Each user who logs into the program will have an Access Level of between 1 and 9 - see User Details. The default levels in use are 1, 5 and 9 (Restricted, Basic and Power User)
This Access Level will determine their ability to view and edit data within the TallyPro system. This section deals with the privileges granted by default - note however that these can be changed for each company.
Access Level Summary
Level |
User Type |
User Privileges |
1 – 4 |
Restricted user |
Least privileges (enter time, view jobs etc.) |
5 – 7 |
Basic user |
Normal privileges (enter time, view previous timesheets, add/remove jobs/clients etc.) |
8 – 9 |
Power user |
All privileges (change company configuration, export data, manage users, consolidate costs, perform period end routines, add/remove employees etc.) |
Menu Items
Main |
Sub |
Minimum Level |
File |
||
Users |
9 |
|
Years & Periods |
8 |
|
Configuration |
9 |
|
Data Utilities |
9 |
|
Tools |
||
Period / Year End |
5 |
Navigation Bar
Main |
Sub |
Min. Level |
Postings |
||
Weekly Timesheet – As per company configuration |
(default 1) |
|
Ad-hoc Timesheet – As per company configuration |
(default 1) |
|
Expense Claims – As per company configuration |
(default 1) |
|
Other Costs – As per company configuration |
(default 5) |
|
Billings – As per company configuration |
(default 5) |
|
Write Offs – As per company configuration |
(default 5) |
|
View Past Timesheets |
1 |
|
View Past Postings |
5 |
|
Clients |
||
Reports |
5 |
|
Consolidate Costs (Professional only) |
8 |
|
Dormant Clients (Professional only) |
5 |
|
Deleted Clients (Professional only) |
5 |
|
Jobs (Commercial only) |
||
Reports |
5 |
|
Consolidate Costs |
8 |
|
Dormant Jobs |
5 |
|
Deleted Jobs |
5 |
|
Employees |
||
Reports |
5 |
|
New User & Employee Wizard |
8 |
|
Deleted Employees |
8 |
|
Reports |
5 |
|
(Individual report groups can have own access level) |
Data Edit
Any data items that are not accessible via the menu or navigation bar do not have a specific access level against them. For example, dormant clients/jobs have an access level of 5. As only level 5 users have access to this section, only users with this access level can add, delete or edit dormant clients/jobs; there is no specific access level set below.
Entity |
Add New |
Update |
Delete |
Client * |
5 |
5 |
5 |
Category (Client, Job etc.) |
5 |
5 |
5 |
Job ** |
5 |
5 |
|
Default Cost Code |
5 |
5 |
5 |
Specific Cost Code |
5 |
5 |
5 |
Work Type |
5 |
5 |
5 |
Department |
5 |
5 |
5 |
Employee *** |
8 |
8 |
|
User |
9 |
9 |
9 |
Action **** |
|
5 |
5 |
Period |
8 |
8 |
8 |
Past Timesheets |
|
5 |
|
* Delete not allowed for Professional companies; Status used instead
** Delete not allowed; Status used instead
*** Delete not allowed; Status used instead
**** All users can update/delete own actions on To-Do List
