Users

Overview

The “Users” tab is where the software user logins, passwords, permissions, reports and schedule are all set for those accessing Staffing Complete. This is separate from the Remote Desktop Protocol (RDP) access. Though the usernames and passwords typically match for the first and second logins for ease of access, they’re not required to and don’t sync in any way. If you’re unsure of the modules or permissions to set you can hover over most permissions to see additional details, contact support for a training, or create a user with the permissions and modules you have in mind and log in as them to see what you can and can’t do.

Detail

The user accounts tab will display base information regarding the users with their login information, home office, check limits and last time they logged in. If a role has been assigned it will be displayed under the role column.

Open

The “General” tab displays what information is set for the user selected above. The username and password are what’s used for logging in, the full name is what’s displayed for displaying user related actions, the home office is the office they’ll default and possibly be restricted to, and the time zone is set for schedule related functionality. You can also set (1) a security code that will be required to be entered when cutting checks, (2) phone and email for contact information, (3) linked personnel in order to take advantage of time clock functionality, and (4) the role that’s set for the user. To the right on the general tab, you have user specific limits that can be set, such as limiting max check amount for processing and texting limits.

Open

The “Modules” tab are the modules that will be listed for the user when they log in. Any checked boxes will mean the relevant module will load with the permissions set on the rest of the tabs. Depending on the module, some permissions can be limited to just basic actions and viewing.

The “Permissions” tab houses multiple categories that apply to specific modules and processes. With most permissions, you can hover over the item to see a description of what it modifies and checking the box will grant the relevant permission. The items listed in red restrict rather than grant the ability to perform an action. Some permissions have a section to specify the Default permissions, Read only, or Hidden within that module. These permissions can be changed as needed, but the user would be required to log out of Staffing Complete and back in for the changes to take effect.

The “Defaults” tab is where you have the option to set what printers’ default to within specific modules. As this is set at the per user level, the user will need to have the printers installed correctly locally, and have the names match for the software to default as listed.

The “Reminders” tab allows you to view and modify the reminders currently set for the user. You can right click>add reminder or remove reminder for the selected user on their behalf.

The “Reports” tab controls what reports the user has access to. This is where you can add or remove relevant reports. You can right click>add to specify what reports you want to add on the report lookup screen. It will display the name, category of the report, if the report displays private (internal personnel) information, and a brief description of the report.

The “Schedule” tab allows you to specify when the user is listed to work, then, with the permissions, restrict the user to only be able to clock in during their schedule.

The “Remote Access” tab will list IP addresses that the user has accessed the software from and when. From here you have the option to only allow certain IP addresses by checking the only allow software access from the following white-listed IP addresses and clicking the check mark next to the allowed addresses.

The “Roles” tab allows you to specify specific permissions under the user accounts tab once, label it as a “Role, and apply that role to relevant users. This is extremely helpful when you have many users that have the same permissions. For example, if you have several Customer Service Representatives, you may want to set up a Customer Service Representative Role. As you are creating the individual users, you can then assign them the Customer Service Representative Role for all their permissions versus having to individually assign permissions to that user. You start this process by clicking insert, type the description for the role, select a color, and specify what modules the role will control. If a role controls a module the permissions are modified here, otherwise they’re modified under the user accounts tab. Once the role is created, select it under the users assign role drop down.