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Roles are what allow administrators to perform higher level tasks in DCI. The difference between permissions and roles:

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• Access to perform the task for all Cost Centers
• Multiple permissions can be selected

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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

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(

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predetermined by role) for the assigned cost center.

*Please note:

• An employee

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• can only have one role per

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Roles include:

• View Only
  • All abilities of base employees
  • 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

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

• Billing Team
  • All abilities of base employee
  • All abilities of Authorization Role
  • Create new batch
  • Add transaction(s) to existing batch
  • Remove/split transactions from batch
  • Find batch
  • Find transaction
  • Find client
  • View authorizations module
  • Merge batches
  • Transmit batch to payroll
  • Reconcile batch from payroll
  • Add attachment/annotation
  • Run reports

• Authorization
  • All abilities of base employee
  • Add/edit client funding accounts
  • Add/edit authorizations
  • Run reports

• 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 (not available in Service Provider

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• All abilities of View Only Role
• Manage Employee Punch Entries
• Add Employee Punches
• Add Notes/Attachments
• Run reports for associated cost center(s)

• mode)

*For role specifics and system access please review the Roles Quick Reference (hyperlink)

Add RolesTo add roles for an employee:

1. Log in to DCI with your personal profile
2. Click "Settings" from the top bar
3. Click "Roles" on the side bar
4. Click "Actions" then click "Manage Roles" on the drop down
6. Select the Home from the main menu
7. Select the Employees from the submenu
8. 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
9. Select the Actions button
10. Select Manage Roles tab from the Actions dropdown
11. The manage roles page will open Type in the employee's name and select it when it shows up
12. Select the role from the drop down Role dropdown field
    1. Employees can only have one role per cost center
    2. To remove a role, review steps below to Remove Roles
13. Enter the cost center Type in the Cost Center field and select it when it shows upthe cost center form the list of cost centers generated by your entry
14. Click the "+" next to Cost Center
15. Click "Save"
16. Click "Yes" on the confirmation window

To remove roles for an employee:

1. Repeat steps 1-5 above
2. In the results table, click the "-" next to the role you want to remove
3. Click "Save"
4. Click "Yes" on the confirmation window

Helpful Hints:

• An employee can only have one role per cost center. If they need a different role than the one currently assigned, you must first remove the current role following the steps above.
• Utilize the "Search Role" and "Search Cost Center" filters on the results table to quickly find a particular role for an employee
• You must assign roles per cost center. If an employee supervises three Cost Centers, they must be assigned Supervisor role for all three Cost Centers.

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1. plus sign to the left of the cost center field
2. Select Save 
3. Select Yes in the confirmation alert window to save changes
4. 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

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