How to grant your supervisors/ office admin access to the system
Please follow the below steps to create a custom security role for your contractor or subcontractor.
1- Create a new security role for the supervisor / office user and grant the level of access for the role they will be performing. See how to create Security Roles.
Notes.
The System comes per-defined with many predefined security roles.
These roles have specific access to different screens and functions, within
the system. You can edit , rename and and adjust any of them to fit your needs.
When you create a new user, the system will automatically send an email invitation to
the new user to allow him to create a password and start working with the system
3- Save the new user record.
4- Default Access For new users.
By default, newly created users have access to all sites and employees.
To restrict their access to specific sites, teams, or employees, navigate to the
Assigned Sites & Jobs tab.
This section allows you to:
Assign specific sites or jobs to the user.
Allocate particular teams or departments to the user or grant the user access to all employees if needed.
Once the user logs into the system, they will only be able to view and interact with their assigned sites, teams, and employees.
Example:
Mike has access to view the time attendance and scheduler screens. He is assigned to access two
sites and access to all employees 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 and will be able to roster and schedule all the employees
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