Description: In this topic you will learn how to manage roles for a profile including adding or removing roles. Roles allow users to perform a group of tasks (predetermined by role) for the assigned cost center.

*Please note:

  • An employee can only have one role per cost center

  • Roles must be assigned per cost center i.e. If an employee supervises three cost centers, assign the supervisor role for each of the three cost centers.

Role Required: Superuser

Permission Required: Role Admin

Available Roles

  • View Only

  • Supervisor

  • Payroll Team

  • Billing Team

  • Authorization

  • Auditor

  • Employer (FI mode only)

Add Roles

  1. Log in to DCI with your personal profile
  2. Select the Home from the main menu
  3. Select the Employees from the submenu
  4. Enter the Employee Name in the filter field and select the employee from the list of employees generated by your entry and click Search
    1. The results table will be displayed under the search fields, the table will include role and cost center for employee selected
  5. Select the Actions button
  6. Select Manage Roles tab from the Actions dropdown
  7. The manage roles page will open up
  8. Select the role from the Role dropdown field
    1. Employees can only have one role per cost center
    2. To remove a role, review steps below to Remove Roles
  9. Enter the cost center in the Cost Center field and select the cost center form the list of cost centers generated by your entry
  10. Click the + plus sign to the left of the cost center field
  11. Select Save 
  12. Select Yes in the confirmation alert window to save changes
  13. The employee role is updated and the system will return back to the roles page

Remove Roles

  1. Log in to DCI with your personal profile
  2. Select the Home from the main menu
  3. Select the Employees from the submenu
  4. Enter the Employee Name in the filter field and select the employee from the list of employees generated by your entry and click Search
    1. The results table will be displayed under the search fields, the table will include role and cost center for employee selected
  5. Select the Actions button
  6. Select Manage Roles tab from the Actions dropdown
  7. The manage role page will open up
  8. Select the remove actions button to the right of the role being removed (remove button is a blue circle with a white minus "-" sign in the middle)
  9. An alert popup will appear stating " Are you sure you want to remove role (role selected) for (cost center associated)?"
  10. Select Yes to save changes
  11. Select Save
  12. Select Yes in the confirmation alert window to save changes

  13. The employee role is updated and the system will return back to the roles page