Roles can be assigned to Employees in the Admin Site by editing their profile, then scrolling down to the "User Account" tab.
Granting access to specific FieldClock functionality is important for keeping employees limited to the roles they perform while blocking access to areas of the site and app that they shouldn’t have access to. In FieldClock, granting employees with specific “Roles” is how this happens. Employees may have multiple Roles at the same time, such as Crew Boss and Payroll Administrator.
Note: to grant an employee a specific Role, the user must have Employee Admin privileges or higher.
To grant an employee a Role, first login to the Admin site and click the “Employees” button from your left-hand navigation menu. Then, select an employee from your list that you’d like to assign a Role to. Next, click the “Edit employee” button to edit them.
- Scroll down and click the “User Account” tab…
- To assign a Role, a user must first be assigned a Badge or Email login… for more information on login types, please watch our videos titled “How to Assign an Email Login” and “How to Assign a Badge Login” linked below…
- Next, select which role or roles to grant the employee… for more information on a specific role, please watch our video with that Role’s name linked below…
- Click the “More Info” button underneath each Role’s name to view a more detailed description of the Role…
FieldClock provides a simple way to assign Role-specific access to employees.