The following role definitions apply for access to the Enterprise portal. To view role definitions for the Location portal, see Location Portal Role Definitions


Note: These roles are only for the core subscription, referred to as the core scheduling package. When additional modules are enabled, they also include role definitions. See documentation for each module for information about related roles. 


The following role settings apply to giving users access privileges to the Enterprise portal. There are fourteen role sections that contain role actions and related privilege permissions. When you select an action check box under Roles > Enterprise, you enable a role permission.


Admin Section Access

Action

Permission description...

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. 

Collaboration Section Access

Action

Permission description...

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. 

Employees Section Access

Action

Permission description...

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

allows managing leave including approving and cancel if user is authorized at the location. 

Locations Section Access

Action

Permission description...

View

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

Add

allows adding locations to the enterprise. 

Edit

allows editing information for locations. 

Copy Settings

allows copying the settings from one location to other locations. 

Deploy Users

allows the assignment of Users so they can login to the location.

Deploy Employees

allows employees to be deployed (assigned) to a location. 

Deploy Stations

allows stations to be deployed to a location for scheduling. 

Organization Section Access

Action

Permission description...

View Folders

allows viewing the organization folder structure – no editing. 

Edit Folders

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

 

Reports Section Access

Action

Permission description...

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. 

Roles Section Access

Action

Permission description...

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. 

Schedule - for Local Section Access

Action

Permission description...

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)

Stations Section Access

Action

Permission description...

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. 

Templates Section Access

Action

Permission description...

View

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

Time Section Access

 Action  Permission description...

View Pay Rates

adds pay rate data to the Review/Actuals & Pay Period/Time Sheet pages; displays the Total Dollars for Pay Rate for the time entry.

View Bill Rates

adds bill rate data to the Review/Actuals & Pay Period/Time Sheet pages; displays the Total Dollars for Bill Rate for the time entry.

Users Section Access

Action

Permission description...

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.