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The difference between permissions and roles:

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Description: In this topic, the user will learn how to add or remove permissions for an employee profile. Permissions allow the user to perform a specific task for the entire system

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for all

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cost centers.

*Please note: Multiple permissions can be

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• Access to perform several tasks (predetermined) for one or more Cost Centers
• User can only have one role per Cost Center

Permissions include:

• Case Worker Admin: Create/edit caseworker profiles
• Funding Source Admin: Create/edit funding source profiles and service codes
• Cost Center Admin: Create/edit cost centers
• Employee Admin: Create/edit employee profiles
• Client Admin: Create/edit client profiles
• Residential Program Admin: Create/edit residential program profiles
• Day Program Admin: Create/edit day program profiles
• Group Service Admin: Create/edit group service profiles
• Parenting Program Admin: Create/edit parenting program profiles
• Holiday Schedule Admin: Create/edit holiday schedules
• Permissions Admin: Grant profile permissions
• Role Admin: Manage role assignments
• Import Admin: Access the Import Module to import data into the system
• Training Admin: Manage Certification Requirements and Certification Templates
• Authorization Admin: Complete all tasks within Authorization Module
• Vendor Admin Permission: Complete all tasks associated with Vendors Module
• Employer Reimbursement Admin Permission: Manage Reimbursement Entries

To add permissions for an employee:

1. Log in to your personal profile
2. Click "Employees" from the side bar
3. Search for the Employee
4. Click "Actions" then click "Manage Permissions" on the drop down
5. Check the permission(s)
6. Click "Save"
7. Click "Yes" on the confirmation window

To remove roles for an employee:

1. Repeat steps 1-4 above
2. Uncheck the permission(s) you wish to remove
3. Click "Save"
4. Click "Yes" on the confirmation window

*Permissions cannot be added to the Employer Role.

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assigned to an employee. Please see the article Permissions Overview for a full list and explanation of available permissions.

Role Required: Super User

Permission Required: PermissionsAdmin

1. Log in to personal profile
2. Click Home on the main menu
3. Click Employees on the submenu
4. Search for the employee by entering the name in the filter
5. Click Search
6. Select the employee from the results table by clicking anywhere in the employee row
7. The Employee Details page will open
8. Click Actions
9. Select Manage Permissions from the drop-down menu
10. The Manage Permissions form wizard will open
11. Check or Uncheck the permissions for the employee profile
12. Click Save and Yes to confirm

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