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Roles - Manage Roles Add or Remove

Roles - Manage Roles Add or Remove

Owned by Susannah Bear Garlid (Unlicensed)
Last updated: Mar 30, 2023 by Stephanie Smith
2 min read

Description: In this topic, the user will learn how to manage roles for a profile including adding or removing roles. Roles allow users to perform a group of tasks (predetermined by role) for the assigned cost center.

*Please note:

  • An employee can only have one role per cost center

  • Roles must be assigned per cost center. For example, if an employee supervises three cost centers, assign the supervisor role for each of the three cost centers.

  • Please see the article Roles Overview for additional information

Role Required: Super User

Permission Required: Role Admin

Available Roles

  • Super User

  • Base User

  • View Only

  • Auditor

  • Supervisor

  • Payroll Team

  • Billing Team

  • Authorization

  • Employer (FI mode only)

Add Roles

  1. Log in to DCI with personal profile

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Search for the employee by entering the name in the filter

  5. Click Search

  6. Select the employee from the results table by clicking anywhere in the employee row

  7. The Employee Details page will open

  8. Click Actions 

  9. Select Manage Roles from the drop-down menu

  10. The Manage Roles page will open

  11. Select the role from the Role drop-down field

    1. Employees can only have one role per cost center

    2. To remove a role, review the steps below to Remove Roles.

  12. Enter the cost center in the Cost Center field and select the cost center from the list of cost centers generated

  13. Click the blue + plus sign to the right of the cost center field

    1. If the choice is incorrect, click the blue - minus sign to remove it.

  14. Click Save to continue and Yes to confirm

Remove Roles

  1. Log in to DCI with personal profile

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Search for the employee by entering the name in the filter

  5. Click Search

  6. Select the employee from the results table by clicking anywhere in the employee row

  7. The Employee Details page will open

  8. Click Actions 

  9. Select Manage Roles from the drop-down menu

  10. The Manage Roles page will open

  11. Click the blue - minus sign to remove the role

  12. An alert pop-up will appear stating " Are you sure you want to remove role (role selected) for (cost center associated)?"

  13. Click Yes to confirm

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