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Control | Description | |||||
Search field | Search for a specific user. | |||||
Save | Save changes to users. | |||||
New | Click ( ) to add a new user.
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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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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:
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Field | Description | ||||||||||||
Add Database | Add a new database. | ||||||||||||
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. | ||||||||||||
| Denotes that the user is a
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The Actions tab lists all available functions in all the
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Field | Description | Notes | ||||||
Property | Displays the list of properties in the selected database. | |||||||
Add Labor Item | Control access to items in the labor structure. | |||||||
Delete Labor Item | Delete a labor item. | |||||||
Division | Displays all configured divisions. | |||||||
Department | Displays 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. | |||||||
Notifications | Notify 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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The EXECUScope tab lists all customized items and reports for the
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Field | Description | Notes | ||||||
Database | Represents 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. | ||||||
Deny | Deny 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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