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Roles Overview

Roles Overview

Owned by Kristen Ziegler
Last updated: Feb 06, 2025
2 min read

Description: In this topic, the user will learn about the different roles in DCI. Roles allow users to perform higher-level tasks in DCI. 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 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. If a user supervises three cost centers, they must be assigned the Supervisor role for all three cost centers.

Role Required: Super User, Supervisor, Employer

Permission Required: Employee Admin, Role Admin

  • Roles: Allow user to perform a group of tasks for specific cost center(s)

    • Access to perform several tasks (predetermined) for one or more cost centers

    • User can only have one role per cost center

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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