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- Go to Admin
- Expand Security
- Click on T&E Access
- Click on Add
- Enter a name for this role in the Name field.
- Select the Jasper Role.
- Click Save
- Notice that the split screen opens up and a new tab appears called Access List. Click on Access List.
- Click on Add (the one for Access List) SEE TABLE BELOW
- Select the items that the user will have access to.
- For Example, if you want to give approvers the ability to approve both timesheets and expense reports from the list, you would select:
- Expense Entry and Approval: Allow Approve and Reject from the List
- Time Entry and Approval: Allow Approve and Reject from the List.
- For Example, if you want to give approvers the ability to approve both timesheets and expense reports from the list, you would select:
- Click OK
- After the role is set up, you just need to assign it to the users that are going to be in that role.
| Group | Access Rights | Description |
|---|---|---|
| Expense Entry and Approval | Allow User to modify their Bank Account for ACH Processing | Allow User to modify their Bank Account for ACH Processing |
| Expense Entry and Approval | Allow Approval to Link Reports | Allow Approval to Link Reports |
| Expense Entry and Approval | Enable Approve and Reject from List | Enables Approve and Reject from List view |
| Expense Entry and Approval | Disable Approver from modifying Expense Code | Disable Approver from modifying Expense Codes on Expense Reports |
| Expense Entry and Approval | Allow Approver to route expense report to other approvers | Allow Approver to route expense report to other approvers |
| Expense Entry and Approval | Allow Approval to set TAX/VAT not claimable | Allow Approval to set TAX/VAT not claimable |
| Expense Entry and Approval | Attendee Query against only Employees | Only allows user to select attendees from employees |
| Expense Entry and Approval | Attendee Query against only Shared Attendees | Only allows user to select attendees from shared attendees |
| Expense Entry and Approval | Allow user to access Audit Module | Allow user to access Audit Module |
| Expense Entry and Approval | Allow user to access Audit Module With no Pass of Fail Control | Allow user to access Audit Module With no Pass of Fail Control |
| Expense Entry and Approval | Hide Personal Option on the Credit Card Transaction List | Hide Personal Option on the Credit Card Transaction List |
| Expense Entry and Approval | Enable Move Charges for Approvers | Allows approvers to move charge(s) from one report to another |
| Expense Entry and Approval | Enable Move Charges for Proxies | Allows proxies to move charge(s) from one report to another |
| Expense Entry and Approval | Enable Move Charges for Users | Allows report owner to move charge(s) from one report to another |
| Expense Entry and Approval | Allow to add a new Vendor to the Vendor Payment Report | Allow to add a new Vendor to the Vendor Payment Report |
| Expense Entry and Approval | Allow Proxy to Link Reports | Allow Proxy to Link Reports |
| Expense Entry and Approval | Disable Proxy from modifying In Approval Process Report | Removes hyperlink from the report name so proxy cannot access report while in approval process |
| Expense Entry and Approval | Allow Proxy to set TAX/VAT not claimable | Allow Proxy to set TAX/VAT not claimable |
| Expense Entry and Approval | Allow Proxy to access Approved Report | Allow Proxy to access Approved Report |
| Expense Entry and Approval | Disable Proxy from modifying Expense Code | Disable Proxy from modifying Expense Codes on Expense Reports |
| Expense Entry and Approval | Disable Proxy from modifying Released Report | Removes hyperlink from the report name so proxy cannot access report while in released report |
| Expense Entry and Approval | Allow Proxy to route Expense Report to other Approvers | Allow Proxy to route Expense Report to other Approvers |
| Expense Entry and Approval | Allow owner to Link Reports | Allow owner to Link Reports |
| Expense Entry and Approval | Allow Owner to route Expense Report to other Approvers | Allow Owner to route Expense Report to other Approvers |
| Expense Entry and Approval | Disable owner from modifying In Approval Process Report | Removes hyperlink from the report name so owner cannot access report while in approval process |
