Description: In this topic, the user will learn about the different roles in DCI. Roles allow users to perform higher-level tasks in DCI. A user can only have one role per cost center. If they need a different role than the one currently assigned, the current role must first be removed. Utilize the Search Role and Search Cost Center filters on the results table to quickly find a particular role for a user. If a user supervises three cost centers, they must be assigned the Supervisor role for all three cost centers.

Role Required: Super User, Supervisor, Employer

Permission Required: Employee Admin, Role Admin

The difference between permissions and roles:

• Permissions: Allow a 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: Allow 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

• Base User

• Add punch entries
• Edit punch entries (web portal only)
• Reject 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 User role
• 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
• 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 User role
• 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 User role
• 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
• Add/edit client funding accounts
• Add/edit authorizations
• Run reports

• Authorization

• All abilities of Base User role
• 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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