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 names, 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.
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
Sometimes you'll want to add administrative or supervisor roles to an employee. Here's how to do it:
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.
Please note that each security user can only possess a single role within each role type. Consequently, it is not permissible for a user to be assigned two distinct supervisor roles simultaneously. In the event that two identical roles are mistakenly assigned, one of them must be removed to avoid any potential technical complications when logging into said role.
It is essential to ensure that a security user always has at least one role associated with their profile. The system will not allow the removal of all roles. If you wish to replace a role, please edit the existing role instead to prevent any errors from occurring.
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.