Assign roles to people
Roles control the ability of users to interact with the product functionality in the packages for which they have been assigned a license.
Users must be assigned at least one of the following roles to be able to interact with the product:
- Employee — Users assigned the Employee role can perform all employee functions available in the products for which they hold a license. For example, if a user who is assigned the Employee role has an Hourly Timekeeping license, he or she can use all employee time entry and reporting functions (for example, record a punch).
- Manager — Users assigned the role can perform all manager functions available in the products for which they hold a license. For example, if a user who is assigned the Manager role has an Hourly Timekeeper license, he or she can use all manager time entry and reporting functions (for example, record a punch for an employee whom he or she manages). Managers can be assigned multiple roles. For more information, see Manager Role-Assignments.
To assign one or more roles to users click tap Edit Licenses
Click Tap Apply to commit your assignments or Cancel to dispense with them.
Note:
- Users who are not assigned either role cannot use any product functionality, even if they are assigned a license for a package that contains that product. Although they will be able to punch in and out at a clock, they cannot access QuickGlances.
- For employees to be able to access all of the features of a clock including QuickGlances, they must be assigned the Employee role, Manager role, or both. The Clock Only User check box is available to be selected for such users.
- Users who are given the Manager role but are not assigned a Timekeeping package license can configure the tenant, but cannot use product functionality. For example, they must be assigned a Timekeeping license to access their employees' timecards, even if they do not use a timecard themselves.