Access to the system is determined by the user's roles and permissions. If you have added a new starter and need to give them the same permissions as another employee that is already set up on the system, you can follow the steps below to complete this.
Assign the same roles
You will need to look at the employee that is already correctly set up to see which roles they have and then assign them to the other user.
Search for the employee that is already correctly set up and go to their profile.
Click Security, then Roles.
Look at the roles that are enabled. These will be highlighted in blue. You do not need to make any changes here, just take a note of which roles are added.
Search for the other employee and go to their profile.
Click Security, then Roles.
Enable the same roles by clicking on them so that they are highlighted in blue.
To make sure the changes pull through, you can also run a batch update.
Once this is done, ask the employee to log in to verify they have the correct access. You can also temp cover as them to verify this from your end, but please keep in mind that some menus will not be visible while temp covering. To be sure, please check with the employee first.
Assign the same permissions
Search for the employee that is already correctly set up and go to their profile.
Click Security, then Permissions.
Look at the permissions added in the Permissions for this Employment area. You do not need to make any changes here, just take a note of which permissions are added.
Search for the other employee and go to their profile.
Click Security, then Permissions.
Click Edit Employee Permissions.
Search for each permissions and enable it.
Click Save.
Both users are in the same post
If the employee you need to set up is in the same post as the one that's correctly set up, you can assign roles and permissions on the post and these will pull through to all employees in the post.
Go to the employee and click Employment.
Click Position, then Post Details.
Click Security, then Roles.
Click Edit and add the roles that all employees in this post should have.
Click Close.