When creating security roles for various types of staff, you may want to grant individual employees access to some supervisory-level data, but not every field. For example, a supervisor might need to be able to view Employee Name, but you don’t want them to be able to view Salary or Social Security information. You can filter out this data from their access. Additionally, you can assign certain role rights to each user to allow them certain capabilities within the system.
Note: If you only want to make an employee a supervisor over other employees, but you don't want them to log in as a supervisor, see How to Make an Employee a Supervisor.
In this article, you will learn:
How to filter data when creating a security role
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab > Security > Security Roles.
Click Add.
In the Role field, enter a label for the role.
From the Role Type drop-down list, select what the user should choose when they log in.
(Optional) From the Copy Role drop-down list, select a role whose rights you want to copy to this role, and click OK to confirm the copying of all role rights.
In this example, we are selecting an Administrator.
Depending on the capabilities you would like to give this user, select or clear any boxes you'd like to customize the role even further.
Scroll down to the Role Fields section, and select filtering options.
This section lists all the fields to which you can allow access. For each field, you can give the role viewing access and/or editing access.
To finalize your actions, click Save.
How to assign a role to a user
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab > Security > Security Users.
Select the Edit icon (pencil) next to the user's name.
Scroll down to the User Roles section, and add or edit the role.
Click Save.
As always, we aim to enhance your experience here at Fingercheck with not only new enhancements but with guides to provide you with the direction and support needed to navigate the system with ease.
If you have any further questions on this subject, you can reach out to our team at 1-800-610-9501, or by using our in-app messaging feature by logging into our secure site and initiating a conversation.
To learn more about our cost-effective and user-friendly cloud-based time and attendance software, check out our website at Fingercheck.com.