Embedded Files
Need to give an employee access to another site or change their access level from user to manager or vice versa? Just follow these steps:
If you are moving an employee, depending on your site configuration you may need to change both the employee's site access and their location. Site access is what sites they have access to, location is where their employee record is held - normally their main place of work.
Changing Employee Location
Changing Employee Location
If you are moving an employee, depending on your site configuration you may need to change the employee's location. Location is where their employee record is held - normally their main place of work.
Step 1
Step 1
From the site inbox page click the 'Switch to Manage Mode' button
Step 2
Step 2
Click 'All Employees' on the manage sidebar:
Step 3
Step 3
Find the person you're looking for and click on their name:
Step 4
Step 4
Hit 'Edit' button in the top right
Step 5
Step 5
Scroll to the Location section and move to your top / parent site.
Step 6
Step 6
Click Save at the bottom and click the edit button again.
Now move the employee to the correct location.
Step 7
Step 7
Then click 'Save employee' at the bottom of the page.
Editing Employee Access
Editing Employee Access
Step 1
Step 1
From the employee page scroll down to the site access section
Step 2
Step 2
Hit 'Edit' button
Step 3
Step 3
Authorisations & tags
Authorisations & tags
Grant the relevant authorisations or tags if the employee needs them (you can only configure this if you possess the tag yourself).
authorised/health - Assigning this tag to an employee will grant them authorisation to access sensitive health data (e.g., Health Surveillance corrective actions) for the employees they manage.
(By default, all sites will have the authorised/health tag that can be applied to an employee, but depending on your site configuration you may have more.)
Step 4
Step 4
Own employee record access
Own employee record access
Configure if this employee has the ability to manage their own record or not (by default, it is set to user)
user - Has the ability to fulfil employee-scoped tasks such as their own E-learning completion. Cannot open their own confidential tasks unless assigned.
manager - Has the ability to change their own requirements & deal with their own confidential tasks even when not assigned.
Step 5a
Step 5a
Site Access
Site Access
Choose which site you want the employee to access whether as a user or manager. You do this via the drop-down menu. To remove access select the ' - ' option.
Note: Granting user access automatically gives user access to assets so that employees can report defects and view asset documentation, as well as complete checklists if it is their responsibility.
Step 5b
Step 5b
(Only if multi-sited)
(Only if multi-sited)
If you have multiple sites you can jump up a level to give access higher up your organisational hierarchy. Just click on the double up arrows next to the site name to give access to other sites, regions or your entire organisation.
Tip: If you have multiple sites and want someone to access all of them, make them a manager at the top level, and the access will cascade down. You can do this at a regional level too if your organisation is structured that way.
Tip: If you have multiple sites and want someone to access all of them, make them a manager at the top level, and the access will cascade down. You can do this at a regional level too if your organisation is structured that way.
Step 6
Step 6
When done, make sure to click Apply changes
Remember, if you're giving a manager access to another site, they'll need to resubscribe to email notifications.
Remember, if you're giving a manager access to another site, they'll need to resubscribe to email notifications.
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