CP-114An Introduction to System Administration and How to Ensure Users Have the Right System Access

Clare Manning, Infotek Consulting, LLC

Costpoint’s System

Administration Features

…..An Introduction to

Ensuring Users Have the

Right Access

Introduction

• Maintaining and Setting Up User Groups

• User Groups Required for TE 10

• Setting Up Scheduled Job Processes

• Benefits of the UI Profile Feature

• User Security Reports

SYSTEM ADMINISTRATION

• Pre-Established User Groups (come standard with Costpoint)• Creating New/Unique User Groups• Assigning Rights to Users While Maintaining Segregation of

Controls• Setting up Scheduled Jobs • New User Group Requirements for TE10• Creating and Utilizing a Custom UI Profile• Running Security Reports for User Rights

Maintaining and Setting Up User Groups

PRE-EXISTING AND CREATING NEW USER GROUPS

• Costpoint comes with several pre-defined user groups which can be utilized for users. If desired, these User Groups can be modified to meet your companies specific needs

• You also have the option to create custom User Groups that are unique and specific to your business

• When assigning access to users it’s important to always consider segregation of controls and where your company has set those boundaries

PRE-EXISTING USER GROUPS

• Pre-Existing User Groups come standard with Costpoint and generally start with “STD”. These User Groups have pre-defined access based on various roles your company many have such as Accounting Manager, AP Clerk, Contract Manager just to name a few.

• While these user groups are pre-set with the module and or application rights you still have the ability to modify access within these groups if desired.

Pre-Existing User Groups

AP MGR – Module Rights

AR Clerk – Application Rights

Creating New User Groups

You have the ability to design and establish custom User Groups that are unique to your organization. You select the title of the User Groups as well as what access, both module and application, will be granted when a user is assigned to the Group.

To create a new User Group go to System Administration > Security > Manage User Groups

Creating a New User Group

ACCESS OPTIONS WHEN ASSIGNING RIGHTS TO USERS

T&E 10 User Groups

To review user groups and associated menu assignments, complete the following steps:

1. Click Administration » Security » System Security » Manage User Groups.

2. In User Groups, select the group you want to review.

3. Click the Application Rights subtask

T&E 10 User Groups

TE10 Required User Groups• TE10 is interfaced with Costpoint. TE10 User Groups do not come pre-established

and will need to be set up

• TE10 User Groups should ALL start with T

• At a minimum you might have ADMIN, Supervisor and Employee TE User Groups. Employees will be assigned to the applicable User Group based on the Security Role assigned in the TE Resource record

• Separate User Groups for each application Time and Expense . • Time: TE_ADMIN, TE_EMPL, TE_SPVSR,• Expense: TE_EP_ADMIN, TE_EP_EMPLOYEE, TE_EP_SPVSR, RCPTS

TE User Groups

Job Processes

Scheduling a Job

1. Create a job parameter.2. Create a job ID.3. Create a job queue.4. Create a server.5. Submit the job to the queue

Starting Server for Scheduled Jobs

Creating a Job

Executing and Scheduling a Job

Submit Job to Job Queue

Creating a UI Profile

Allow Configuration Changes

Setup User Interface Profile

In order to create a UI Profile, the allow screen configuration changes for UI Profile will need to be selected on their user

Security/User Rights Reports

Security Reports

Clare Manning

Sr. Consultant

www.infotekconsulting.

net

cmanning@infotekcons

ulting.net