User Permissions and Employment Record

This page is a general overview of managing permissions and Users' Employment Records. For information on what specific access each privilege grants, see Basic Permissions for what appears on the User Table view, Feature Access to restrict access to specific pages, and Advanced Permissions for what appears on each User's page.

Permissions on the Main Users Page

User Permissions can be granted from the Users Dashboard. Only Owners and Users with "Write: User Permissions" access may edit the Users page. User Permissions may also be managed by Permission Groups.

• Checking the boxes on "Write" permissions gives Users the ability to make changes on related screens.

• Enable Users as Hourly employees from this screen, if you want them to record Timesheet Segments.

• You can lock a User out of their account, or unlock their account.

• For each User, you can view Current Employment Record and add a new record in the case of a promotion or change of duties.

When you click a User's name to open their User Page, you will see "Employment History" among the links in the top right. From there you can also add an Employment Record, or Terminate Employment, or (from "VIEW ARCHIVED") reinstate former Users who are rehired as employees.

Permissions on Individual User Pages

Clicking on a User's name on the Users page leads to that User's individual page. This page includes:

• Active Part Timers
• Active Station Timers
• Recently Ended Part/Rack Timers
• Recently Ended Station Timers
• Billed Labor Hours
• Permissions, Permission Groups, Time Tracking, Feature Access, and Custom Inputs
• Links to Sales Orders, Work Orders, Packing Slips, Invoices, Time Segments, and Labor Rates where the User is associated

Some Permission controls are only available from this page. They may be managed here individually. They may also be managed by using Permission Groups.

Feature Accessibility on the Individual User Page

User privileges for viewing pages in Steelhead can be controlled from the individual User's page. To adjust Feature accessibility:

1. Navigate to the User's page.
2. Under Feature Access, check or uncheck the desired options.
3. Refresh the page when done to view the adjustments.

Permission Groups

Permission Groups allow for many Users to be given blanket permissions rapidly.

Adding a User to an existing Permission Group give the User all the permissions included in the group. It does not remove permissions already granted! Once Users are assigned to a Permission Group, their permissions may be adjusted individually.

To set up and use Permission Groups:

1. From the "Home" page, navigate to "Users."
2. Click "Permission Groups" at the top of the page.
3. Click "+ New."
4. On the Create Permission Group dialog:
   1. Enter a Name for the Permission Group.
   2. Choose one or more Users to add to the Group.
   3. Choose which Permissions to include in the Group.
5. Click "Save" to apply the changes.
   1. Large numbers of changes may take a few seconds to complete.

Permissions granted by Permission Groups will appear as a green square overlaying the checked permission and can only be changed through the editing the Permission Group.

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