Changing an Existing Security Role

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

You can easily edit an existing security role. Simply open an existing role, make changes, save the updated role.

1. If the security role you want to edit does not appear on screen, you can locate it one of two ways:
• Enter the name (or first few letters) of the role in the Find Role box and click Go.
• Using the alphabet-bar at the bottom of the screen, click the first letter of the role to return security roles that start with that letter. Click # to return records that begin with a number. Click All to return all roles.

2. To select the security role you want to edit, double click anywhere on the role's display line. The role opens in a new window.
3. You can modify the Role Name and/or Role Description.

Note: The Employee Role field cannot be edited after a security role is saved. When editing an existing role, this field is grayed out.

4. To allow users access to the system even when the system is locked, click to place a check mark next to Allow access to system when locked. To restrict access, click to remove the check mark.
5. Click the Labor Manager tab. Here you change assigned permissions or enter new 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 change assigned permissions or enter new permissions including, for instance, Time and Attendance and Work Flow Notification permissions. See detailed information about Configuration settings.
8. Action menu item:
• To view a history of changes made to the Security Role as well as by whom those changes were made, click Action and choose Audit.
9. To save the updated security role, you have three choices:

Click Save to save the updated 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.