A login profile defines the general rules that determine the types of data a user can access and what the user can do with that data. Thus, certain users have unrestricted access to all data and can maintain that data fully, while other users may not see all data and cannot update the data they see.

When you create a login for a user, you will use a login profile. Consequently, you should set up separate profiles for each group of similar users and then apply the same profile to all users who belong to that group.

The settings on a login profile apply to all the logins that have the profile assigned. Any changes to a profile will therefore affect all those logins.

The product is supplied with two profiles already set up:


which provides full access to all functions, so that necessary changes can be made. Any logins that have this profile assigned must have passwords set to prevent unauthorized use.


allows only restricted access so that users can only update their own timesheets. This type of profile is therefore suitable for users who only access the system to record the time they have worked and the expenses they have incurred.

You should create other profiles to cover all types of users. These will be tailored to cover their specific processing needs.

To process this view, select Login Profiles from the Security section of Administration and a search screen appears with results listed. You can then change the search filters (as described at Searching and Filters ) to list different records:


Click Add to create a profile record. For a listed profile, you can click   then:


to change the name.


to access the profile.


creates a profile with the same general details as the selected one. You must specify a code for this entry and can change other details.

Code Converter

to change the code of the login profile if it is incorrect. All affected records will be updated.


to delete the profile, after confirmation, providing it is not in use.

When adding or amending, an input screen appears so that you can enter required data. The screen has several tabbed forms and you can select each one in turn by clicking the required tab.

The various tabs cover different aspects of processing. Thus, some are concerned with the set up of data through Administration functions while others deal with specific processing.