Configure access permissions to work schedules and work time records. Specify which sections can be viewed or edited by employees.
Navigate to Company on the main left menu > open the Time and reports tab > select Access Permissions.
The default setup includes two user groups - administrators and regular users - with pre-set access permissions and standard roles. Here you can also create new roles and assign them to employees and departments.
How to assign roles to users
On the left panel, you can see the access permissions of administrators and employees. To assign permissions to a specific user, click Add access permission.
Select a user or department. Here you can also select members of a project or workgroup.
Assign a role to the selected user or department, and then click Save.
Furthermore, you can create your own role with a custom set of access permissions.
How to add a new role
On the right panel, you can see a list of standard roles. Click Add under the list to create a new one.
Specify the role name and access permissions for this role.
Access permissions description
Access levels to Work schedules:
View all schedules - allows a user to view existing work schedules;
Edit all work schedules - allows a user to add and edit work schedules;
Access levels to Shift schedules:
View all shift schedules - allows a user to view the schedule of employees who work according to a shifts type of schedule;
Edit all shift schedules - allows a user to plan and edit shifts in the schedule of employees who work according to a shifts type of schedule;
Access levels to Worktime records:
View my and subordinates' records - allows a supervisor to view the work time records of their department;
View all records - allows a user to view all work time records;
Edit my and subordinates' records - allows a supervisor to edit the work time records of their department;
Edit all records - allows a user to edit any work time record.