Before you start Before we set up your users, there are a few things you need to check: - You need to log into your company with a username that has access to the Access Rights option. The MANAGER username can access the Access Rights option by default
- You can create as many users as your software licence allows. To check your current user limit, in your software click Help, then click About
 TIP: Need to increase the user licence in your software? - Leave your details and we'll be in touch.
Set up your user Now you've logged in as Manager, you can view existing users, and configure their access rights and access level > - On the menu bar, click Tasks, then click Security.
- Click Access Rights.
- In the Users section, click Add.
- Enter a logon name and password for the new user.
- Click OK.
Now we can look at giving your user-specific access rights. In the table below we've listed the most popular ways to do this. Once you've finished, click OK. | Restrict access to certain areas of the software | In Allow Access To These Areas, check the boxes for the areas you want the user to have access to. Alternatively, click Select All and just de-select the areas you don't want them to access. | | Give the user full access rights | In Employee Record Access, select all check boxes, set the Access Level to 9 and check the box to Include lower levels. Then in Allow Access To These Areas, click Select All. | | Access to only certain pay frequency employees | In the Employee Record Access section, select the required pay element check boxes. | | Give the user access based on employee access levels | In Employee Access Level, choose the relevant level up to which this user can access. The access level is located in the Analysis field of each employee's record.
By default, each employee's record has an access level of zero, except for directors who have a level of 9.
For example, if you set the username as level 6, that user can access and process any employees on that level. If you also select the 'Include lower levels' checkbox, this user can access records from level 0 through to 6, but not 7 to 9. | | Suppress Non-Essential Messaging | Select the checkboxes in this section as required to hide non-essential messaging for this user. Leave the checkboxes clear to keep this messaging active. TIP: Keep these enabled if you want the user to receive all prompts in the software. |
Edit an existing user If required, you can edit an existing user to change the settings of their profile.
Login with a different username Once you've set your users up, you can easily switch from the current user to another. Simply click File, then click Logout & login with a different username and enter the required username details, then click OK.
Next steps Congratulations, you've set up a new user and applied their access rights. You can come back here at any time to: - Add additional users
- Check or edit the details of existing users, for example, change a user's password
- Delete your users
If you want to confirm the access is correct, you can now log in to your company with the new username.
[BCB:365:Sales - Sage HR recruitment:ECB] |
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