Assigning User Roles

The Manage Users page lets users with permission assign other employees to one or more default or custom roles. The available default roles are:

• System Administrator
• Schedule Manager
• Scheduler
• Reporter
• Human Resource

 

Schedule Managers Group Considerations

Schedule Managers are users with the ability to edit and (depending on your organization’s account type) possibly create group schedules.

If you assign a user to be a Schedule Manager for the [ALL] group, they will be able to edit the schedule for the whole organization, all positions, and locations. 

If you assign a user to be the Schedule Manager for a smaller group, they can only edit the schedule for that group. This means that they won’t be able to edit anything related to employees whose position and/or location is not included in that group.

Assign a Role to an Employee

1. Go to Home > Settings > Manage Users. You will see a table of your existing users, or the message No data to display if none are assigned yet.
2. Click New.
   
3. Use the text boxes under the column names to filter the list of employees by Employee #, name, position, or location.
4. Once you’ve located them, click Select on the far left.
5. Select a specific Group or choose [All], select a Role, then click Add.
   See the User Permissions Matrix table below for what each role has access to.
6. Click on Finished to save it.
7. If you need to add another Group, repeat steps 1 - 6. You can click the red X to delete any combination of Group and Role.

User Permissions Matrix

Function	System Administrator	Schedule Manager	Scheduler	Reporter	Human Resources
SETUP
Setup (Organization Details)	FULL ACCESS	VIEW	VIEW	NO ACCESS	VIEW
Setup > Employees	FULL ACCESS	FULL ACCESS	VIEW	VIEW	FULL ACCESS
Setup > Requirements	FULL ACCESS	FULL ACCESS	VIEW	NO ACCESS	VIEW
Setup > Users	FULL ACCESS	VIEW	VIEW	NO ACCESS	VIEW
Setup > Groups	FULL ACCESS	VIEW	VIEW	NO ACCESS	VIEW
Setup > Codes	FULL ACCESS	VIEW	VIEW	NO ACCESS	VIEW
Setup > Template Libraries	FULL ACCESS	VIEW	VIEW	NO ACCESS	VIEW
Setup > Rotating List	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Setup > Bulk Import	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Setup > Bulk Export	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Setup > Business Logic Configuration	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Setup > Staffing Levels	FULL ACCESS	VIEW	VIEW	NO ACCESS	VIEW
SCHEDULE
Schedule	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Unpublished	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Published	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Candidate Finder: Unpublished	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Candidate Finder: Published	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Operations (Create)	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Schedule > Operations (Delete)	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Schedule > Operations (Recreate)	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Schedule > Operations (Recreate Employee Schedule)	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Operations (Copy)	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Schedule > Operations (Publish/Unpublish)	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Schedule > Operations (Replace)	FULL ACCESS	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS
Schedule > Requirements: Unpublished	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Requirements: Published	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Production > Import	FULL ACCESS	FULL ACCESS	FULL ACCESS	FULL ACCESS	FULL ACCESS
Schedule > Auto Schedule	FULL ACCESS	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS
Schedule Notes	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > Callouts	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
Schedule > View/Edit Private Comments	FULL ACCESS	FULL ACCESS	FULL ACCESS	FULL ACCESS	FULL ACCESS
Schedule > Skipped Employee Selections	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
REPORTS
Report	VIEW	VIEW	VIEW	VIEW	VIEW
Report > Presets	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Report > Skipped Employee Selections	VIEW	VIEW	NO ACCESS	NO ACCESS	NO ACCESS
LEAVES
Leave Request	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	FULL ACCESS
Leave Request > View/Edit Private Comments	FULL ACCESS	FULL ACCESS	FULL ACCESS	FULL ACCESS	FULL ACCESS
TRADES
Trade Request	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	FULL ACCESS
Trade Request > Actions (Trade Back)	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
BIDS
Bid System	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	VIEW
LEAVE BANK
Leave Bank	FULL ACCESS	FULL ACCESS	VIEW	VIEW	FULL ACCESS
TIMESHEETS
Timesheet	FULL ACCESS	FULL ACCESS	VIEW	VIEW	NO ACCESS
Timesheet > Settings: Defaults	FULL ACCESS	FULL ACCESS	VIEW	NO ACCESS	VIEW
Timesheet > Settings: Policies	FULL ACCESS	FULL ACCESS	VIEW	NO ACCESS	VIEW
Timesheet > Settings: Fields	FULL ACCESS	FULL ACCESS	VIEW	NO ACCESS	VIEW
Timesheet > Entries: Accept/Decline/Update	FULL ACCESS	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS
Timesheet > Entries: Sign off	FULL ACCESS	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS
Timesheet > Amendments: Accept/Decline/Update	FULL ACCESS	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS
Timesheet > Amendments: Sign off	FULL ACCESS	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS
Timesheet > Reports: Timesheet Entries	VIEW	VIEW	VIEW	VIEW	VIEW
Timesheet > Reports: Timesheet Amendments	VIEW	VIEW	VIEW	VIEW	VIEW
OVERTIME
Overtime Management	FULL ACCESS	FULL ACCESS	VIEW	VIEW	FULL ACCESS
Overtime Management > Signup	FULL ACCESS	FULL ACCESS	VIEW	VIEW	FULL ACCESS
OUTAGES
Outage	FULL ACCESS	FULL ACCESS	VIEW	VIEW	VIEW
QUALIFICATIONS & PROFICIENCIES
Qualifications & Proficiencies	FULL ACCESS	FULL ACCESS	FULL ACCESS	VIEW	FULL ACCESS
PITT (Pay Incentive Tracking Tool)
PITT	FULL ACCESS	NO ACCESS	VIEW	VIEW	VIEW
PITT Rules	FULL ACCESS	NO ACCESS	VIEW	NO ACCESS	VIEW
PITT Employee Information	FULL ACCESS	FULL ACCESS	VIEW	VIEW	FULL ACCESS
PITT Record Calculation	FULL ACCESS	FULL ACCESS	FULL ACCESS	NO ACCESS	VIEW
SUPPORT
Support Ticket System	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
LOGS
Log Viewer	VIEW	VIEW	VIEW	VIEW	VIEW
Activity Logs	VIEW	VIEW	VIEW	VIEW	VIEW
CUSTOM TOTALS
Custom Totals Policy	FULL ACCESS	FULL ACCESS	VIEW	VIEW	FULL ACCESS
Custom Totals Management	FULL ACCESS	FULL ACCESS	VIEW	VIEW	FULL ACCESS
INTEGRATION
Integration	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Integration > Tokens	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Integration > Hub	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Integration > Hub > Activities	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Integration > Hub > Settings	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
BUDGETING
Workforce Budgets > View Cross-Site Workforce Budget Analytics	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Workforce Budgets > View Site-Specific Workforce Budget Analytics	FULL ACCESS	NO ACCESS	NO ACCESS	FULL ACCESS	NO ACCESS
Workforce Budgets > View/Edit Workforce Budgets	FULL ACCESS	NO ACCESS	NO ACCESS	VIEW	NO ACCESS
BULK MESSAGING
Bulk Messaging	FULL ACCESS	FULL ACCESS	FULL ACCESS	NO ACCESS	FULL ACCESS
LINE-BASE SCHEDULING
Line-Based Scheduling	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
PREVIEW
Preview	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Preview: Employee	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
Preview: Employee > Agenda	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS	NO ACCESS
OTHER
Settings > Send Usernames and Passwords	FULL ACCESS	FULL ACCESS	NO ACCESS	NO ACCESS	NO ACCESS