Using Roles and Permissions to Control Access

Using the Role setting and Manager Permissions settings for Employees you can easily control access for each Employee using ClockShark to limit access to specific features. You can also limit access for the chosen features to a specific list of Employees, or specific Departments or Locations. This makes it easy to setup multiple business Locations or Departments within a single ClockShark account. For each of your business Locations or Departments you can setup different employees who have access to those specific employees. This limited access will ensure the employees in charge of managing a specific part of your business aren't distracted by seeing employees from other parts of the business they don't manage, nor do they have access to view or edit their time sheets or schedules. 

To change the Role for an Employee visit the Employees screen and edit the Employee. Roles can also be set while initially adding an Employee. 



Administrator Role:
Administrator role users have access to ALL system features and are able to do so for ALL Employees. This access includes adding or removing employees, billing, viewing and editing time sheets, creating schedules, as well as clocking time for themselves (although not all administrators will clock time for themselves, nor do they need to). The Administrator role user will have access to all Employees regardless of an Employee's assigned Department or Location.

Employee Role:
Employee role users by default are allowed to clock in and out for themselves, add notes and file attachments to their timesheet, as well as view their own schedule. You can fine tune the permissions and settings for an Employee using Employee Permissions which are explained in this article in detail.   

Manager Permissions:
Manager permissions can be granted to any Employee role user. Doing so will allow the Employee access to specific management functions related to other Employees' time sheets and schedules. For example, you could allow Employee Ben Smith to view and edit time sheets for all employees in the Installation Department or allow Employee Mary Sullivan to View and Edit schedules and clock in via CrewClock on mobile for all Employees in the San Francisco Office.


Here's a list of features you can control access to with Manager Permissions:

Allow Clocking in For Others with CrewClock via Mobile - When checked the Employee can clock in via mobile using CrewClockfor all Employees, or for selected indvidual Employees as well as Employees that are members of specific Departments and Locations.

   
View Who's Working Now - When checked the Employee can view a list of currently clocked in Employees on the Who's Working Now screen on the web and also via the mobile app for all Employees, or for selected indvidual Employees as well as Employees that are members of specific Departments and Locations.

View Time Sheets - When checked the Employee can view time sheets via the website for all Employees, or for selected indvidual Employees as well as Employees that are members of specific Departments and Locations.

Edit Time Sheets - When checked the Employee can make changes to time sheets (and add time) via the website for all Employees, or for selected individual Employees as well as Employees that are members of specific Departments and Locations. This permission is also needed to export time sheets to QuickBooks.

View Schedules - When checked the Employee can view schedules via the website for all Employees, or for selected individual Employees as well as Employees that are members of specific Departments and Locations.  

Edit Schedules - When checked the Employee can create new schedules and edit existing schedules via the website for all Employees, or for selected individual Employees as well as Employees that are members of specific Departments and Locations.  

View Reports - When checked the Employee can view reports via the website for all Employees, or for selected individual Employees as well as Employees that are members of specific Departments and Locations.  



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