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Description: In this topic you will learn about the different roles in DCI. Roles allow users to perform higher level tasks in DCI. 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. Utilize the "Search Role" and "Search Cost Center" filters on the results table to quickly find a particular role for an employee. If an employee supervises three Cost Centers, they must be assigned Supervisor role for all three Cost Centers.

Role Required: Superuser, Supervisor, Employer

Permission Required: Employee Admin, Role Admin

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:

Super User

  • Access to all system functionality

  • Must be assigned by a DCI Representative

Base User

  • Add punch entries

  • View accounts and account details 

  • Publish scheduling availability

  • View schedule and schedule details

  • View profile certifications

  • View and compose message

  • Access help center materials

  • View and edit user settings

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

Supervisor

  • All abilities of Base User 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

  • 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)

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