How to Find the System Roles Box.
The System Roles Box can be found when you click the Cog Icon on the top of the page next to the Help Icon.
Choose the Role that you want to edit.
Go to the Configure Tab.
Once you click that, a variety of permissions will appear.
Rota Access - This will determine what rotas the users attached to this role can see within scheduling, timesheets and financial (flash report) sections in the system. There will be a drop down menu representing the different levels of access - Full Access, Restrict by Rota Type, Restrict by Department, Restrict by Division. All the below tick boxes are connected to the Rota Access.
2. Access Locations - All the below tick boxes are connected to Location access. There will also be a drop down menu representing the different levels of access - None, Full Access and Limited.
3. Calendar - This gives you access to the Calendar view which is located on the left-hand navigation panel.
4. Employees - This gives you access to all tabs on the Employee Profile Tab .You will have a choice of access for the Employee Tabs - No Access, View Only and Edit
All the below tick boxes are connected to Employee access. There will also be a drop down menu representing the different levels of access - Restrict by Location, Restrict by Location with Excluded Job Titles and All.
5. End of Day - This gives you access to upload sales and wage figures. The End of Day is located on the left-hand navigation panel.
6. Financials - This gives you access to the Flash Report. There will also be a drop down menu representing the different levels of access - None, Limited, Full-Excluding Rota Breakdown and Full-Including Rota Breakdown.
7. General - This gives you access to add Temporary Employees. There will be a drop down menu representing the different levels of access - No, Allowed Job Titles Only and Yes.
8. HR - This gives you access to the HR Dashboard.
9. Leave Management - This gives you access to Leave Management which is located on the left-hand navigation panel.
10. Reporting - This gives you access to a variety of Reports that you can run. Reports are located on the left- hand navigation panel.
11. Scheduling - This gives you access to Scheduling. This is located on the left-hand navigation panel. There is a drop down menu representing different levels of access - None, Limited and Full.
12. Shift Approvals - This gives you access to shift approvals. Shift Approvals are located on the left - hand navigation panel.
13. Timesheets - This gives you access to Timesheets. This is located on the left-hand navigation panel. There is a drop down menu representing different levels of access - None, Limited and Full.
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