Roles are what allow administrators to perform higher level tasks in DCI. The difference between permissions and roles:
- Permissions: Allows 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: Allows 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:
- 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:
- Log in to your personal profile
- Click "Settings" from the top bar
- Click "Roles" on the side bar
- Click "Actions" then click "Manage Roles" on the drop down
- Type in the employee's name and select it when it shows up
- Select the role from the drop down
- Type in the Cost Center and select it when it shows up
- Click the "+" next to Cost Center
- Click "Save"
- Click "Yes" on the confirmation window
To remove roles for an employee:
- Repeat steps 1-5 above
- In the results table, click the "-" next to the role you want to remove
- Click "Save"
- 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.
NOTE: This task requires Role Permission. Contact your supervisor if you need to perform this task and are unable to do so.
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