Add custom permissions based on Position.
To begin, you will need to have at least one position set up with the Permissions Apply To This Position setting. If you need to check an existing position, or create a new one, follow the guide here.
Navigate to the Permissions screen by clicking on the Gear Icon in the top right corner and selecting Permissions at the very bottom.
From this screen you will need to choose the position you want to open permissions up to. Do to this, select the position from the dropdown list. If you do not see the position you want to grant permissions to you will need to modify it settings. You can find out more info on how to do that here.
Once you've selected the position you can begin adding check marks to the permissions you want to grant them.
Dashboard Permissions
Allow access to the admin dashboard. Any admin user will first need to have dashboard permissions. You can select whether you want them to see the dashboard for all stores, or only their assigned stores.
Alert Permissions
Allow access to the alert system. You can allow them to create alerts, delete alerts, edit alerts, or view alerts.
Company Permissions
Allow access to edit Company Settings menus.
These are company/global settings, not store settings. If you want them to only have access to store settings you will want to grant them Store Permissions (see below).
Store Permissions
Allow access to edit Store Permissions. You can allow them to create, remove, or edit store locations. This will also give them access to the Store Settings menu.
The complete list available to them will depend on the additional permissions listed below.
Department Permissions
Allow access to Department Settings. You can allow them to ability to create or edit departments at all locations, or their assigned locations. You can also restrict them to only being able to view the department list when they visit the setting page.
Position Permissions
Allow access to Position Settings. You can allow them to ability to create or edit positions at all locations, or only their assigned locations. You can also restrict them to only being able to view the master positions list when they visit the setting page.
Employee Permissions
Allow access to Employee Settings. You can allow them to ability to create or edit employees at all locations, or only their assigned locations. You can also restrict them to only being able to view the master employee list when they visit the setting page.
Learn how to manage Employees.
Time Clock Permissions
The huge list in this area allows access to many different things. You have access settings for:
Attendance history and time clock reports (store or company wide)
Payroll/timesheet access (store or company wide).
Job Code management
Time Clock Punches (view, add, edit, or delete-- store or company wide).
Payroll Lock/Unlock (store or company wide)
Learn more about the time clock.
Store Budget Permissions
Allow access to store budget information. This includes creation of store (or company wide) budgets as well as viewing budget information in various tools and widgets displayed on the dashboard.
If the user has not been given access some widget may not display dollar amounts, including the Manage Schedule screen. If you have any questions we consider either testing, or reaching out to support for assistance.
Learn more about setting up store budgets.
Task Permissions
All employees are allowed to view and mark their own tasks as completed/uncompleted. These will allow expanded access. Grant the ability to assign tasks to other employees, create new tasks, update existing tasks, and mark other employee's tasks as complete/incomplete. You can even control if they can do this at their home store or company wide.
Learn more about creating tasks.
Scheduling Permissions
This one is quite expansive. From here you can control what information admins can see or modify when they visit the Manage Schedule screen. They can be granted permission by store, or company wide. These permissions include:
Shift Management (create, edit, delete)
Notes (create, edit, delete)
Calendar Events (create, edit, delete)
View Schedules (assigned store or company wide)
Access Manage Schedule screen (assigned store or company wide)
View Store Budget(s) (assigned store or company wide)
View Forecast data (This only applies to special customers with Epicor Eagle POS Integration.)
Learn more about the scheduling process.
Task Category Permissions
This is in addition to the Task Permissions. This controls whether the user can create, edit, or delete task categories.
Learn more about Task Categories.
Benefits Permissions
Allows management of benefits for cost purposes. You can control if the user can create, edit, or delete benefit types.
Learn more about setting up Benefits.
Exemption Permissions
Allows users to create, edit, or remove exemptions (store or company wide). These are used in the creation of tasks.
Learn more about creating task exemptions.
Requests Permissions
Allows users to manage time off request. Grant full or partial ability to view, approve, deny, edit, or remove time off requests submitted by employees. You can limit their ability by store or allow company wide.
Learn more about Time Off Requests.
Request Type Permissions
Allow users to create Request Types. These are request categories. Popular types are PTO, Sick Pay, UTO, etc.
Learn more about setting up request types..
Availability Permissions
Allow users to modify availability templates. This includes the ability to view, create, edit, or delete.
Learn more about setting up availability templates.
Email Template Permissions
Allow users to view and/or update email templates. These are used when sending schedules out to your employees via email.
Learn more about Email Templates.
Message Permissions
Allow users to send, update, or delete messages from the Message Center. You can limit their ability by store or allow company wide.
Learn more about the Message Center.
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