Overview
When creating/managing users that will be utilizing TempWorks products and services, the information within this article can be used as a handy checklist and reference point to ensure your service representatives have the appropriate permissions and access.
This article covers the following:
- Creating New Users in Bridge
- Managing Service Reps in Enterprise
- Security Roles in Enterprise
- Web User Accounts for Administration
- Managing Service Reps in Beyond
- Security Groups in Beyond
Creating New Users in Bridge
Begin by creating new users within Bridge by starting fresh or copying from an existing user.
Consider copying an existing user with similar permissions to avoid doing a lot of manual updates for each user (Hierarchy Security Roles/Groups).
*Note* For more information, please see the article titled Managing Users in Bridge.
Managing Service Reps in Enterprise
Once users have been created within Bridge, their service representative accounts can be managed through Enterprise.
The information able to be updated includes allowed hierarchy, display name, email, phone number, default order type, sales team and time zone.
*Note* For more information, please see the article titled Enterprise - Managing Your Service Reps.
Security Roles in Enterprise
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.
If you copied a user from Bridge, these should be set up for you already. If you created a new user, or needed to update their individual permissions, these can be managed within Enterprise.
*Note* Security settings in Enterprise (Sec Roles) are separate from security in Beyond (Security Groups). When editing, adding users, or managing security groups, we recommend being at your highest hierarchy available (ex. system).
*Note* For more information, please see the article titled Enterprise - Security Roles.
Web User Accounts for Administration
If this new user will be responsible for administration of HRCenter or WebCenter, they will need a Web User account created for their TempWorks login (this is independent of any Web User account for their respective employee record).
Administrative Web User accounts will need to be setup/configured within Enterprise.
*Note* For more information, please see the article titled Enterprise - Managing Service Rep Web User Accounts.
Managing Service Reps in Beyond
Once users have been created within Bridge, their service representative accounts can be managed through Beyond.
Within the "Service Representatives" screen, you are able to assign users their applicable Security Groups for Beyond, as well as assign them to any Teams you have created (if applicable).
*Note* For more information, please see the following articles:
Security Groups in Beyond
Security groups allow you to set security permissions for each user within Beyond.
If you copied a user from Bridge, these should be set up for you already. If you created a new user, or needed to update their individual permissions, these can be managed within Beyond.
*Note* Security settings in Enterprise (Sec Roles) are separate from security in Beyond (Security Groups). When editing, adding users, or managing security groups, we recommend being at your highest hierarchy available (ex. system).
*Note* For more information, please see the following article titled Beyond - Managing Security Groups.
*Note* Beyond also allows for the creation and utilization of Security Groups with Advanced Permissions.
Security Groups with Advanced Permissions are strictly for revoking access to specific elements and should not be used to grant access to anything.
For more information, please see the article titled Beyond - Creating Security Groups with Advanced Permissions.