Description: In this topic, the user will learn about the different roles in DCI. Roles allow users to perform higher-level tasks in DCI. A user can only have one role per cost center. If they need a different role than the one currently assigned, the current role must first be removed. Utilize the Search Role and Search Cost Center filters on the results table to quickly find a particular role for a user. If a user supervises three cost centers, they must be assigned the Supervisor role for all three cost centers.

Role Required: Super User, Supervisor, Employer

Permission Required: Employee Admin, Role Admin

The difference between permissions and roles:

  • Permissions: Allow a user to perform a specific task for the entire system

    • Access to perform the task for all cost centers

    • Multiple permissions can be selected

  • Roles: Allow user to perform a group of tasks for specific cost center(s)

    • Access to perform several tasks (predetermined) for one or more cost centers

    • User can only have one role per cost center

Roles Include:

  • Super User

    • Access to all system functionality

  • Base User

    • Add punch entries
    • Edit punch entries (web portal only)
    • Reject punch entries
    • View accounts and account details 
    • Publish scheduling availability
    • View schedule and schedule details
    • View profile certifications
    • View and compose message
    • Access help center materials
    • View and edit user settings

  • View Only

    • All abilities of Base User role
    • View accounts and account details
    • View employees and employee details
    • View clients and client details
    • View punches and punch details
    • View notes
    • View attachments
    • View schedules
    • Run reports

  • Auditor

    • All abilities of View Only role
    • View events
    • Download attachments
    • Edit employee/client profile details
    • Add employee/client service account
    • Add/edit/approve/reject employee punch and client absentee/attendance punches
    • Add compensating employee/client punch
    • Add notes/attachments
    • Add/modify employee/client schedules
    • Run reports

  • Supervisor

    • All abilities of Base User role
    • Edit employee/client profile details
    • Add employee/client service account
    • Add/edit/approve/reject employee punch and client absentee/attendance punches
    • Add compensating employee/client punch
    • Add notes/attachments
    • Add/modify employee/client schedules
    • Run reports

  • Payroll Team

    • All abilities of Base User role
    • Create new payroll batch
    • Add transaction(s) to existing payroll batch
    • Remove/split transactions from payroll batch
    • Find payroll batch
    • Find transaction
    • Find client
    • Find employee
    • Merge payroll batches
    • Transmit batch to payroll
    • Reconcile batch from payroll
    • Add attachment/annotation
    • Run reports

  • Billing Team

    • All abilities of Base User role
    • All abilities of Authorization role
    • Create new billing batch
    • Add transaction(s) to existing billing batch
    • Remove/split transactions from billing batch
    • Find billing batch
    • Find transaction
    • Find client
    • View authorizations module
    • Merge billing batches
    • Transmit batch to payroll
    • Reconcile batch from payroll
    • Add attachment/annotation
    • Add/edit client funding accounts
    • Add/edit authorizations
    • Run reports

  • Authorization

    • All abilities of Base User role
    • Add/edit client funding accounts
    • Add/edit authorizations
    • Run reports

  • Employer (not available in Service Provider Mode)

    • All abilities of View Only role
    • Manage employee punch entries
    • Add employee punches
    • Add notes/attachments
    • Run reports for associated cost center(s)