Apply Security Settings for Managers and Administrators.
To apply additional privileges for a Manager or to add a Full Administrator
- select Employees
- Choose the Employee record, then select Edit.
- Check the Admin checkbox, then select Update.
Please Note: Your site Security Settings could be applied in one of two ways:
- Based on Branch/Position Assignment - this allows users to be assigned access based on the Branches and/or Positions their employees are assigned to.
- Based on Hierarchy Structure - allows users to access and view their employees and assigned courses based on their direct reports. Downline view can also be assigned with this access.
- To apply or modify privileges, select Security.
The Employee Security Settings modal will populate. The checkboxes on the left side will allow the ability to choose which areas the individual will have the ability to add and modify data.
By selecting each area for modification privileges, it allows the user to edit data within that area of the application. For example, if the Employees box is checked, the user can add, remove, and edit data within this section. If the box is left unchecked, the user can only view employee data within the section.
Under Grant Access Privileges, selecting any additional areas of the application the user should be able to access including Reporting.
If assigning privileges based on Branch/Position assignments, the options on the right side of the Security Settings will show boxes relating to Branch and Position access.
Select from the available Branch and Positions that the user should have access to, in order to view employee records and course assignments, by shifting them over to the right-side box using the arrows. This will restrict access to only the selected branch(es) or position(s).
If the user should have full administrative access, leave all available branches and position in the left side box indicating that access is unrestricted.
If your Security Settings are based on hierarchy structure, the options on the right side will show as Employee visibility to decide at which level should the view for the user be.
Regular Administrator access will allow only visibility to their direct reports, and the downline view box can be selected to allow visibility and editing capabilities down to 3 levels of indirect reports.
The Super Administrator option will allow the user full administrator capabilities for ALL employee records.
Once the changes have been made, click Update.
