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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, the user will learn how to manage roles for a profile including adding or removing roles. Roles allow users to perform a group of

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tasks (predetermined by role) for the assigned cost center.

*Please note:

• An employee
) for one or more Cost CentersUser
• can only have one role per
Cost Center

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

• 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)

To add roles for an employee:

1. Log in to 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
5. Type in the employee's name and select it when it shows up
6. Select the role from the drop down
7. Type in the Cost Center and select it when it shows up
8. Click the "+" next to Cost Center
9. Click "Save"
10. 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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• cost center
• Roles must be assigned per cost center. For example, if an employee supervises three cost centers, assign the supervisor role for each of the three cost centers.
• Please see the article Roles Overview for additional information

Role Required: Super User

Permission Required: Role Admin

Available Roles

• Super User
• Base User
• View Only
• Auditor
• Supervisor
• Payroll Team
• Billing Team
• Authorization
• Employer (FI mode only)

Add Roles

1. Log in to DCI with 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 Roles from the drop-down menu
10. The Manage Roles page will open
11. Select the role from the Role 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 from the list of cost centers generated
13. Click the blue + plus sign to the right of the cost center field
    1. If the choice is incorrect, click the blue - minus sign to remove it.
14. Click Save to continue and Yes to confirm

Remove Roles

1. Log in to DCI with 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 Roles from the drop-down menu
10. The Manage Roles page will open
11. Click the blue - minus sign to remove the role
12. An alert pop-up will appear stating " Are you sure you want to remove role (role selected) for (cost center associated)?"
13. Click Yes to confirm

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