Difference between revisions of "Users & Security"

From Wageloch Wiki

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We'll be checking these out below so you know what access to give your users.
We'll be checking these out below so you know what access to give your users.


{| class="wikitable"
{| class="wikitable" style="width: 75%;"
! style="color:#d40079" | '''Site'''
! style="color:black; background-color:#d30070" | '''PERMISSION'''
! style="color:#d40079" | '''Allow'''
! style="color:black; background-color:#e49cc5" | '''DESCRIPTION'''
! 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.
! style="color:black; background-color:#e6e2e4" | '''SITE'''
| If you do not tick the Allow box, the user will have no access to the system.
| Shows the name of each site that you are able to grant access to
| 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:black; background-color:#e6e2e4" | '''ALLOW'''
! style="color:#d40079" | '''Unfinalise Rosters'''
| If you have multiple sites, this will show a list - tick Allow for those which you wish to give this user access to. If you do not tick the Allow box, the user will not have access to the system.
! 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.
! style="color:black; background-color:#e6e2e4" | '''ADMINISTRATOR'''
| We have an option to enable the locking of rosters - this allows this user to unlock rosters if this function is enabled.
| Ticking Administrator will give the user full access to all aspects of Wageloch.  
| 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:black; background-color:#e6e2e4" | '''SEE FIN.'''
! style="color:#d40079" | '''Modify Staff List'''
|See Fin. will allow the user to see dollar figures, including staff hourly rates, roster and timesheet budget calculations, and reports.
! style="color:#d40079" | '''Process Payrolls'''
! style="color:#d40079" | '''Access Setup in Roster'''
! style="color:#d40079" | '''Show Sales'''
|-
|-
| Allows the editing of timesheet days <i>after</i> they've been finalised.
! style="color:black; background-color:#e6e2e4" | '''SEE ADMIN'''
| Grants the user permission to edit staff information in the Staff list.
|See Admin will allow the user to see Admin Rates only - this is linked to hiding staff rates on individual staff cards.  
| This is only relevant to sites with a <b>Central</b> login - this allows bulk exporting to payroll systems for multiple locations.
| Gives access to the Rosters area in the Settings menu.
| Will show sales percentages, but will not display dollar figures if See Fin has been disabled.
|-
|-
! style="color:#d40079" | '''Modify Clock Times'''
! style="color:black; background-color:#e6e2e4" | '''MODIFY ROSTERS'''
! style="color:#d40079" | '''Access Leave'''
|Allows user to create, edit and publish rosters to staff.
! style="color:#d40079" | '''Assign Departments'''
|-
! style="color:#d40079" | '''Access Reports'''
! style="color:black; background-color:#e6e2e4" | '''UNFINALISE ROSTERS'''
! style="color:#d40079" | '''Departments'''
|We have an option to enable the locking of rosters - this allows this user to unlock rosters if this function is enabled.
|-
! style="color:black; background-color:#e6e2e4" | '''SUBMIT TIMESHEETS'''
|Allows the users to export timesheets to your nominated payroll system or submit to head office for processing.
|-
! style="color:black; background-color:#e6e2e4" | '''COMPLETE END OF DAY'''
|This allows the user to finalise your timesheet days with no ability to make modifications or changes.
|-
! style="color:black; background-color:#e6e2e4" | '''MODIFY END OF DAY'''
|Allows the modification of shifts in the timesheet.
|-
! style="color:black; background-color:#e6e2e4" | '''REVIEW CONFIRMED DAYS'''
|Allows the ability to unfinalise and edit timesheet days after they've been finalised.
|-
! style="color:black; background-color:#e6e2e4" | '''MODIFY STAFF LIST'''
|Grants the user permission to edit staff information in the Staff list.
|-
! style="color:black; background-color:#e6e2e4" | '''PROCESS PAYROLL'''
|This is only relevant to sites with a Central login - this allows bulk exporting to payroll systems for multiple locations.
|-
! style="color:black; background-color:#e6e2e4" | '''ACCESS SETUP IN ROSTER'''
|Gives access to the Rosters area in the Settings menu.
|-
! style="color:black; background-color:#e6e2e4" | '''SHOW SALES'''
|Will show sales percentages but will not display dollar figures if See Fin has been disabled. 
|-
! style="color:black; background-color:#e6e2e4" | '''MODIFY CLOCK TIMES'''
|Gives permission for the user to add in manual clock times.
|-
! style="color:black; background-color:#e6e2e4" | '''ACCESS LEAVE'''
|Allows the user to create, approve, cancel, edit any leave or availability requests.
|-
! style="color:black; background-color:#e6e2e4" | '''ASSIGN DEPARTMENTS'''
|Should departments be in use to assist with your rostering, this allows the user to access Settings >> Departments and assign staff.
|-
! style="color:black; background-color:#e6e2e4" | '''ACCESS REPORTS'''
|Provides access to the Reports area of the top menu. 
|-
! style="color:black; background-color:#e6e2e4" | '''DEPARTMENTS'''
|Allows you to restrict user visibility to departments (i.e. user can see departments 3 and 5, but not 1,2 or 4).
|-
|-
| Gives permission for the user to add in [[Adding Manual Clock Times| manual clock times]].
| Allows the user to create, approve, cancel, edit any leave or availability requests.
| Should departments be in use to assist with your rostering, this allows the user to access Settings >> Departments and assign staff.
| Provides access to the Reports area of the top menu.
| Allows you to restrict user visibility to departments (i.e. user can see departments 3 and 5, but not 1,2 or 4).
|}


