Enter Role Code
- Enter Role Description
- Select the T&E Checkbox
- Select the BI Checkbox
- Select the CRM & Contracts Checkbox
- Select the Subcontractor Management Checkbox
- View Source
- Save the Record
Manage Project Roles
- Overview
- Enter Project
- Select Roles
- Select Users
- Click Select
- Select Apply to Lower Project Levels
- Create a New Role Assignment
- Enter Role and User
- Save the Record
Manage Contract Management Roles
- Overview
- View Available Roles
- Select the Employee Checkbox
- Select the Customer Checkbox
- Select the Competitor Checkbox
- Select the Contact Checkbox
- Select the Subcontractor Checkbox
- View Source
- Save the Record
Manage Work Assignment Roles
- Overview
- View Available Roles
Functional Roles (Time & Expense)
- Overview
- Sections
  - Header
  - Basic Information Tab
  - Timesheet Rights Tab
  - Expense Rights Tab
Manage BI Settings (Business Intelligence)
- Overview
- Manage BI Settings
- Manage Functional Roles
- Manage Project Roles
Conclusion

Managing Roles in Costpoint