This article explains how to set up varying levels of access for Manager Users. Follow this process when you want to limit Manager Users' visibility and permissions in specific areas of the portal. To add a new Manager User, see Add a Manager User.

Create a new User Group Profile

Modify an existing User Group Profile

Create a new User Group Profile

1) Click Settings in top navigation menu and then select the Users option on the left.

2) Click User Profile.

On the User Profile page, you can create various user group profiles. User group profiles created here are available to assign to Manager Users on the User Setup page (Settings>Users>User Setup) to restrict the users' capabilities in the portal. 

You can create an unlimited number of user group profiles, which will allow you grant different levels of access to Manager-level users based on what they need to be able to do in the portal. For example, you may want to limit certain users to editing timecards or generating a payroll file.

3) From the Select User Profile dropdown menu, select -Add New-.
4) In the Name field, type a name for the user group.
5) In the Description field, type a description of the profile. Description is optional.

6) Optional: To restrict the users' ability to view Pay and Bill Rates throughout the portal, mark the Limit Rate Visibility checkbox above the grid.

7) In the grid, you will designate the areas of the portal that users assigned to this group can access.

The items in blue represent the main areas of the portal accessible from the navigation menu at the top.

Marking the Full Access or Read Only checkbox on a blue item will grant that level of access to all pages found on the left navigation menu in that section of the portal. 

If Full Access will be granted to at least one page in a particular section of the portal, you must first mark the Full Access checkbox in that blue row.

If Read Only Access will be granted to at least one page in a particular section of the portal but Full Access will not be allowed for any of the pages in that section, you must first mark the Read Only checkbox in that blue row. 

8) Click the Save button below the grid. The User Group Profile will now be available to assign to users in (Settings>Users>User Setup).  See Add a Manager User for how to assign Users.

Modify an existing User Group Profile

1) From the Select User Profile dropdown menu, select the User Group Profile you want to modify.

2) Make your changes.

3) Click the Update button below the grid to save your changes.