InEight Billings - Billings Administration

User Account Management Information

There are thirteen user roles or groups in Billings and five specialized roles for more security control. A single application user can be a member of one or more roles, which determines the functional areas of the application that they have access to. The following defines the thirteen groups:

User Role	User Role Definition
Administrator	The user designated as the technical application lead within the system. This role manages the application security and users interaction with the system through user groups. Members of this group can perform all functions on all pages.
Power User	User designated as the highest privileged user for their own region. This role manages the setup of Billings and how it will affect reporting, payroll, and integrations, and ensures the application is aligned to client requirements.
Report Administrator	User who has a deep understanding of Billings as well as the technical knowledge to build reports using the Billings report manager. This role can be used as a standalone for someone who only needs to access the report manager to build reports or can be used in addition to any other role that needs access to the report manager.
LEM Approver/Reviewer	A user who can approve LEMs. This role is unable to create, edit, or delete LEMs, but they can complete all functions (except crediting an invoice) that take place after a LEM is created
User	User designated as having a higher skill set with capabilities to set up information in Billings as needed.
Time sheet Entry	User designated as having limited involvement in setting up information in Billings.
User (No Rates)	User level access to Billings except for access to rates information on rate tables, time sheets, and reports.
Supervisor (View Only)	User designated to have view only and report generating rights in the application.
Imports User	User who is monitoring or performing imports into Billings. This role can be used standalone for someone who only needs to access these functions or can be used in addition to any other role that needs access to perform imports.
Certification Power User	User who manages the overall tracking of certification information, such as someone in HR or a corporate safety officer. This role can be used standalone for someone who only needs to access the certification module or can be used in addition to any other role that needs access to the certification module.
Certification User (Read Only)	User who only requires access to the certification information but is not authorized to make changes, such as a Project Manager or Supervisor. This role can be used stand alone for someone who only needs to access the certification module, or can be used in addition to any other role that needs access to the certification module.
Project Accountant	User who manages running data exports and adjusting exported data.

User Role

User Role Definition

Administrator

The user designated as the technical application lead within the system. This role manages the application security and users interaction with the system through user groups. Members of this group can perform all functions on all pages.

Power User

User designated as the highest privileged user for their own region. This role manages the setup of Billings and how it will affect reporting, payroll, and integrations, and ensures the application is aligned to client requirements.

Report Administrator

User who has a deep understanding of Billings as well as the technical knowledge to build reports using the Billings report manager. This role can be used as a standalone for someone who only needs to access the report manager to build reports or can be used in addition to any other role that needs access to the report manager.

LEM Approver/Reviewer

A user who can approve LEMs. This role is unable to create, edit, or delete LEMs, but they can complete all functions (except crediting an invoice) that take place after a LEM is created

User

User designated as having a higher skill set with capabilities to set up information in Billings as needed.

Time sheet Entry

User designated as having limited involvement in setting up information in Billings.

User (No Rates)

User level access to Billings except for access to rates information on rate tables, time sheets, and reports.

Supervisor (View Only)

User designated to have view only and report generating rights in the application.

Imports User

User who is monitoring or performing imports into Billings. This role can be used standalone for someone who only needs to access these functions or can be used in addition to any other role that needs access to perform imports.

Certification Power User

User who manages the overall tracking of certification information, such as someone in HR or a corporate safety officer. This role can be used standalone for someone who only needs to access the certification module or can be used in addition to any other role that needs access to the certification module.

Certification User (Read Only)

User who only requires access to the certification information but is not authorized to make changes, such as a Project Manager or Supervisor. This role can be used stand alone for someone who only needs to access the certification module, or can be used in addition to any other role that needs access to the certification module.

Project Accountant

User who manages running data exports and adjusting exported data.

Specialized User Role	Specialized User Role Definition
Share Layouts	Gives a user the ability to share their personalized layouts with other users. The members of this role cannot administrate layouts for others, only their own.
Expanded Time sheet Editing	Gives a user the ability to edit or delete export batches (including LEMs and Invoices) created by other users, if the user has the right to create one or more Export batches themselves. This means they will be able to edit/delete batch results created by other users for types that they have access to already. Note that this functionality is already available to all Power Users and Administrators. This specialized security role simply gives the ability to edit or delete export results batches created by other users, and removes Approval Status restrictions, elevating these rights to be equivalent to the Power User role (but NOT the Administrator role).
Expanded Export Editing	Gives a user the ability to edit or delete timsheets created by other users. This means they will be able to edit/delete timesheets created by other users . Note that this functionality is already available to all Power Users and Administrators. This specialized security role simply gives the ability to edit or delete timesheets by other users, and removes Approval Status restrictions, elevating these rights to be equivalent to the Power User role (but NOT the Administrator role).
Restricted Export Editing	Gives a user the ability to edit or delete export batches created by other users, if the user has the right to create one or more Export batches themselves (that is, they will be able to edit/delete batch results created by other users for types that they have access to already). Unlike the Expanded Export Editing above, this role does NOT allow users any added rights over the Approval Status.
Mobile User (for use with the standalone client only)	User cannot use the desktop system, but can capture personal time sheets using the mobile client
Mobile Foreman (for use with the standalone client only)	User cannot use the desktop system but can capture attendance and time sheets for themselves and their crews using the mobile client. This only applies to stand-alone mobile customers.

Specialized User Role

Specialized User Role Definition

Share Layouts

Gives a user the ability to share their personalized layouts with other users. The members of this role cannot administrate layouts for others, only their own.

Expanded Time sheet Editing

Gives a user the ability to edit or delete export batches (including LEMs and Invoices) created by other users, if the user has the right to create one or more Export batches themselves. This means they will be able to edit/delete batch results created by other users for types that they have access to already. Note that this functionality is already available to all Power Users and Administrators. This specialized security role simply gives the ability to edit or delete export results batches created by other users, and removes Approval Status restrictions, elevating these rights to be equivalent to the Power User role (but NOT the Administrator role).

Expanded Export Editing

Gives a user the ability to edit or delete timsheets created by other users. This means they will be able to edit/delete timesheets created by other users . Note that this functionality is already available to all Power Users and Administrators. This specialized security role simply gives the ability to edit or delete timesheets by other users, and removes Approval Status restrictions, elevating these rights to be equivalent to the Power User role (but NOT the Administrator role).

Restricted Export Editing

Gives a user the ability to edit or delete export batches created by other users, if the user has the right to create one or more Export batches themselves (that is, they will be able to edit/delete batch results created by other users for types that they have access to already). Unlike the Expanded Export Editing above, this role does NOT allow users any added rights over the Approval Status.

Mobile User (for use with the standalone client only)

User cannot use the desktop system, but can capture personal time sheets using the mobile client

Mobile Foreman (for use with the standalone client only)

User cannot use the desktop system but can capture attendance and time sheets for themselves and their crews using the mobile client. This only applies to stand-alone mobile customers.