Location Portal Role Definitions

Modified on Sun, Sep 20, 2020 at 1:30 AM

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	allows the addition, editing, sharing and deletion of feedback surveys.
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.
View Credentials	allows information in the Credentials section to be viewed; no editing.

Forecasting Section Access

Action	Permission description
Full	allows full access to the forecasting section

Leave Section Access

Action	Permission description
View Leave	allows information in the Leave section to be viewed; no editing
Add Leave Bid	allows adding a bid for leave
Edit Leave Settings	allows editing of the leave bid settings
Delete Leave Bid	allows for the deletion of a leave bid
Manage Bid Schedule	allows adding, editing, and deleting leave bid rounds
Manage Bid Status	allows adding and editing leave bid status
Commit Bid	allows performance of admin functions related to a leave bid
Manage Groups	allows assigning employees into groups for leave bidding
Manage Employees	allows adding, editing, and deleting employees from a leave bid
Manage Quotas	allows adding, editing, and deleting employee quotas in a leave bid
Manage Thresholds	allows adding, editing, and deleting global limits and date range limits in a leave bid
Manual Assign	allows manual assignment of an employee to a leave bid
Clear Assign	allows manual clearing of an employee from a leave bid
Reset Assign	allows resetting of a bid on the Status, Overview, and Selections windows
Invoke Assign	allows selection of manager invoked assignment on settings window
Manage Messages	allows adding, deleting, and editing messages related to a leave bid
Edit Leave Requests	allows managing leave including approving and canceling leave requests

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
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.
Selected	allows access to only selected reports. Unless selected for this user, shared reports do not display.

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
View	allows viewing information in the template section.
Edit	allows editing information in the template section.

Time Section Access

Action	Permission description
View	allows viewing of the Time section data – no editing
Edit	allows full editing of the time data, but not the ability to clock an employee in
Clock in Employees	adds ability to clock in an employee; link added on the employee Timesheet
Lock	allows a timesheet to be locked to prevent changes
UnLock	allows a timesheet to be unlocked for changes
Mass-Lock	allows all timesheets to be locked at once
Approve	allows a timesheet to be locked and approved
UnApprove	allows for a timesheet being unapproved for changes
Mass-Approve	allows all timesheets to approved at once
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
View Time Issues*	adds the ‘Issues Tab’ to the Review Section for view only
Edit Time Issues*	adds ability to Edit Time Issues
Mark Time Issues Void*	adds ability to Change Status of Time Entry to Void
Mark Times Issues Open*	adds ability to Change Status of Time Entry to Open
Mark Attendance Issues Confirmed*	allows changing attendance issues to Confirmed
Edit Attendance Points*	allows editing the Point value of an attendance issue
View Attendance Roll Ups Report*	allows access to summary report of attendance points
Add Manual Attendance*	allows user-entered attendance points, in addition to system generated
* indicates	these are also known as Attendance issues