Enterprise Portal Role Definitions

View

allows viewing of the Admin section data – no editing.

Information

allows editing the data on the Information link.

Configuration

allows editing the information on the Configuration link.

Usage

allows viewing the Usage link information.

Enterprise Custom Fields

can add, edit and delete all the Custom Fields and the Lists for Employee Agreements and Employee Positions.

Location Custom Fields

can add, edit and delete the Location Custom Fields data.

User Custom Fields

can add, edit and delete the User Custom Fields data.

Employee Custom Fields

can add, edit and delete the Employee Custom Fields data.

Station Custom Fields

can add, edit and delete the Station Custom Fields data. 

Shift Swap Reasons

can add, edit and delete the Shift Swap Reasons. 

Shift Reassign Reasons

can add, edit and delete the Shift Reassign Reasons. 

Shift Cancel Reasons

can add, edit and delete the Shift Cancel Reasons. 

IP Address Blocking

can unblock the IP Address Blocking caused by logon failures. 

Leave Types

can add, edit and delete Leave Types used in the Days Off requests. 

Special Day Types

can add, edit and delete the Special Day Types. 

Special Days

can add, delete and assign as a blackout day the Special Day. 

Accounting Ids

can add, edit and delete Accounting ids used with web services. 

View

allows viewing of the Collaboration section data – no editing.

Event Administrator

allows the addition, editing, sharing and deletion of events on the calendar. 

Message Administrator

allows the addition, editing, sharing and deletion of messages. 

Notification Administrator

allows the addition, editing, sharing and deletion of notification settings. 

Feedback Administrator

allows the addition, editing, sharing and deletion of feedback surveys. 

View

allows information in the Credentials section to be viewed; no editing – no editing.

Edit

allows information in the Credentials section to be edited. Includes adding prerequisites and identifying stations where qualification, training class, or certification is required.

Assign

allows assignment of qualification, training  class, and certification to employee. 

Schedule Enforcement Settings

allows editing of schedule and time enforcement information for a location.

View

allows viewing the information in the Employee section – no editing. 

Add

allows adding employees to the organization. 

Edit

allows editing the employee information. 

Delete

allows deleting employees from the organization. 

Inactive

allows inactivating or reactivating employees in the organization. 

Change Password

allows changing the employee’s password. 

Assign to Folders

allows employees to be assigned to folders in the Organization section. 

Deploy to Locations

allows employees to be deployed or assigned to Locations. 

Assign to Stations

allows the employee to be assigned to a Station and give a master skill level. 

Assign Employee Agreement

If Policy Management is enabled, allows the employee to be assigned agreements. 

Mass-Assign Employee Agreement

allows new employees to be assigned Employee Agreements and Employee Positions (if Lists have been created in the Enterprise/Admin section). If Policy Management is enabled, allows new employees to be assigned a policy. 

View Leave

allows viewing of leave requests and status. 

Edit Leave

View Folders

allows viewing the organization folder structure – no editing. 

Edit Folders

allows additions, edits, or deletions to the organization folder structure. 

View

allows all reports to be viewed; can use filters but cannot edit or add new reports. 

Edit

allows full access to reports to be added, edited or deleted. 

View

allows viewing the role settings in the Roles section – no editing.

Add

allows roles to be added in the Roles section. 

Edit

allows existing roles to be edited in the Roles section. 

Delete

allows existing roles to be deleted in the Roles section. 

Assign to User

allows roles to be assigned to users. 

View Local Schedule

adds Local Section to Menu bar; Adds List Schedules and Insert Template links to Tools folder; allows viewing the summary of the local schedules total shifts and hours that have been created by each location.

View Local SwapBoard

adds Swap Board link to Tools Folder; allows viewing the swap board of shifts currently posted in each location for the next 7 days (Options tab filters are not applied)

Local Schedules Auto-Fill

adds Auto-Fill link to Tools folder; allows auto-fill to fill shifts for schedules created in the location (User does not have to be assigned to the location)

Edit Shift

under Shift Browser allows editing a location shift if User is assigned to the location

Assign Employee to Shift

under Shift Browser allows assigning employee to a location shift if User is assigned to the location

Post to Swapboard

allows posting shift for an employee to the swap board (history shows user posted)

Admin

allows administering scripts

View

allows the information in the Stations section to be viewed; no editing. 

Add

allows stations to be added to the organization. 

Edit

allows existing station information to be edited. 

Delete

allows existing stations to be deleted. 

Deploy to Location

allows existing stations to be deployed to a location. 

Assign Employee

allows the employees to be assigned skills at existing stations. 

View

allows full access and editing to the Template section. See Adding and Managing Templates and Shifts.

View

allows viewing of the Time section data; no editing

View

allows information in the Users section to be viewed; no editing. 

Add

allows the addition of Location and Enterprise Users to the application. 

Edit

allows the User information to be edited. 

Delete

allows the ability to delete any User from the application. 

Change Password

allows the User password to be changed.

Deploy to Locations

allows the User to be deployed to locations so they can logon at the location.

Assign to Roles

allows the assignment of roles to Users.