A security user has specific privileges but is not necessarily an employee. For example, when a business owner signs up with Fingercheck, that owner is an administrator, which is a security user. Employees use Fingercheck, and their usernames and passwords are created during the onboarding process. See How to Add Employees.
By default, Fingercheck has three security users:
Administrator: This user has full access to the software; however, you can still apply user filters.
Supervisor: This user has limited access to the software but has certain managerial privileges. For instance, supervisors can log into the mobile app or via any web browser and view and edit the data of their employees. To narrow the data supervisors have access to, administrators can create custom filters.
Employee: Employees can log in to review their time card, and request PTO, and you can select for them to be able to clock in and out. They cannot manipulate any form of data. Although this user is available, you do not need to create Employee Security users for your employees. Their username and password are created during the onboarding process or from the EMPLOYEES tab. See How to Set Up an Online Account for an Employee and How to Add Employees (Time and Attendance plan).
Note: Every non-employee user in a company has a monthly cost of $10. Don’t create new Administrator or Supervisor users if you don't need them.
Create a security user
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab, and select Security > Security Users.
Click Add.
A pop-up window reminds you about the $10 monthly charge.Click OK.
Complete the required fields, which are marked with an asterisk (*).
Scroll down to the User Roles section.
The Administrator role is set by default.If you want to change the role (for example, to Supervisor), click the pencil icon and complete the fields in the pop-up window.
If the default roles are not satisfactory, you can also create custom roles depending on what you want your users to be able to see or do. See How to Set Up Custom Roles.If you have created filters to place limits on who your supervisors can see, scroll down to the User Filters section, and click Add to add a filter.
To learn more about filters, see How to Create Custom Filters.Click Save.
Create an employee user
If your employees are already onboarded but don't have a username and password, you can have an email with instructions sent to them, or you can create them yourself.
Allow employees to create the username and password
Log in to your Fingercheck account as an Administrator.
Click the EMPLOYEES tab.
Select the checkboxes for the employees who you want to create their username and password.
Note: The employees you select must have a work email in the Fingercheck system. (The system will not use the email in the Personal Email field.)Click the triple bar icon, and select Send Self-Service Enrollment.
In the pop-up window that appears, click OK.
The employee receives an email with instructions about how to create their username and password.
Manually create a username and password for an employee
Log in to your Fingercheck account as an Administrator.
Click the EMPLOYEES tab.
From the employee list, click the link of the employee number, last name, or first name to open the employee’s profile.
Under Personal, select Self-Service.
In the Details section, click Create Username.
In the pop-up window that appears, enter the Username, Password, and Role (Employee).
Click Save in the pop-up window.
Click Save again in the browser.
Notify the employee of the username and password.
Here is a short video showing you how: