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Description: In Description: In this topic, the user will learn about the different roles in DCI. Roles allow allow users to to perform higher-level tasks tasks in DCI. A user A user can only have one role per cost center. If they need a different role than the one currently assigned, the current role must must first be removed. Utilize the Search Role and Search Cost Center filters on the results table to quickly find a particular role for a user user. If a user supervises three cost a user supervises three cost centers, they must be assigned the assigned the Supervisor role for all three three cost ost centers.
Role Required: Super User, Supervisor, Employer
Permission Required: Employee Admin, Role Admin
The difference between permissions and roles:
Permissions:
...
Allow a user to perform a specific task for the entire system
Access to perform the task for
...
all c
...
ost centers
Multiple permissions can be selected
Roles: Allow user to perform a group of tasks for
...
specific c
...
ost center(s)
Access to perform several tasks (predetermined) for one or
...
more c
...
ost centers
User can only have one role
...
per c
...
ost center
| Table of Contents |
|---|
Roles Include:
Super User
Access to all system functionality
Base User
Add punch entries
Edit punch entries (web portal only)
Reject punch entries
View accounts and account details
Publish scheduling availability
View schedule and schedule details
View profile certifications
View and compose message
Access help center materials
View and edit user settings
View Only
All abilities of Base User role
View accounts and account details
View employees and employee details
View clients and client details
View punches and punch details
View notes
View attachments
View schedules
Run reports
Auditor
All abilities of View Only role
View events
Download attachments
Edit employee/client profile details
Add employee/client service account
Add/edit/approve/reject employee punch and client absentee/attendance punches
Add compensating employee/client punch
Add notes/attachments
Add/modify employee/client schedules
Run reports
Supervisor
All abilities of Base User role
Edit employee/client profile details
Add employee/client service account
Add/edit/approve/reject employee punch and client absentee/attendance punches
Add compensating employee/client punch
Add notes/attachments
Add/modify employee/client schedules
Run reports
Payroll Team
All abilities of Base User role
Create new payroll batch
Add transaction(s) to existing payroll batch
Remove/split transactions from payroll batch
Find payroll batch
Find transaction
Find client
Find employee
Merge payroll batches
Transmit batch to payroll
Reconcile batch from payroll
Add attachment/annotation
Run reports
Billing Team
All abilities of Base User role
All abilities of Authorization role
Create new billing batch
Add transaction(s) to existing billing batch
Remove/split transactions from billing batch
Find billing batch
Find transaction
Find client
View authorizations module
Merge billing batches
Transmit batch to
...
billing
Reconcile batch from
...
billing
Add attachment/annotation
Add/edit client funding accounts
Add/edit authorizations
Run reports
Authorization
All abilities of Base User role
Add/edit client funding accounts
Add/edit authorizations
Run reports
Employer (not available in Service Provider Mode)
All abilities of View Only role
Manage employee punch entries
Add employee punches
Add notes/attachments
Run reports for associated cost center(s)
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