Adding a New Security Role

How to get to this page: Configurations tab > Administration > Security Role

1. Click New Role. On the Role Type dialog, select either Employee Role or Supervisor Role. The Role: New page will open.
2. Enter a Role Name and Role Description. These are required fields.

3. The Employee role field will display a check if Employee Role was selected when creating the new role. This field cannot be edited.

4. If users assigned this security role should have access to the system even when the system is locked, click to place a check mark next to Allow access to system when locked.
5. Click the Labor Manager tab. Here you assign specific permissions including, for instance, Time Card and Schedule permissions. See detailed information about Labor Manager settings.
6. If this is an employee level security role proceed to step #8.
7. Click the Configuration tab (administrative or supervisor/manager roles only). Here you assign specific high-level permissions including, for instance, Time and Attendance and Work Flow Notification permissions. See detailed information about Configuration settings.
8. To save the new security role, you have three choices:

Click Save to save the new security role.

Click Save and New to save the security role and enter a new role.

Click Save and Close to save the security role and close the screen.

Note: To delete changes made since you last saved the security role, choose View > Refresh. Use this feature with caution; once you refresh, your changes are lost.