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 tasks (predetermined by role) for the assigned cost center.
*Please note:
- An employee can only have one role per 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
- Log in to DCI with personal profile
- Click Home on the main menu
- Click Employees on the submenu
- Search for the employee by entering the name in the filter
- Click Search
- Select the employee from the results table by clicking anywhere in the employee row
- The Employee Details page will open
- Click Actions
- Select Manage Roles from the drop-down menu
- The Manage Roles page will open
- Select the role from the Role drop-down field
- Employees can only have one role per cost center
- To remove a role, review the steps below to Remove Roles.
- Enter the cost center in the Cost Center field and select the cost center from the list of cost centers generated
- Click the blue + plus sign to the right of the cost center field
- If the choice is incorrect, click the blue - minus sign to remove it.
- Click Save to continue and Yes to confirm
Remove Roles
- Log in to DCI with personal profile
- Click Home on the main menu
- Click Employees on the submenu
- Search for the employee by entering the name in the filter
- Click Search
- Select the employee from the results table by clicking anywhere in the employee row
- The Employee Details page will open
- Click Actions
- Select Manage Roles from the drop-down menu
- The Manage Roles page will open
- Click the blue - minus sign to remove the role
- An alert pop-up will appear stating " Are you sure you want to remove role (role selected) for (cost center associated)?"
- Click Yes to confirm
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