Admin Roles Overview
Overview
This article contains information on the various options available when creating or editing an Admin Role.
Steps
- From the Home screen, select Maintenance > Administration.
- Choose Roles.
- Select an existing Role Name to edit that role or select New Role to create a new one.
- Make adjustments to the roles as necessary. Select Save Role Info to confirm you changes.
Role Breakdown
The below table breaks down the options available for each of the role settings.
User
Setting | Options | Description |
Password expires after | X days | Users password expires based on X amount of days since last login. |
Auto-deactivate after | 30-120 days | Users will automatically be deactivated based on the number of days you designate. |
Show Last 4 SSN | No Yes | If yes, SSN will show based on role setting. |
View Pay Dollars | No Yes | Can restrict a role or user to only view employee pay dollars and view bill dollars. |
View Bill Dollars | No Yes | Can restrict a role or user to only view employee bill dollars and view bill dollars. |
Employee Maintenance
Setting | Options | Description |
No, View Only, Edit and Add, Edit only | Check box |
|
Site/Dept Changes Only with New Add | Check box | This gives the user the ability go change an employee's primary site and departments they are assigned to via the sites/depts tab in the employee's profile. |
Include Rates | Check box | If enabled, the employee's rates are calculated based off the bill and pay rate. This can be turned off for certain users. |
Change PIN | Check box | Gives users the ability to update employee PINs from their profiles in | .
Salary Allocation | No Yes | Depends on if one of your roles requires this function. |
Closing
Setting | Options | Description |
Close Group Via Web | No Yes |
|
Close Site Via Web | No Yes | N/A |
Setting | Options | Description |
Client Approval/Dispute | No Yes |
|
Resolve Disputes | No Yes |
|
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