, and then click to select View or Execute, or both, for a report format line.Use Roles to define the kind of roles that exist in your company, assign roles to each user, and grant permissions to each role. Role definitions determine what permissions and access rights a user has in each screen or report.
Permission to access a specific screen is granted within the context of a role. A role can be assigned to a user in User or a user can be assigned to a role in Roles. In either case, the permissions available to a user are controlled through the role (or roles) assigned to the specific user. After a role or roles are assigned to a user, the user is “granted” the permissions that are required to perform his or her daily tasks.
The permissions assigned to a user (through a role) for a specific screen include View, New, Edit, and Delete. These permissions are set on a screen-by-screen basis.
The View permission lets a user display existing data in a particular screen but prevents the user from changing the data.
The New permission lets a user add/insert data in a particular screen.
The Edit permission grants the user the ability to change existing data in a particular screen.
The Delete permission grants the user the ability to remove existing data in a particular screen.
The selections on the menu presented to a specific user are based on the permissions that user has for the specific screen(s). If a user has no permissions for a specific screen, that screen selection does not appear in the menu. The process of removing screens from the menu when the user does not have permissions to the screen will also remove leaf nodes of the menu that the user does not have access to and also top menu branches that do not contain leaf nodes.
Items included on the Other tab in Roles control specific activities. These are known as Individual Permission Items, permitted within the context of a specific screen.
The Users tab displays a list of users assigned to each role. A role can be assigned to a user in User or a user can be assigned to a role in Roles.
On the Reports tab, you can grant permission by report or by report format to view or execute reports, or both.
Select Administration | Setup | Roles.
Click New to create a new role.
Type the name of the role in Name.
Specify a description of the role in Description.
The Standard check box is selected if the role was delivered as part of the System.
Note: Proxy users are defined in this to allow a user to enter time/expenses on behalf of other users. If the Proxy user needs to enter time for other resources, assign the user Mobile Resource Selection - Time permission. If the Proxy user needs to enter expenses for other resources, assign the user Mobile Resource Selection - Expenses permission
Screens tab
If a check box is selected on a row, the user is assigned that permission in that screen.
Click to select the All check box if the role should have View, New, Edit and Delete permissions. When you select the All check box, the View, New, Edit, and Delete check boxes are automatically selected.
Note: If the All check box is cleared, you can select the other check boxes individually.
Click to select the View check box if the role should have rights to look up or display data in the screen.
Click to select the New check box if the role should have rights to add/insert new information in the screen.
Click to select the Edit check box if the role should have rights to change existing data in the screen.
Click to select the Delete check box if the role should have rights to remove existing data in the screen.
Other tab
Click the Select check box if the role will have permission to perform the action listed in the Individual Permission Item column. Resources will inherit the permissions based on the roles they assigned. Available activities include:
Approve Any Expense Report
Approve Any Timesheet
Approve My Expense Report
Approve My Project Expense Reports
Approve My Project Timesheets
Approve My Timesheet
Approve Project Invoice
Approve Project Transaction
Approve Revenue Recognition Accrual
Approve Team Member Expense Reports
Approve Team Member Timesheets
Approve Vendor ACH Payment Settings
Create Custom Reports
Document Management Administrator
Email Customer Invoices
Enable Actions
Enable Approval Workflow
Enable Meetings
Enable Right Page
Generate Allocation Journals for a Closed Period
Human Resources All
Import Any Timesheet
Import Customer Invoices and Attachments
Import My Timesheet
Manage Shared Console Views
Mobile Resource Selection - Expenses
Mobile Resource Selection - Time
Post Assess Finance Charges
Post Billing Correction
Post Cash Application
Post Cash Processing
Post Customer Invoice
Post Journal Entry
Post Manual Payment
Post Payment Selections
Post to a Closed Period
Post Vendor Invoice
Project Transaction Pending and Billed Console
Report Administrator
Set Default Global User
Share Templates
Status Override
Submit Internal Service Request
Update Vendor ACH Payment Settings
User Maintenance
View All Project Time
View All Projects in Reports and Consoles
View All Scheduling
View All Staff Utilization
View Billing Rate Exceptions
View Detail Labor Cost in Reports
View Financials and Dashboards
View Team Scheduling
Users tab
Click to select the Select check box for each user who you want to assigned to this role.
Reports tab
Click to select the View check box if the user has permission to view associated reports.
Click to select the Execute check box if the user has permission to execute associated reports.
If you want to assign View or Execute permissions at the report format level, click Expand , and then click to select View or Execute, or both, for a report format line.
Click Save and New, or click Save and then click New, to save the current role and start adding the next.
Select Administration | Setup | Roles.
Double-click the role that you want to change. Role appears.
Make the changes that you want to make, and then click Save.
If you want to change other roles, you can use the navigation buttons to move to the First 
, Previous 
, Next 
, or Last 
role.
A: No. This is a manual task for your system administrator to perform.