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The configuration process for adding users consists of entering information for the following tabs:

Controls on the Users screen

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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general
General tab

With the General tab, you can enter some general information about the user.

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properties

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properties
Properties tab

The Properties tab is used to determine the properties for which a user has access. Until you have given the user access to at least one property, none of the other tabs are visible.

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FieldDescription

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Add Database

Add a new database.

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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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Admin

Denotes that the user is a 

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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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groups

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groups
Groups tab

The Groups tab lists all available groups, that you created, to which a user can be assigned. You can restrict a user's access to LMS by using top-level Groups.

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FieldDescription

Database

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

Groups

Provides a list of all configured Groups, and you can control access to specific modules and sections of modules by using the settings of a Group(s). Groups are configured when in Group mode. By default, a user can be assigned to multiple groups, however if requested, Support can turn on the single group feature. With this feature, you can assign a user to one Group at a time.

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actions

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actions
Actions tab

The Actions tab lists all available functions in all the 

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products you own. You can restrict a user's access to certain parts of each item.

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FieldDescriptionNotes
PropertyDisplays the list of properties in the selected database.

Item

Displays a list of the actions 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 an Action 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. The Summary column is read-only.

Figure 1-20 shows that the user has been given access to some or all of the Global and Configuration screens at the Group level. You know that because a check mark appears in the Summary column but nothing is selected in the Allow column. However, the user has been denied access to all Forecasting and some Labor Reports. You know that the user has access to at least one Labor Planning Report because there is a check in the Summary column, as well as a check in the Deny column. If a check appears in the Summary column it means that permissions have been set for at least one child. You must expand the tree to see exactly which reports the user is allowed to access.



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data

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data
Data tab

The Data tab lists all available securable data items, such as market groups, KBIs, etc. in all the products you own. You can control a user's access to certain parts of each data type.

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FieldDescriptionNotes
PropertyDisplays the list of properties in the selected database.

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 a type of Data 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. The Summary column is read-only.

The example below shows that the user has been given access to some or all of the Market Groups and Revenue Centers screens at the Group level. You know that because a check mark appears in the Summary column but nothing is selected in the Allow column. However, the user has not been given access to any KBIs, Operating Codes, Schedules Groups, and Standard Sets data types. You know that the user has access to at least one Revenue Center because there is a check in the Summary column of the parent line. If a check appears in the Summary column it means that permissions have been set for at least one child. The tree is expanded, so you can see that the user is allowed to access Buffet data. None of the Group settings have been overridden in this example. Control has been set at the Group level. If the Group level settings are changed, the settings for this user will also be changed.


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Labor Structure tab

The Labor Structure tab lists all available labor items for each of your properties. You can restrict a user's access to schedules, reports and/or configuration of specific labor items.

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FieldDescriptionNotes

Property

Displays the list of properties in the selected database.


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Add Labor Item

Control access to items in the labor structure.


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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 specifyavailable options in the Division/Department/Job selectors throughout Labor and Time & Attendance. If the check box is selected, the user can select divisions, departments, or jobs.


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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Budget Lines tab

The Budget Lines tab lists all configured Budget Lines. You can restrict a user's access to specific budget lines.

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