Team security

Team security level determines which users are authorized to view information for and about specified employees, such as timesheets. After users and employees have been created, you need to set up roles and teams.

Team security is set up hierarchically. The hierarchal relationships within the model are:

• The Security Model always starts at the top of the hierarchy, called the Root. If authorized, users who belong to the Root team can view employee information within the entire structure.
• Team users can view employees that reside on the user’s current team and downward. For example, a manager of a store can view all the employees that are assigned to his store. If any sub-stores, such as kiosk, exist further down in the hierarchy, the manager will also be able to view those employees.
• Team users cannot view employee information in other teams at the same level. For example, the manager of Store A cannot view the employees of Store B.

After you have set up the appropriate users, you can start setting up team-level security. The setup requires you to:

1. Create employee roles.
2. Create teams.
3. Assign users to teams and roles.
4. Assign employees to teams.