Security Roles, or "Sec Roles", are used to determine what functionality a user has access to in TempWorks Enterprise; this includes which reports can be accessed and which fields can viewed/modified/saved.
There is no limit to the number of Sec Roles which can be established; Sec Roles may also be customized for each client using TempWorks.
Sec Roles can be customized to allow a variety of different permissions including, but not limited to: Entering Direct Deposit information on an Employee record, viewing specific reports, having permission to change a Customer status.
The most common Sec Roles are "SR" (Service Rep), "PC" (Pay Clerk), and "SA" (System Administrator).
*Note - Sec Roles are often referred to by their abbreviations.
- The "SR" role is generally considered the role assigned to Front Office only users. In general, this allows the user to view and add Employee, Customer, Order, Assignment and Contact records. This user would not be able to enter Time, run Payroll or Invoicing and post Invoice payments. The minimum Sec Role is "SR". Each user can have additional Security Roles which would open more functionality.
- The "PC" role is generally considered the role assigned to Payroll and Billing users. It gives them access to all of the functionality available to the "SR" users as well as being able to enter Time, run Payroll, Invoicing and post Invoice payments.
- The "SA" role allows the user to access all functionality of the "SR" and "PC" users as well as being able to access the Administration areas of TempWorks Enterprise.
To view the Sec Roles you have been assigned navigate to the E button in the upper left, select Server:
The designated Sec Role abbreviations and Descriptions will be listed:
There are reports available which describe what each Sec Role does:
Report Permissions: Displays which report groups are made visible by which Role
Security Role Permissions: This report will display what Sec Roles each Rep has assigned to them:
Function Permissions: Displays which sec roles have permission to which functionality
Form Permissions: Displays which Sec Roles have permissions to see which forms in TempWorks Enterprise.
TempWorks Administrators have the ability to set Sec Roles for each of their users.