Help for MyCorbu Architectural Bookkeeping
What is a User Role
A User Role is way to control access to data. You can assign all User Roles to every user, or you can selectively assign User Roles.
User Roles are assigned to a User when they are added to the account. However User Roles may be changed anytime.
MyCorbu BASIC has five User Roles and they have these rough equivalents.
Because every firm uses different criteria and different terminology, the following descriptions describe what the User Role has access to. Use the descriptions of access to determine how to assign User Roles. User Roles can be changed by an Admin. The User will only see the pages to which his User Role gives access.
A Level 1 User has access to only the Timesheet page. The Timesheet page only shows the records of the logged-in user.
A Level 2 User has Level 1 access and also access to the All Time page. The All Time page displays all time for all projects.
A Level 3 User has Levels 1 & 2 access and also access to the Projects page. The Projects page displays all Project-Phases and all Projects and provides forms for adding or editing Project-Phases and Projects.
A Level 4 User may optionally have Levels 1, 2 & 3 access. Level 4 gives access to the Bookkeeping Page. The Bookkeeping Page displays all financial transactions of the firm, has forms for entering transactions and reports showing financial transactions in many formats.
An Admin User has access to everything including an Admin page where Users are managed and where the Phases that the firm uses are established. There can be more than one Admin.
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