- Create User Roles .
- Set up Screen Permissions as well.
- Set up Control Permissions too.
- Click Save toolbar button.
- Open an existing employee with User Entity Type in Employees from Payroll module.
- Click User tab.
Enter Username in the text field.
Usename and Password will be prompted for new employee records. Once set, the Username field will be disabled and Password field will disappear. Password should also be masked.
To change user's password, it can be changed in Detail tab from User tab in Change Password panel.
- Select User Role from the dropdown.
- Select Default Security Policy from the dropdown.
- Set Rank on Payroll Details in Detail tab from Employees tab.
- Click Save toolbar button.
Check if the setup applied by logging in.
The ranking is the lower the number, the higher its rank. However, the employee rank '0' means it is a normal employee or staff. Those with high ranks will be able to see the lower ranking employee records or as set by their permissions
(Ex: A department supervisor shouldn't be able to see another supervisor's employees.)
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