User Access Control via Linked Employee Record

Overview

It is best practice to link your main application Users to their employee records. The benefits are as follow:

• It allows restriction to their own employee record when relevant settings are applied (note: it is only a restriction of the record, it doesn't change the User access);
• It allows the User to have one username and password for both applications (main application and eSS);
• It disables eSS access when the User record is terminated.

Important: If the User has the 'AccountAdmin' role they will be able to alter this setting on their own User profile. .

To link an existing user profile to an existing employee record:

1. Click on Settings
2. Click on Usernames and Passwords
3. Select the user (1)
4. Click the Access Control tab (2)
5. Click the Linked Record tab (3)
6. Click the Edit button
7. Search the Employee record (4)
8. If applicable, tick the Restrict access to Profile checkbox. This will restrict the User from accessing their own Employee record, unless they have the AccountAdmin Role. (5)
9. Click the Update button (6)
   
   

To allow the User to login to eSS and access their Employee Record as an employee, you will need to ensure you have provisioned them with the eSS Employee Role and any other applicable eSS Roles. 

1. Click on Settings
2. Click on Usernames and Passwords
3. Select the user
4. Click the Access Control tab
5. Click the Roles tab
6. Click the Edit button
7. Select the applicable eSS Roles
8. Click the Update button