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What do the Permissions Settings in User Access Roles do?

When setting up User Access Roles, specific access permissions have to be set.  These permissions are separated into categories.

Basic Tips:

  • There are department/template specifications for most permissions.  If the permission should only be for one department then set the department.  Use Home and Secondary departments and templates in personnel settings to use one User Access Role for multiple departments of people.
  • When setting up permissions, set the personnel types and assignment types that the permission should apply to.  If there are alternate personnel type/assignment type combinations the permission should apply to within the department, use the + button to add a line to that permission.
  • Personnel Types and Assignment Types must be specified.  If left as None there will be an error message when trying to save.
  • If a new Personnel or Assignment Type is created, they must be added to each permission line in the UAR in order for anyone to see them.

Categories of Permissions:

  1. General
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    • System Administrator has access to all features of the site that are enabled.
    • Scheduling Administrator has limited administrator access.  Provides access to Accounts, Request Manager, Layers, Mapping, and Scheduler.  Limits access to Access Roles, Locations, Reasons, Assignment and Personnel Types, Denial Reasons, Categories, Titles, and the Request Window.  A Scheduling Administrator can change accounts' User Access Role but cannot give people system administrator access.
  2. Notifications
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    • Schedule Notifications will send out emails regarding changes made to the schedule.  
    • Request Notifications will send out emails regarding changes made to requests, i.e. when a status is changed, a request is created/deleted.
    • If you use Locations, you can further limit notifications by location in individual account setup.
  3. Reports
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    • View Reports will give access to NSight Reports and Reports on LBLite.  Specific reports can be made for providers for quick access.
  4. Requests
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    • View Requests will allow the provider to see requests in both NSight and Viewer.  If this permission is not present they will not have access to NSight Requests page.  If the personnel/assignment types does not include everyone, they will see only those to which they have access.
    • View Request Notes will allow the provider to see notes on requests.
    • View Request Shift Reason will allow the provider to see shift reasons using the details tool if you have reasons set up in your database.
    • View Request Denial Details will allow the provider to see denial reasons using the details tool if denial reasons are set up in your database. 
    • Add Requests will allow the provider to use New Request.
    • Delete Requests will allow the provider to Delete on the request page.
    • Modify Request Notes will allow the provider to add or change request notes.
    • Modify Request Shift Reason will allow the provider to add or change shift reasons if they are set up in your database.
    • Allow/Deny Requests will allow the provider to allow or deny requests and send requests pending.
  5. Schedule
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    • View Schedule will allow access to NSight Schedule and Viewer.  If the personnel/assignment types does not include everyone, they will see only those to which they have access.
    • View Schedule Notes will allow the provider to see notes attached to slots on the schedule.
    • View Schedule Shift Reason will allow the provider to see shift reasons using the details tool if reasons are enabled in your database.
    • Modify Schedule allows the provider to use the Delete, Replace, and Fill tools in NSight Schedule and Viewer.  Changes for non-admins will go pending approval.
    • Modify Schedule Notes
    • Modify Schedule Shift Reason
    • Allow/Deny Swaps will give access to the Allow and Deny tool in NSight Schedule and Viewer.  Note: Non-admins cannot approve swaps that they have requested.  Another provider or admin must approve them.
  6. Analytics
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    • Analytics Access if checked will give access to the Analytics tab.
    • Access own change logs will give access to the log of changes to the provider's schedule.  This access will be listed under Reports in the NSight drop down from the top toolbar.
    • Accessible Reports will give access to specific reports the provider can access.  Use the arrows to pick which of those reports should be included.
    • Departments Accessible specifies which department the provider should have analytics access.  Check Home Department to use the User Access Role for multiple departments.

 

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