Setting Up Roles

To enable users to access self-service pages:

• Link user IDs to the employee, manager, or project manager roles.

• Associate the roles with permission lists that provide access to the appropriate self-service applications.

Employee Role

User IDs that are set up with the employee role can select:

• Delegate Entry Authority.

• Create/Update User Template.

• Create Travel Authorization.

• Modify Travel Authorization.

• View Travel Authorization.

• Cancel an Approved Travel Authorization.

• Delete Travel Authorization.

• Print Travel Authorization.

• Create Cash Advance.

• Modify Cash Advance.

• View Cash Advance.

• Delete Cash Advance.

• Print Cash Advance.

• Create Expense Report.

• Modify Expense Report.

• View Expense Report.

• Delete Expense Report.

• Print Expense Report.

• Create Time Report.

• Modify Time Report.

• View Time Report.

• Delete Time Report.

• Print Time Report.

• View My Wallet.

• Review My Wallet Receipts.

• Review Expense History.

• Review/Edit Profile.

• Access travel partner links.

• Update travel partner passwords.

Manager Role

User IDs that are set up with the manager role can select:

• Approve Transactions.

• Modify Approved Transactions.

Note:

User IDs that are set up with the manager role can also access employee user defaults from a link on the expense transactions pages.

Project Manager Role

User IDs that are set up with the project manager role can select Approve Transactions.