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Guide to ExakTime Connect Security Roles Menu

Security Roles are used in ExakTime Connect to determine what an employee can do within the website. This can range from:

  • Administrators with unrestricted access.
  • Employees limited to viewing and approving their own time card only.
  • Custom roles for supervisors, bookkeepers, etc., to access specific pages or 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 may need to refresh their browser or sign out and sign back in to ExakTime Connect to see the latest changes.

Table of Contents

Navigating to Security Roles
  • Go to Manage in the Menu Bar and click Security Roles.

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  • Click the ExakTime Connect tab.

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Understanding Security Roles Page

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  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

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

There are 3 default roles for ExakTime Connect:

  • Administrator - Given full access to the website and their permissions cannot be changed.
  • Employee -  Given limited access to the website, but their permissions can be changed.
  • No Access - No power and cannot access ExakTime Connect. 

Permissions Tab

The ExakTime Connect permissions will determine what an employee is able to view and do in ExakTime Connect.

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

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Employee Members Tab

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The employee member's tab will show columns for:

  • In Role - The checkboxes can indicate if the employee has the 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
  • Web - If the employee already has access to ExakTime Connect. If they do not already have access, you will need to enter an email and username for the employee.
  • Security Role - The security role that the employee currently has. 

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

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