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Account Types

There are 3 different type of log in accounts:

  1. A log in account for an employee to view their time and attendance information. Also know as (Employee Portal)
  2. A log in account for an employee who also can have administrative rights. (Employee Portal with administrative privileges)
  3. A log in account for an administrator, who doesn’t necessarily need to be an employee or user added in the system. (System Administrator will full or restricted privileges)

How to create an account that allows an employee to view their time and attendance information. (Employee Portal)

An employee portal account will allow the employee log in to the system with restricted access to view and monitor his time card, schedules and request paid time off. He will not be able to make any changes or modifications to his time card information.

  • Add the employee in the software.
  • Click on Users and then click on Access Levels.
  • Click on the employee from the list and enter the following:
  • # 1 Email address. If an email has already been entered under the employee personal information, it will be populated here.
  • # 2 Select Yes or No to allow access to the employee portal.
  • # 3 User name for this employee to log in to the system.
  • # 4 Select one of the 3 password options. Note: After step # 4, the information can be saved, allowing this employee limited access to his employee portal. If this user will also have administrative privileges, enter criteria # 5, 6 and 7, which refers to Access Levels. The next paragraph describes this type of account.

To create an account with access to employee portal with administrative privileges.

This type of account is usually for Managers in the company. This person administers all employees or a group of employees, and the account can be limited to allow access to certain department(s) or areas in the application. They could or could not view, edit, add, modify as per the company requirements.

  • Add the employee in the software.
  • Click on Users and then click on Access Levels.
  • Click on the employee from the list and perform steps 1-4
  • Select Yes on # 5 to allow this employee administrative privileges.
  • On step # 6 select Yes or No to allow this employee full administrators right. If you select Yes, then click save no further configuration is required. If you select No, then perform step 7.
  • On Step # 7 you must first assign this user to a Privilege Group (Access Level) and also select which department(s) and which location(s) this employee is allowed access to.
  • Click Save to finish.

To create an account with full or restricted privileges, for someone who is not an employee in the system.

  • Log in as an Administrator or as a User with administrative rights.
  • Click on the Settings tab then click on Administrators.
  • Click on Create Administrator.
  • Enter an email address for the administrator account. (instructions to log in will be email to account)
  • Enter a username for the log in.
  • Enter a password, or choose to automatically create it, and click create to finish. Note: Once the account is created, it will have full administrative rights. If you wish to restrict some rights to this account, click on the username from the list, and for step 5, select No. Then for step 6, assign this user to a group (Access Level), and also select which department(s) and location(s) this user is allowed access to.