Role definitions for the Credentials module apply to users in the Enterprise portal. In the Location portal, Credential information displays for each employee as view-only. It is important to understand that while Credential records are used in Auto Fill scheduling and can be viewed in the Location portal and Employee portal, they are established and maintained in the Enterprise portal.
Credentials Section Access
Action | Permission description |
View | allows information in the Credentials section to be viewed; 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 |
Clear Non-Compliant Shifts | allows clearing non-compliant shifts |
Playlist: Credentials in TeamWork 5 for Managers