==Editing User Details and Permissions==
==Editing User Details and Permissions==

Revision as of 01:53, 7 February 2023

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.

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.

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.

Editing User Details and Permissions

  • Click the Settings cog in the top right corner
  • Select Security from the menu options.
  • In the user email dropdown, select the user you wish to modify.
    • You can Change Email to update their email address to a new one
    • Permissions can now be ticked/unticked to change access.
  • Once you've made your changes, click Save to update and Close to exit.

Deleting Users

  • Click the Settings cog in the top right corner
  • Select Security from the menu options.
  • In the user email dropdown, select the user you wish to delete.
  • Once selected, click Delete.
  • Confirm the prompt and the user will be removed from the system.
PERMISSION DESCRIPTION
SITE Shows the name of each site that you are able to grant access to
ALLOW If you have multiple sites, this will show a list - tick Allow for those which you wish to give this user access to. If you do not tick the Allow box, the user will not have access to the system.
ADMINISTRATOR Ticking Administrator will give the user full access to all aspects of Wageloch.
SEE FIN. See Fin. will allow the user to see dollar figures, including staff hourly rates, roster and timesheet budget calculations, and reports.
SEE ADMIN See Admin will allow the user to see Admin Rates only - this is linked to hiding staff rates on individual staff cards.
MODIFY ROSTERS Allows user to create, edit and publish rosters to staff.
UNFINALISE ROSTERS We have an option to enable the locking of rosters - this allows this user to unlock rosters if this function is enabled.
SUBMIT TIMESHEETS Allows the users to export timesheets to your nominated payroll system or submit to head office for processing.
COMPLETE END OF DAY This allows the user to finalise your timesheet days with no ability to make modifications or changes.
MODIFY END OF DAY Allows the modification of shifts in the timesheet.
REVIEW CONFIRMED DAYS Allows the ability to unfinalise and edit timesheet days after they've been finalised.
MODIFY STAFF LIST Grants the user permission to edit staff information in the Staff list.
PROCESS PAYROLL This is only relevant to sites with a Central login - this allows bulk exporting to payroll systems for multiple locations.
ACCESS SETUP IN ROSTER Gives access to the Rosters area in the Settings menu.
SHOW SALES Will show sales percentages but will not display dollar figures if See Fin has been disabled.
MODIFY CLOCK TIMES Gives permission for the user to add in manual clock times.
ACCESS LEAVE Allows the user to create, approve, cancel, edit any leave or availability requests.
ASSIGN DEPARTMENTS Should departments be in use to assist with your rostering, this allows the user to access Settings >> Departments and assign staff.
ACCESS REPORTS Provides access to the Reports area of the top menu.
DEPARTMENTS Allows you to restrict user visibility to departments (i.e. user can see departments 3 and 5, but not 1,2 or 4).