Difference between revisions of "Users & Security"

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==Setting Permissions and Restrictions==
==Setting Permissions and Restrictions==
Once you've created a user, you'll see a series of tick boxes and some basic column headings as to what they're related to. While some of them are understandable (Access reports, edit staff list) not all of them are self explanatory.<br>
We'll be checking these out below so you know what access to give your users.
{| class="wikitable"
! style="color:#d40079" | '''Site'''
! style="color:#d40079" | '''Allow'''
! style="color:#d40079" | '''Administrator'''
! style="color:#d40079" | '''See Fin.'''
! style="color:#d40079" | '''See Admin'''
|-
| If you have multiple sites, this will show a list - pick those which you wish to give this user access to.
| If you do not tick the Allow box, the user will have no access to the system.
| Ticking Administrator will give the user full access to all aspects of Wageloch.
| See Fin. will allow the user to see dollar figures, including staff hourly rates, roster and timesheet budget calculations, and reports.
| See Admin will allow the user to see Admin Rates only - this is linked to hiding staff rates on individual staff cards.
|-
! style="color:#d40079" | '''Modify Rosters'''
! style="color:#d40079" | '''Unfinalise Rosters'''
! style="color:#d40079" | '''Submit Timesheets'''
! style="color:#d40079" | '''Complete End of Day'''
! style="color:#d40079" | '''Modify End of Day'''
|-
| Allows user to create, edit and publish rosters to staff.
| We have an option to enable the locking of rosters - this allows this user to unlock rosters if this function is enabled.
| Allows the users to export timesheets to your nominated payroll system, or submit to head office for processing.
| This allows the user to finalise your timesheet days with no modifications or changes made.
| Allows the modification of shifts in the timesheet.
|-
! style="color:#d40079" | '''Review Confirmed Days'''
! style="color:#d40079" | '''Modify Staff List'''
! style="color:#d40079" | '''Process Payrolls'''
! style="color:#d40079" | '''Access Setup in Roster'''
! style="color:#d40079" | '''Show Sales'''
|-
! style="color:d40079" | Training
|Training Specialist
|Booked date/time
|Training specialist will spend up to 90 minutes showing attendees how to use Wageloch. Post training email will be sent with reference material.
|-
! style="color:d40079" | First Payroll
|Implementation Specialist
|Booked date/time.
|Implementation specialist will guide client through first payroll export. Should issues appear, they will be rectified during this appointment. Client is welcome to have additional guided payroll sessions until comfortable.
|-
! style="color:d40079" | Check Up
|Implementation Specialist
|2-3 months after first successful payroll
|Implementation specialist will ask if you have any questions, concerns or feedback about Wageloch.
|}


==First Time Login==
==First Time Login==

Revision as of 01:03, 16 February 2022

In Wageloch, it is imperative to ensure that any users have the right level of access to the functions they need. In this article, we'll be discussing how to create a new user, set permissions/restrictions and deleting users.

Creating someone as a full administrative user when they do not need that level of access could cause information security concerns - we'll be addressing this in the permissions/restrictions section of this article and why it's important to set the user access correctly.

If after reading this information you still have questions, please contact Helpdesk.

Adding New Users

  • Click the Settings cog in the top right corner
  • Select Security from the menu options.
  • To create a new user, click on the User Email dropdown menu and select [create

new user…]

  • Type in the user’s best email address twice and click Apply.
  • You will now see a series of tick boxes which either permit or restrict access.
    • Note: You must Allow Access and click Save to use the check boxes.
  • Go through the different permissions and set what you would like this user to see, do

and have access to (see next segment on what each permission does).

  • When finished, click Save and then Close.

Setting Permissions and Restrictions

Once you've created a user, you'll see a series of tick boxes and some basic column headings as to what they're related to. While some of them are understandable (Access reports, edit staff list) not all of them are self explanatory.
We'll be checking these out below so you know what access to give your users.

Site Allow Administrator See Fin. See Admin
If you have multiple sites, this will show a list - pick those which you wish to give this user access to. If you do not tick the Allow box, the user will have no access to the system. Ticking Administrator will give the user full access to all aspects of Wageloch. See Fin. will allow the user to see dollar figures, including staff hourly rates, roster and timesheet budget calculations, and reports. See Admin will allow the user to see Admin Rates only - this is linked to hiding staff rates on individual staff cards.
Modify Rosters Unfinalise Rosters Submit Timesheets Complete End of Day Modify End of Day
Allows user to create, edit and publish rosters to staff. We have an option to enable the locking of rosters - this allows this user to unlock rosters if this function is enabled. Allows the users to export timesheets to your nominated payroll system, or submit to head office for processing. This allows the user to finalise your timesheet days with no modifications or changes made. Allows the modification of shifts in the timesheet.
Review Confirmed Days Modify Staff List Process Payrolls Access Setup in Roster Show Sales
Training Training Specialist Booked date/time Training specialist will spend up to 90 minutes showing attendees how to use Wageloch. Post training email will be sent with reference material.
First Payroll Implementation Specialist Booked date/time. Implementation specialist will guide client through first payroll export. Should issues appear, they will be rectified during this appointment. Client is welcome to have additional guided payroll sessions until comfortable.
Check Up Implementation Specialist 2-3 months after first successful payroll Implementation specialist will ask if you have any questions, concerns or feedback about Wageloch.

First Time Login

Open your internet browser (Chrome, Edge, Firefox, Safari, etc.) - Visit https://web.wageloch.com.au. - Enter your email address and click Forgot Password. - You will now be sent an email that will let you set a password. - Once your password is set meeting the minimum requirements, you should now be able to log in.

Editing User Details and Permissions

Deleting Users