Security

Overview

BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited.

It is particularly useful in the following situations:

• Allowing users to run reports for their department without given them access to the full data file;
• Allowing users to run reports only against the Jobs, Classess or Tracking Categories that fall within their role;
• Controlling which users can view different sets of reports.

How to Guides

Managing security logins

BudgetLink has the capability to restrict which users can use the software. For more information, see Adding a login, Renaming a login, Changing the password of a login or Removing a login.

Restricting the jobs to which users have access

BudgetLink has the capability, through the security logins and job sets, to restrict the jobs to which a user has access. For more information, see Restricting the jobs to which users have access.

Restricting the reports to which users have access

BudgetLink has the capability, through the security logins and worksheet sets, to restrict the reports to which a user has access. For more information, see Restricting the reports to which users have access.

Locking budgets

BudgetLink has the capability, through Version Control, to prevent budgets from being edited. For more information, see Locking Budgets.