The Security Users menu allows you to add, edit, and lock out security user accounts. Sample user groups would be employees, Wizard users and managers.

You can select which areas of the system an employee or user will be allowed access by assigning the appropriate Access Group.

The Restriction Group will define which departments, classes, facilities, Day Codes, positions etc. Both the Restriction Group and Access Group must be created first, then assigned the Security User Group.

 

To access the Security User setup:

▪Select the Config menu.

▪Select the Setup menu.

 

 

 

▪Select Security Users.

 

 

 

 

 

Create New User

 

▪Click on Plus icon.

 

 

Your new account will appear at the bottom of the page. Type in the applicable information.

▪Click on drop-down arrow to make selections for available fields.

▪Click Save when completed.

 

 

Clone New User

If the new user is going to have the same access and restriction group as an existing user, you can use the Clone function (recommended method).

Only the personal information will need to be changed.

 

Select the user you would like to clone.

 

▪Click on Clone icon.

 

Type in the new user’s name, add any other additional details (e.g., email address) to the appropriate column, and click Save.

 

 

Security User Field Descriptions

 

 

Super User

If this option is ticked, this user will have access to ALL employees within your facility regardless of the employee access restrictions you have defined.

 

Manager

If this option is ticked, this user will be included in the Link To Manager drop-down menu allowing an employee to be linked to this Security User (manager).

 

Password

This field is not a user definable field. A password can only be assigned by setting a default password (please see Logins & Passwords), or by resetting the user's current password.

 

Security Access Group

Assign the user to one of your pre-defined Security Access Groups.

 

▪Click on the empty line until the drop-down option appears.

▪Click on the drop-down arrow to select a Security Access Group for this user from the list.

 

You have the option of viewing the details of the Security Access Groups by clicking on the Show Me button, even if this field is still empty. The Security Access Groups menu will then appear, highlighting the selected group.

 

Security Restriction Group

Assign the user to one of your pre-defined Security Restriction Groups.

 

▪Click on the empty line until the drop-down option appears.

▪Click on the drop-down arrow to select a Security Restriction Group for this user from the list.

 

You have the option of viewing the details of the Security Restriction Groups by clicking on the Show Me button/ The Security Restriction Groups menu will then appear, highlighting the selected group.

 

IP Restriction

Assign the user to one of your pre-defined IP Security Access Groups if applicable.

 

▪Click on the empty line until the drop-down option appears.

▪Click on the drop-down arrow to select an IP Security Access Group for this user from the list.

 

You have the option of viewing the details of the IP Security Access Groups by clicking on the Show Me button, even if this field is still empty.

 

Time Shift / Time Zone

Please see Security User Time Zone Setup for further information.

 

Email

Enter the user's email address here. Email is a recommended field as it is used to alert the user/employee of a password reset, to send a payroll file as an attachment, for supervisor notification of Time Off Request and much more. If using the Two-factor Authentication the email field should be populated to allow the manager to receive verification codes by email.

 

Proxy User / Proxy Expiry

Please see Proxy Users for further information.

 

IP Restriction

Assign the user to one of your pre-defined IP Security Access Groups if applicable.

 

▪Click on the empty line until the drop-down option appears.

▪Click on the drop-down arrow to select an IP Security Access Group for this user from the list.

 

You have the option of viewing the details of the IP Security Access Groups by clicking on the box icon (Show Me below) even if this field is still empty.

 

Telephone

If using the Two-factor Authentication the Telephone field should be populated to allow the manager to receive verification codes by either a text message or a phone call.

 

Two-factor Authentication by

If using the Two-factor Authentication select the send method default for this manager. Click on the drop-down and select from the list.

 

 

 

Password Changes

If a user forgets their password or needs it reset, you can reset it with the detail button located to the left of the password field.

▪Click Click on the Detail button.

 

 

This will open the Password options window. Notice you may also do other Password managing actions.

▪Click on the Trash Can. (Reset Password).

 

 

▪Click Yes to continue.

 

If the user has an email address in the email column, they will receive their new password via email.

 

If there is no email present, the system will warn you.

Click No to return to the Password window. Close the Password window and populate the email address.

Click Yes to continue.

 

The new password will be displayed on the screen. This should be written down and provided to the user.

 

You can turn on the User must change password at next login option to have the user change their temporary password.

The Allow user to change password must also be turned on, or they will be unable to make the change.

 

 

 

 

Locking / Unlocking Accounts

An account is locked when the check mark is present and unlocked without a check mark.

 

Unlocking

If a user mistakenly locked their account, or if the user is coming back from a leave during which their account was locked there will be a check mark in the Locked field for their account.

To unlock their account, remove the check mark from the Locked column.

▪Click on the check box. (the check mark will be removed)

▪Click Save.

 

 

 

 

Locking

If a User has left the facility and should no longer have access to their account, you can lock their account by adding the check mark to the lock column.

This will prevent the User from logging in. Click the check box to tick on and click Save.

 

 

Show Locked and Expired Accounts

You may filter the Security User list to show only Locked or Show only Expired Accounts.

Click to filter option. Remember to unclick to remove the filter.

 

Security Access Groups

Please submit a ticket to the StaffScheduleCare Client Care Team if you are looking to add or edit Security Access Groups.

 

Security Restriction Groups

You can access this menu by navigating to:  Config / Security / Security Restriction Groups. (See Security Restriction Setup)

 

 

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