| Expense Entry and Approval | Allow Owner to access Approved Report | Allow Owner to access Approved Report |
| Expense Entry and Approval | Disable Owner from modifying Expense Code | Disable Owner from modifying Expense Codes on Expense Reports |
| Expense Entry and Approval | Disable owner from modifying Released Report | Removes hyperlink from the report name so owner cannot access report while in released report |
| Expense Entry and Approval | Allow Owner to set TAX/VAT not claimable | Allow Owner to set TAX/VAT not claimable |
| General | Allow to set Manager's Subordinate Out of Office in user Preference for Time.. | Prevents approver from setting subordinate out of office
|
| General | Disable Approvers to set themselves Out of Office | Prevents approver from setting themselves out of office |
| General | Display User Profile to Manager and Proxy | Enables employee detail icon |
| General | Allow users to their Commute miles/km | Allows users to Commute their Mileage through Commute Mileage in Options under the Tools tab |
| General | Allow users to manage their Mobile Devices | Allows users to manage their Mobile Devices through My Devices in Options under the Tools tab |
| General | Allow users to update their User Profiles | Allows users to update their User Profiles in Options under the Tools tab |
| General | Allow users to set their own Proxies | Allows users to set their own Proxies in Options under the Tools tab |
| Time Entry and Approval | Enable Approve and Reject from List | Enables Approve and Reject from List view |
| Time Entry and Approval | Allow Approver to access approved Timesheet | Allow Approver to access approved Timesheet |
| Time Entry and Approval | Allow Approver to adjust posted Timesheet | Allow Approver to adjust posted Timesheet |
| Time Entry and Approval | Allow Save & Exist as Draft once timesheet is submitted/rejected - By Proxy | Allows Proxy to save and exit as draft that has already been submitted or rejected. |
| Time Entry and Approval | Allow Save & Exist as Draft once timesheet is submitted/rejected - By Owner | Allows Owner to save and exit as draft that has already been submitted or rejected. |
| Time Entry and Approval | Allow Approver to route Timesheet to other approvers | Allow Approver to route Timesheet to other approvers |
| Time Entry and Approval | Disable Proxy from modifying In Approval Process Timesheet | Removes hyperlink from the report name so proxy cannot access Timesheet while in approval process |
| Time Entry and Approval | Allow Proxy to access approved Timesheet | Allow Proxy to access approved Timesheet |
| Time Entry and Approval | Allow Proxy to adjust posted Timesheet | Allow Proxy to adjust posted Timesheet |
| Time Entry and Approval | Disable Proxy from modifying Released Timesheet | Removes hyperlink from the report name so proxy cannot access Timesheet while in released Timesheet |
| Time Entry and Approval | Allow Proxy to route Timesheet to other Approvers | Allow Proxy to route Timesheet to other Approvers |
| Time Entry and Approval | Enable Time Clock In/Out | User can clock in and clock out as well as have access to the timesheet. This option allows the timesheet owner to submit their timesheet |
| Time Entry and Approval | Enable Time Clock In/Out ONLY Entry | Users can ONLY Clock In/Out. User can not access their timesheet or submit their timesheet |
| Time Entry and Approval | Enable Time InOut EXPRESS | Allows user to start and stop a time clock to calculate the time they spent |
| Time Entry and Approval | Only Allowed to use Start & Stop Time | Only allows the start and stop of time clock. User can not go into timesheet and make adjustments |
| Time Entry and Approval | Allow Owner to route Timesheet to other Approvers | Allow Owner to route Timesheet to other Approvers |
| Time Entry and Approval | Disable owner from modifying In Approval Process Timesheet | Removes hyperlink from the report name so owner cannot access Timesheet while in approval process |
| Time Entry and Approval | Allow Owner to access approved Timesheet | Allow Owner to access approved Timesheet |
| Time Entry and Approval | Allow Owner to adjust posted Timesheet | Allow Owner to adjust posted Timesheet |
| Time Entry and Approval | Disable owner from modifying Released Timesheet | Removes hyperlink from the report name so owner cannot access Timesheet while in released Timesheet |