Further to company and frequency access defined on the User Profiles Screen, the User Org.Unit Permission Screen allows you to specify which employees a user will have access to on Organisation Hierarchy Unit or Region level.
Please note: Click on any image in the article to enlarge.
NextGen or Classic
The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable.
This article covers User Org Unit Permissions for the
Classic version of the system.
An Example of the Classic Landing Page
The article that explains the same for the new and improved
NextGen version, is coming soon.
An Example of the NextGen Landing Page
This feature is available on Lite, Premier and Master.
Navigation: Company Menu>Security > User Org Unit Permissions
Only Company Level User Profiles will reflect in the grid. If a user cannot access an employee record and all the units/regions have been selected, the employee record in question might not be linked a position. If none of the organisational units or regions are selected, you will, by default, have access to all employees.
About Once a User Profile has been created, the access of the user can be changed by editing their User Profile. Changes can include the Security Role, the Companies and/or Frequencies the user has access to. This screen can also be used to change ...
About A user can be made active or inactive on the User Profile Screen. User profiles are also automatically made inactive when five incorrect attempts to log onto the system have been captured. The user profile will need to be activated again for ...
About User Profiles are used to create and maintain company level users on the payroll. User Profiles are also used to specify which employees a user can access on company and frequency level. When defining a User Profile, the relevant Security Roles ...
About You can create Security Roles to specify which screens and fields a user can access. Please note: Click on any image in the article to enlarge. NextGen or Classic The Classic version is the name given to the previous look and feel of the ...
About Once a Security Role has been added, you will need to specify the access required on screens and/or fields within the system. Please note: Click on any image in the article to enlarge. NextGen or Classic The Classic version is the name given to ...