How to create a security role for a subcontractor

Please follow the below steps to create a custom security role for your contractor or subcontractor.

1- Create a new security role for the contractor and grant the level of access for the role. See how to create Security Roles.

Notes.

The System comes per-defined with two security roles named (Subcontractor & Contractor). These roles have view only access to sites,

Time Attendance, Timesheet. You can edit and adjust these 2 roles to fit your company needs

2- Create a new user for your contractor and assign the above-created contractor role to the user.

3- Save the new user record.

4- Click on Assigned Sites & Jobs tab

Every defined user on the system can access either all sites & jobs or can be assigned to view &

access particular sites.

The Assigned Sites & Jobs will allow you to assign sites or jobs/projects to the user. When the

user log in to the system he will only view and access assigned sites or jobs and will only view

and access employees that are working on these assigned sites and jobs.

Example:

Mike has access to view the time attendance and scheduler screens. He is assigned to access two sites

only: HSBC Bank and IBM Head Quarter Bldg.

When Mike logs into the system:
On the time attendance screen, he will only be able to access employee records that clocked into the two sites.
On the Scheduler screen, he will only be able to see the above two sites roster.

5- Send an email invitation to your newly created user. Please click here to see here how to send an invitation email to the users.