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Manage privileges for all users.
Location: Privileges can be managed across locations in the manage privilege screen.
Type of privilege to manage:
Type of privilege to manage: Administrator
Location Admin: Full administrative privileges within the location. Access to maintain end users, privileges, schedules, scheduler portal, shifts, shift settings, admin settings, user settings, manage category reporting, and payroll.
Edit All: Access to edit individual, master, request schedules, approve/deny 'Swap Meet' shifts, and 'My proposals' shifts within locations. Ability to change passwords for providers and download reports.
View Only: Can only view schedules within master and provider portals and download reports and schedules.
Receive admin emails: Receive all schedule change email notifications, 'Draft', 'Requests', 'As-scheduled' publications, Future off Requests', and 'Swap Meet' shifts.
Type of privileges to manage: Payroll
Manage payroll: Administer payroll functions
View payroll: View payroll activities and summaries
Type of privilege to manage: Provider
Provider: Verifies if this end user is a provider or not.
Certify Changes: Providers who are allowed to 'Certify changes' can make changes to the schedule by certifying that they have spoken to all involved providers and all have approved the change.
Requires approval: If any provider involved in a schedule change is selected as requiring the schedule administrator's approval to make all schedule changes, you (the schedule administrator) will need to approve the proposed schedule change before it is changed in the schedule.
Modify schedules: Providers can make changes to other providers' schedules (including trades and splits), change availability, and confirm worked hours for other providers when needed. All schedule changes are tracked in 'Schedule Changes' screen.
Approve changes: Providers with the ability to approve schedule changes.
Limited change proposals: Specific providers can be prevented to participate in either trade or split change proposals
Request assignments: Limit the ability to 'Request on' shifts to specific providers. Admin 'Provider requests' setting 'Restrict the ability to request shifts to specific providers' would need to be enabled.
Type of privilege to manage: Support staff
View schedule: View only access to current, previous, and future schedules, provider portal, hours, and shifts reports.
View staff: View only access to staff information, 'Recall Providers', and the current schedule period.
View message: Access to create/send/view emails, memos, files, and text messages.
Receive 'day at a glance': Obtain an email notification on a daily basis displaying the scheduled shifts for the day.
Receive publishing notifications: Receive 'Requests', 'Draft', and 'As-scheduled' publication notifications
Receive schedule changes: Receive schedule change email notifications
Billing contact: Receive invoices
- Click the 'Close' button to update your end users privileges.
- A filtering function can be used to search for 'Active', 'Inactive' end users, and Provider groups. Once; you click the 'Apply' button it will display the selection you chose. If you are searching for an inactive provider make sure to adjust the filter in left hand corner before you do the search.