Security Field Descriptions

Roles and Employees column

Permissions are specified for each Role and Employees are assigned to a specific role.

Role

A category based on job function and responsibilities. For example, roles could be:

• Accounting
• Administrator
• Designer
• Manager
• Other
• Power User
• Shipping
• Standard User
• Yard

Description

Description of the job function or role

Task

Tasks performed within CS Director. For more details, see Permissions Summary Table.

Administrative tasks are:

• Administration
• Company and Facilities
• Employee
• Employee Pay Rate
• Customers
• Data Tables
• Tasks/Status
• Project Numbering

Security tasks are:

• Roles
• Passwords

Defaults tasks are:

• Preset Templates
• Saws/Tables
• Material Catalogs
• Project Presets
• Project Materials

Project Access tasks are:

• Project
• Project Customer
• Pricing Tab -
• Pricing Fields
• Engineering Tab
• Force Check In -

Reporting tasks are:

• Single Project Reports
• Multiple Project Reports
• Invoicing

Create

Security permissions granted for a particular job role to create various tasks. If you check Create, Modify and Read are also automatically checked.

Modify

Security permissions granted for a particular job role to revise various tasks. If you check Modify, Read is also automatically checked.

Read

Security permissions granted for a particular job role to view, but not edit various tasks.

Delete

Security permissions granted for a particular job role to delete various tasks. If you check Delete, Read is also automatically checked.

Employees

Security access rights assigned by applying roles.

User Name / Set Password

Assign user names and passwords for employees.

Role

Assign one or more roles to each employee.

Selected

A check in the box assigns a particular role to an employee. Multiple roles can be assigned for more access.

Web Credentials

Assign web credentials (for access to Engineering Status, etc) to employees.