Security Roles are used by ExakTime Mobile to determine what an employee can do within the mobile app. This can range from:

• Administrators with unrestricted access.
• Supervisors to clock in/out for other employees, review other employee time cards, etc.
• Employees limited to clocking in/out and reviewing their time card.
• Custom roles for specific users to complete their tasks.

An employee can only have one security role assigned, and adjusting that role will affect all users with that role. After a role has been adjusted, users with that role will need to sync their copies of ExakTime Mobile, then log out and back in to see the new changes.

Every ExakTime Mobile security role allows employees to clock in/out for themselves on ExakTime Mobile by default, which cannot be taken away.

Table of Contents

• Understanding Security Roles Page
• Security Roles
• Permissions
• Employee Members

Understanding Security Roles Page

1. ExakTime Mobile/ExakTime Connect Tabs - View and adjust Security Roles for ExakTime Mobile or ExakTime Connect.
2. Add Security Role
3. Security Roles - The security roles that will grant employees any given permissions.
4. Role Name – Name of the security role. The field can be used to edit the name of a Non-Default role. 
5. Permissions Tab - Permissions for the selected Security Role.
6. Employee Members Tab - A list of all employees with checkboxes to indicate if they belong or should have the security role. Can also be used to assign a security role to an employee. For more information, refer to the appropriate section.
7. Permissions/Employee Members – A list of permissions of all available permissions for a Security Role or employee members, depending on the tab selected.

Security Roles

New security roles can be created with the Add Security Role button.

There are 4 default roles for ExakTime Mobile.

• Administrator - Provides almost all available permissions for ExakTime Mobile and their permissions cannot be changed (the GeoTrakker permission cannot be enabled for an Administrator). This role is generally intended for ExakTime admins such as an office manager, accountants, etc., to use and better understand its functionality.
• Supervisor - Limited permissions in ExakTime Mobile by default, but more than an Employee security role. The permissions can be adjusted to offer more/less functionality. This role is generally intended for employees who manage others.
• Employee - Limited permissions in ExakTime Mobile by default. The permissions can be adjusted to offer more/less functionality.
• No Access - Has no permissions enabled and cannot access ExakTime Mobile. This role is generally the default security role for new employees.

Permissions Tab

The ExakTime Mobile permissions will determine what an employee can view and do in ExakTime Mobile. To ensure basic functionality, all employees with any ExakTime Mobile Security Role will be able to clock in/out for themselves, and this ability cannot be taken away.

Learn more about ExakTime Connect permissions from our dedicated article here.

Employee Members Tab

The employee member's tab will list your employees so you can quickly view your employee's security role and assign the currently selected ExakTime Mobile security role. If an employee does not have a PIN when assigning a security role, you will be prompted to enter one.

• In Role - The checkboxes indicate if the employee has the currently selected Security Role assigned and can be used to assign/unassign the Security Role to the employee.
• Active - If the employee is active in ExakTime.
• ID
• Name
• Mobile - If the employee already has access to ExakTime Mobile. If an employee does not have a PIN when assigning a security role, you will be prompted to enter one. 
• Security Role - The employee's current security role. 

You can learn more about assigning security roles from dedicated article here.