Permission Wizard

The Permission Wizard is a filtering system that streamlines the process of customizing Permission Groups, making it significantly more efficient than manually selecting from the hundreds of available permission objects within TimeTrex.

 

NOTE:  Before using the Permission Wizard, it is recommended that you review the Permission Groups and Hierarchy topics and consider consulting a support representative to avoid inadvertently removing any critical permissions.

Using the Permission Wizard to add or edit permissions:

  • In the main menu, click on Company, then Permission Groups.

    • To add a new permission group, click New.

      • or

    • To edit a permission group, select a permission group then click Edit.

    • Click the three-dot More button in the top-right corner, then select Permission Wizard.

    • Follow the steps in the permission wizard as shown in the table below. After completing each step, click on the blue right arrow at the bottom of the screen to move forward to the next step. To revisit a previous step, use the blue left arrow . These arrows are solely for navigating between steps.

Permission Wizard
STEPS DESCRIPTION
Choose role and permission actions

From the Role drop-down menu, select a role that closely matches how you want to customize permissions. For example, if you want to add scheduling permissions to a supervisor you might chose Supervisor (All Employees).

From the Permissions drop-down menu, select permission actions such as Add, View, Edit.

Choose modules and sub-modules Permissions available for the features or modules and sub-modules available within the system.
Would you like to allow, deny or simply highlight the chosen permissions
OPTION DESCRIPTION
Allow Allow the permissions chosen in the wizard.
Deny Denies the permissions chosen in the wizard. Used for deselecting permissions.
Highlight Only Permissions matching the criteria specified in the wizard are highlighted. These highlighted permissions may appear in either drop-down box and can be easily moved between them by selecting or deselecting the desired permissions. It is recommended to use the Highlight Only option if you intend on editing more than one or two permissions because it gives you the opportunity to view and double check before actually allowing or denying the permissions.
Complete the wizard Click on the green checkmark to finish setting up permissions in the wizard.

  • Click on the Save button to save the permissions you selected or Cancel to ignore the changes.

 

The following are examples of how to use the Permission Wizard to select permissions:

Example 1:

If you want Regular Employees to be able to see all employee's schedules:

  • Click on Edit

  • Open the Permission Wizard and chose the following:

    • Role = CUSTOM

    • Permissions = "View"

    • Modules = "Schedule"

    • Sub-Modules = "Schedule"

    • Select "Highlight Only" to highlight those permissions that match the criteria chosen.

  • In this example the highlighted schedule permissions are displayed in the Selected Items box. You can manually move the any highlighted permissions to the Unselected box if needed since they are only highlighted. The "Allow" option will automatically select the permissions and "Deny" will remove the permissions.

  • Click on the green checkmark to close the wizard.

  • Click on Save.

 

Example 2:

If want to add Job Tracking permissions for a Supervisor (Subordinates Only):

  • Double click the preset Role "Supervisor (Subordinates Only)" permission group

  • Open the Permission Wizard and chose the following:

    • Permissions = "Add, View Subordinate, Edit Subordinate"

    • Modules = "Job Tracking"

    • Sub-Modules = "Jobs, Job Tasks and Job Reports"

    • Select "Highlight Only" to highlight those permissions that match the criteria chosen

  • Move any of the highlighted permissions you want to allow, to the Selected Items box.

  • Click on the green checkmark to close the wizard.

  • Click on Save.