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Add/Remove Roles

Roles are what allow administrators to perform higher level tasks in DCI. The difference between permissions and roles:

    • Permissions: Allows user to perform a specific task for the entire system
      • Access to perform the task for all Cost Centers
      • Multiple permissions can be selected
    • Roles: Allows user to perform a group of tasks for specific Cost Center(s)
      • Access to perform several tasks (predetermined) for one or more Cost Centers
      • User can only have one role per Cost Center

Roles include:

  • View Only
    • All abilities of base employees
    • View accounts and account details
    • View employees and employee details
    • View clients and client details
    • View punches and punch details
    • View notes
    • View attachments
    • View schedules
    • Run reports
  • Auditor
    • All abilities of View Only Role
    • View events
    • Download attachments
  • Supervisor
    • All abilities of View Only Role
    • Edit Employee/Client Profile Details
    • Add Employee/Client Service Account
    • Add/Edit/Approve/Reject Employee Punch and Client Absentee/Attendance Punches
    • Add Compensating Employee/Client Punch
    • Add Notes/Attachments
    • Add/Modify Employee/Client schedules
    • Run reports
  • Payroll Team
    • All abilities of base employee
    • Create new batch
    • Add transaction(s) to existing batch
    • Remove/split transactions from batch
    • Find batch
    • Find transaction
    • Find client
    • Find employee
    • Merge batches
    • Transmit batch to payroll
    • Reconcile batch from payroll
    • Add attachment/annotation
    • Run reports
  • Billing Team
    • All abilities of base employee
    • All abilities of Authorization Role
    • Create new batch
    • Add transaction(s) to existing batch
    • Remove/split transactions from batch
    • Find batch
    • Find transaction
    • Find client
    • View authorizations module
    • Merge batches
    • Transmit batch to payroll
    • Reconcile batch from payroll
    • Add attachment/annotation
    • Run reports
  • Authorization
    • All abilities of base employee
    • Add/edit client funding accounts
    • Add/edit authorizations
    • Run reports
  • Employer (not available in Service Provider Mode)
    • All abilities of View Only Role
    • Manage Employee Punch Entries
    • Add Employee Punches
    • Add Notes/Attachments
    • Run reports for associated cost center(s)

To add roles for an employee:

  1. Log in to your personal profile
  2. Click "Settings" from the top bar
  3. Click "Roles" on the side bar
  4. Click "Actions" then click "Manage Roles" on the drop down
  5. Type in the employee's name and select it when it shows up
  6. Select the role from the drop down
  7. Type in the Cost Center and select it when it shows up
  8. Click the "+" next to Cost Center
  9. Click "Save"
  10. Click "Yes" on the confirmation window

To remove roles for an employee:

  1. Repeat steps 1-5 above
  2. In the results table, click the "-" next to the role you want to remove
  3. Click "Save"
  4. Click "Yes" on the confirmation window

Helpful Hints:

  • An employee can only have one role per cost center. If they need a different role than the one currently assigned, you must first remove the current role following the steps above.
  • Utilize the "Search Role" and "Search Cost Center" filters on the results table to quickly find a particular role for an employee
  • You must assign roles per cost center. If an employee supervises three Cost Centers, they must be assigned Supervisor role for all three Cost Centers.

NOTE: This task requires Role Permission. Contact your supervisor if you need to perform this task and are unable to do so.

 

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