"Success Center" is a menu accessible to Administrators that provides links to supplemental resources, helps you contact your primary Arcoro contact(s) such as your account manager, informs you of recent/upcoming events, and more. As Success Center is only available to administrators, a user must be set up as an Administrator in all available Arcoro modules to access Success Center.
Success Center is currently accessible from ExakTime, Core HR, ATS, LMS, and Performance modules, with Onboarding coming soon. If a user is an Administrator in all their available Arcoro modules, they can see and click the Success Center button. If a user is not an Administrator in all available Arcoro modules, the Success Center button will not be visible.
To ensure a user can access Success Center, expand the sections below for steps to enable the setting(s) in our Arcoro module(s) that will qualify the user as an Administrator.
This article assumes the user has already been added and set up in your Arcoro module(s). For information on how to add an Administrator to any Arcoro module, refer to our dedicated article here.
Keep in mind that by making them an Administrator using the default roles and settings, the user will have high-level access to the respective Arcoro module.
For a user to be considered an "Administrator" of Core HR for Success Center, they must:
- Have an employee status of "Full Time" or "Part Time". Using any other status, including blank, will not qualify them as an "Administrator" for Success Center.
- Have "This is an Active Administrator" enabled.
- Search for the user.
- Go to Employee and click Demographic Info.
- Click the Employee tab.
- Set Employee Status to "Full Time" or "Part Time". You may need to complete other required fields depending on the employee's status. Save your changes, if any.
- Using any other status, including blank, will not qualify them as an "Administrator" for Success Center.
- Go to Utilities and click General.
- Click . If they are not set as an Administrator, they will not be listed in the "Administrators" menu.
- A confirmation window should appear. Click .
- A success message will appear that the employee is configured as an Administrator.
- Expand Setup and click Administrators from the menu.
- Be sure your Admin Status filter is set to "All" so you can see both active and inactive Administrators. When a user is initially set as an Administrator via clicking "Set Employee as Administrator", they will be an Inactive admin by default.
- Click the Administrator’s name to be configured.
- The only required setting to be considered an Administrator for Success Center is to enable "This is an active Administrator - employee can log into Administration Portal".
- Click Save Settings when finished.
- Go to Manage in the Menu bar and click Employees.
- Click the blue pencil to the left of an existing Employee's name.
- Scroll down toward the Security Roles section and select the default "Administrator" role for the ExakTime Connect Security Role with the drop-down menu. Using any other security role will not count as an ExakTime Administrator.
- Click Save when finished.
- Click Administration from the top menu bar.
- Click User Maintenance from the list on the left-hand side.
- Click the pencil icon (
) to edit the existing user.
- A menu should appear like below.
- Scroll down towards "Select User Roles" and enable the default "System Administrator" role.
- We recommend only assigning a single user role to a user. If multiple user roles are selected, the lowest possible permissions level will be used and override other permissions.
- Click Save Changes when done.
- Click Account Admin
- You should see the People page initially.
-
Click Edit for the employee to view their profile.
- The Details tab should be the initial tab you see when viewing the employee profile. Click the Roles tab.
- Enable the following roles for the user:
- Training Admin and/or LMS Administrator
- Evaluation Admin
- Click Save when finished.