Learning About the Roles

Roles allow you to manage access to all features of the account and time clocks for administrators, supervisors, and employees. With Roles, you can set different permissions for each feature of the account and time clocks based on your organization's needs.

Each feature in Roles has three possible levels of permissions: Add/Update, View Only, and No Access.

• Add/Update allows the user to add items to the feature and update current items in the feature.
• View Only allows the user to view all the details of each item in the feature but cannot edit them.
• No Access means that the user will not see the feature on the web portal.

Features associated with user data have four additional access options. Change the scope of the permission to All, Department, Individual, or No Access by selecting the ellipses next to the permission.

• All enables the user to view all data for the feature (such as all users on the account or all places).
• The Departments option allows the user to access all data in the feature connected to their Responsible Departments (set in the user's profile).
• The Individual option allows the user to access only their own data in the feature.
• No Access here also means the user will not see the feature on the web portal.

For example, you can configure the Employee Role to have Add/Edit permission for the People feature and set it to Departments. This allows them to view every person's profile (Administrator, Supervisor, or Employee) with a home department set as one of their responsible departments. However, they can only edit other employee profiles - not supervisor or administrator. If you configure the Supervisor Role with the same options, the supervisor would be able to edit other supervisor and employee profiles, but not administrators. 

Most account administrators set basic permissions for Employees, such as viewing their own time card. The account comes pre-set with the most common configurations.