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Description: In this topic you , the user 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.

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

Role Required: SuperuserSuper User

Permission Required: Role Admin

Available Roles

• Super User
• Base User
• View Only
• Auditor
• Supervisor
• Payroll Team
• Billing Team
• Authorization

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• Employer (FI mode only)

Add Roles

1. Log in to DCI with your personal profile
2. Select the Click Home from on the main menu
3. Select the Click Employees from on the submenu
4. Enter the Employee Name Search for the employee by entering the name in the filter field and select
5. Click Search
6. 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
   results table by clicking anywhere in the employee row
7. The Employee Details page will open
8. Click Actions Select the Actions button
9. Select Manage Roles tab from the Actions dropdown from the drop-down menu
10. The manage roles Manage Roles page will open up
11. Select the role from the Role dropdown drop-down field
    1. Employees can only have one role per cost center
    2. To remove a role, review the steps below to Remove Roles.
12. Enter the cost center in the Cost Center field and select the cost center form from the list of cost centers generated by your entry
13. Click the blue + plus sign to the left right of the cost center field
    1. Select Save 
    2. Select Yes in the confirmation alert window to save changes
    3. 1. If the choice is incorrect, click the blue - minus sign to remove it.
    4. Click Save to continue and Yes to confirmThe 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 Click Homefrom on the main menu
    3. Select the Click Employees from on the submenu
    4. Enter the Employee Name Search for the employee by entering the name in the filter field and select
    5. Click Search
    6. 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
       results table by clicking anywhere in the employee row
    7. The Employee Details page will open
    8. Click Actions Select the Actions button
    9. Select Manage Roles tab from the Actions dropdown from the drop-down menu
    10. The manage role Manage Roles page will open up
    11. 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)
    13. Click the blue - minus sign to remove the role
    14. An alert pop-up An alert popup will appear stating " Are you sure you want to remove role (role selected) for (cost center associated)?"
    15. Select Yes to save changes
    16. Select Save

    17. Select Yes in the confirmation alert window to save changes

    18. The employee role is updated and the system will return back to the roles pageClick Yes to confirm

    Related articles

    Content by Label
    showLabels false max 5 spaces DCI showSpace false sort modified reverse true type page cql label in ("role","roles") and type = "page" and space = "DCI" labels roles role

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