Roles Overview

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

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 cost centers

  • Multiple permissions can be selected

• 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:

• Access to all system functionality

• 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 accounts and account details

• View employees and employee details

• View clients and client details

• View punches and punch details

• View / add notes

• View, add and download attachments

• View events

• View schedules

• Run reports

• View accounts and account details

• View employees and employee details

• View clients and client details

• View punches and punch details

• Add / view notes

• View, add, and download attachments

• View schedules

• View events

• Run reports

• 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 / view notes

• View, add, and download attachments

• View events

• Add/modify employee/client schedules

• Run reports

• 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

• 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

• All abilities of Base User role

• Add/edit client funding accounts

• Add/edit authorizations

• Run reports

• All abilities of View Only role

• Manage employee punch entries

• Add employee punches

• Add notes/attachments

• Run reports for associated cost center(s)