Creating Customized
Security Roles
If the default Security
Roles (such as Admin, Supervisor, or Employee user types) do not quite
fit your company's needs, you have the ability to create customized user
security roles. This allows you to select a custom-made user type from
the Security Role drop-down menu
when creating users.
Creating a New Security Role
From the main Admin tab,
click on the User Security
link located under the System
Tools section of the screen. Directly
to the right of the Security Roles drop-down menu there are two links:
Modify Role,
and Add Role.
Note: The program
does not allow you to modify the default security roles. You will only
be able to edit after you have inserted additional roles into the system.
When no modifiable security role is selected, “Add Role” is the only option
displayed.
Click
on the Add Role link. The "Role
Info" screen opens on the right-hand side of the screen. In
the Role Name field, enter the
name of this security role as you would like it to be displayed in the
program. If
you would like to use an existing security role as a template for this
role, select the desired role from the Copy
Rights From drop-down menu, and click on the Copy
link. Select
whether this role is to have “Advanced” or “Simple” access to the TimeForce
system. “Simple” means that the user will only be able to access the Time
Cards section of the software, while the “Advanced” setting allows the
user to access Time Cards, as well as Reports, Employee, Schedule, and
Job Tracking. Put
a check mark in the Require Password
Change option if you would like to make it so that users
assigned to this role are required to define their own password the first
time they log into the system. In
the Password Expiration section
of the screen, select how you would like user passwords to be handled.
The options are as follows:
Password Never Expires: With this field
selected the specified user password will never expire. User Cannot Change Password: With this
field selected the user is not allowed to change his or her login password. Expire Password Based On: This option
allows you to define a number of days after which the password will expire,
and the number of days before password expiration that the system will
warn the user of the impending expiration of their password. Put a check-mark
in the box if you would like the system to “lock” the account of a user
who has not changed an expired password. This will prevent the user from
logging into the TimeForce system.
Under
the Permissions header, put a
check mark in the box next to every access rights option that you would
like to grant to users of this type. The access rights options on this
screen are identical to the available options when creating a Customized
Rights user. See Customized Rights
User Options for a description of each available permission. Once
you have selected the desired access rights options for users of this
type, click on the [ADD ROLE] icon.
Note: You will have to refresh your screen before a newly added
security role will appear as an option. Press [F5] on your keyboard to
refresh the screen.
Modifying an Existing Security Role
Select the desired role
from the Security Role drop-down
menu, and click on the Modify Role
link. The "Role Info" screen opens on the right hand side of
the screen.
Modify the security role
as desired and click on the [UPDATE] icon to save your changes.
Note:
The default system security roles (such as Admin, Custom, Supervisor,
or Employee) are not editable. The system will only allow you to modify
custom security roles.
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