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ControlDescription

Search field

Search for a specific user.

Save

Save changes to users.

New

Click ( ) to add a new user.

 

Copy

Copies settings for the selected user to a new user record.

Copying a user creates a new record with the same settings. This function is helpful if you have several users who have similar restrictions and permissions.

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Note: You can only copy users who have equal or lesser permissions than you have. This button is not available for selection if you are trying to copy a user who has a higher permission level than you have.


Delete

Deletes the selected user.

Edit Users

Select to work with users.

Edit Groups

Select to work with groups.
Client

Select the client to work with.

For example, if your company owns Brand A and Brand B, you have the possibility of having three clients: Brand A only, Brand B only, Brands A & B combined. This field allows you to filter the user list by Client. Generally, you will only see or have access to one client. Usually it is the name of your company.

Status

Filter the user list by:

  • All—Both active and inactive employees.
  • Active—Active users only.
  • Inactive—Inactive users only.

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FieldDescription

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Add - plus icon

Add Database

Add a new database.

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Delete - x icon

Delete Database

Delete a database.

Property

Displays a list of the properties that are associated with the database(s) you selected. You can control access to specific properties, as well as designate the user as an Admin for specific properties.

Can Access

Control access to specific properties for this user.

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RMS product name-ProductName
Admin

Denotes that the user is a 

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RMS product name-ProductName
Admin. If selected at the topmost level, the user has access to all areas of the program for that property. You can also expand a Property level and select specific properties. If not selected, the user only has access to the areas of the program that you define in the other tabs (Actions, Labor Structure, Data Access, Reports) or in a Group(s).

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The Actions tab lists all available functions in all the 

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RMS product name-ProductName
RMS product name-ProductName
products you own. You can restrict a user's access to certain parts of each item.

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FieldDescriptionNotes

Property

Displays the list of properties in the selected database.


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Add - plus icon

Add Labor Item

Control access to items in the labor structure.


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Delete - x icon

Delete Labor Item

Delete a labor item.

Division

Displays all configured divisions.


DepartmentDisplays all configured departments.

Job Class

Displays all configured jobs.


Schedules

Determines the user's ability to modify schedules for the labor items that you specify.


NotificationsNotify the employee's manager with employee alerts (for example, Late Employees, In But Not Scheduled, and Late to Clock Out). If the check box is cleared, the manager does not receive alerts.

Reports

Determines the user's ability to run reports for the labor items that you specify.


Configuration

Determines the user's ability to modify the configuration of the labor items that you specify.


Approval

Determines the user's ability to approve schedules in the Schedule Approvals screens. For more information, see Schedule Approvals.

When setting up new users, the Approval check box is the only check box that is not selected by default.

Summary

See, at a glance, which divisions/departments/job classes a user has access to, at either the user or group level.

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Anchor
Budget Lines
Budget Lines
Budget Lines tab

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The EXECUScope tab lists all customized items and reports for the 

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RMS product name-ProductName
products you own. You can control a user's access to those specific items/reports.

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FieldDescriptionNotes
DatabaseRepresents the databases to which you have access. You can associate users with a specific database(s).

Item

Displays a list of the data types that are available for this user to access.


Allow

Give access to specific items and sections of items for this group. You are not required to make a selection for each item.

If you neither Allow or Deny a group to access an item, by default, the group will not have access to that item.
DenyDeny access to specific items and sections of items for this group. You are not required to make a selection for each item.If you neither Allow or Deny a group to access an item, by default, the group will not have access to that item.

Summary

See, at a glance, if a user has access to any of the customized EXECUScope items at either the user or group level. If there is not a check mark in the Allow column, but there is a check mark in the Summary column, it means that the user was granted permissions through the Groups tab. All parent lines above the selected item will be checked to indicate that something below that parent is selected.

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Related Topics:
Security
Groups