User access rights is used to set up and define the access permissions of the different modules of WorkBookone of four combination controls on what groups of people, or individual users can access in WorkBook.
This method relates to the modules and buttons you can see in WorkBook, whereas /wiki/spaces/TGKB/pages/1884979201, client access and job access settings can be used to create profiles around what data you can access.
Access rights are created in the settings module and can only be managed by system administrators, within each agency.
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There is now an access rights panel displayed on your screen
Ensure you have the auto refresh on navigation checkbox ticked
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This enables you to With this checkbox ticked, as you click though the different modules and the menu will change, allowing you to view, give & revoke access rights to that particular area of Workbook
In the example below, we are in the resources module > employee settings grid
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Also, as you hover over the different menu items, they area of WorkBook will be highlighted blue so you can see what area you are updating the access rights for
In the below example, we have selected the employee settings grid in the menu and it’s highlighting the area this applies to
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The arrows next the menu names indicate:
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Select the current page tab - here you will see all your access rights roles and three columns:
Full access - gives the access role full access to that area of WorkBook
Read only - gives a view only access, the user will not be able to click any icons etc.
No access - gives the access role no access to that area
Review each access role and apply a tick in the checkbox that applies
Click ok
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Some areas (not all) will provide a tab called extended access. This refers to additional items in that area that can have access rights applied, usually . Usually buttons, drop down menus etc.
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If giving access to the finance & administration module or you require users an access role to create employees, besides giving access via this process you will also need to ensure that the employee has been granted access in company access settings.
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