Description: In this topic the user 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, 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 an employee. If an employee 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 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
• Must be assigned by a DCI representative

• 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)