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


Note: These roles are 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 Location portal. There are eight role sections that contain role actions and related privilege permissions. Roles are established and assigned to Location users in the Enterprise portal. When you log into the Location portal, your role assignment determines the sections that display and the actions you can perform.

Admin Section Access

Action

Permission description...

Admin

provides full access to the Admin section with full ability to add, edit, or delete data

Collaboration Section Access

Action

Permission description...

Feedback Administrator

when Full role below is enabled, adds the ability/link to add a new survey

Full

provides full access to the Collaboration section for events, messages, and notifications. Provides access to the Feedback menu to edit/manage results of an existing survey, but cannot add a new survey. See Feedback Administrator Collaboration role setting listed previously.

Employees Section Access

Action

Permission description...

Manage Rotations

allows the addition, editing, assigning employees and deletion of rotations

View

allows viewing of the Employees section data; no editing

Edit Personal Info

allows editing the personal information of employees on the Info screen

Edit Contact Info

allows editing of the contact information on the Info screen

Change Password

allows changing the password of an employee

Edit Crew

allows assigning an employee to a crew

Edit Schedule Settings

allows editing the scheduling settings for employees

Edit Swap Settings

allows editing the ability of an employee to access the swap board

Edit Note

allows editing the note field on the employee Info page

View and Edit PayRates

allows full access to the employee pay rate field

Inactivate

allows for the inactivation or reactivation of an employee

Delete

allows for the deletion of the employee from the location, but not the enterprise

View Leave

allows view-only of employee leave requests and status, no management ability

Edit Leave

allows adding, editing, and managing employee leave requests

Mass-Update Information

allows access to the Mass Update link in the left menu

View Availability

allows employee availability settings to be viewed; no editing

Edit Availability

allows employee availability settings to be added, edited or deleted

View Only Default Employees

RESTRICTS view access. Limits employee list at the location so that only employees with that location as the default are listed.

Forecasting Section Access

Action

Permission description...

Full

allows full access to the forecasting section

Locations Section Access

Action

Permission description...

View

allows viewing of the Locations section data; no editing

View Weekdays

allows viewing Weekdays data; no editing

Manage Crews

allows full access to crew data

Manage Labor Pools

allows full access to labor pools data

Manage Special Days

allows full access to special days (including holiday entry)

Manage ShiftGroups

allows full access to shift group data

Edit Weekdays

allows full access to the week day data

Reports Section Access

Action

Permission description...

Full

allows full access to the reports section

Schedule Section Access

Action

Permission description...

View

allows viewing of the Schedule section data – no editing

Add Schedule

allows adding a schedule

Edit Schedule

allows editing a schedule

Publish Schedule

allows ability to publish a schedule so visible in employee portal

Approve Schedule

allows ability to approve the schedule as completed status

Delete Schedule

allows the deletion of a schedule

Archive Schedule

allows the archiving of a schedule

Edit Schedule Settings

allows editing the schedule settings from the Schedule Settings link

Add Shift

allows a shift to be added

Edit Shift

allows a shift to be edited

Assign Employees to Shift

allows an employee to be assigned to a shift

Override Conflict/Availability

allows for ignoring the availability conflict when assigning shifts

Delete Shift

allows a shift to be deleted

Run Auto Fill

allows access to the Auto Fill engine for automatic assignment of shifts

Merge Shifts

allows back to back shifts at the same station to be merged

Split Shifts

allows shifts to be split

Mass-Update

allows access to the mass update functionality for editing shifts

Mass-Assign

allows access to the mass assigning of shifts to an employee

Add from Tour

allows schedules to be built from tours that are defined

Add from Templates

allows schedules to be built from templates that are defined

Add from Schedules

allows schedules to be built from schedules that are already built

Auto Create Breaks

allows the auto creation of breaks within a set of shifts

View Swapboard

allows view-only of the swapboard shifts

Approve Swap

allows the approval of swaps if the Swap Approval box is checked in the Admin section

Post to Swapboard

allows ability to post a shift for an employee to the swapboard

Coverage Report

allows access to the coverage report in the Schedules section

Totals Report

allows access to the totals report in the Schedules section

Over/Under Report

allows access to the over/under report in the Schedules section

Tours

allows access to the Tours section on the main menu

View BidBoards

allows view-only of Bid Boards that have been created. Must also have role permission enabled to View Swapboard.

Post Shifts to BidBoard

allows selecting shifts to post to Bid Board and viewing only employee bids entered. Must also have role permission to Assign Employee to Shift.

Award Shifts on BidBoard

allows awarding shifts on the Bid Board to available employees

Manage BidBoards

allows adding, deleting, and editing settings on Bid Board

Stations Section Access

Action

Permission description...

View

allows viewing of the stations section data; no editing

Edit

allows full editing of the stations section data

Templates Section Access

Action

Permission description...

Full

allows full access of the templates section data to create, delete, and edit

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