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Security/Login > Default Profile Templates for Employee Portal Access

There are cases where we do not want field team members to have access to time entry etc but the default profile is an all or nothing setting. So, any new hires need to be set up individually. If there was a way to set a template for employees we could manage access on a more granular level.

  • James Fencil
  • Apr 7 2021
  • Future consideration
Company Morgan-Keller Construction
Job Title / Role Application Support Analyist
I need it... 1 month
  • Attach files
  • Admin
    Mark Cadman commented
    April 12, 2021 17:00

    Hi James,

    Your company routes current employees through the Onboarding process when they are promoted?

    Thank you

  • James Fencil commented
    April 09, 2021 11:06

    They could be defaulted based on their starting position. If they got promoted there may be a chance that their permissions would change and would need to be updated by an Onboarding or Security Admin.

    James Fencil
    Applications Support Analyst
    Phone: 1(301)663-0626, 263
    70 Thomas Johnson Drive, Suite 200
    Frederick, MD
    21702
    jfencil@morgankeller.com
    Our Reputation Is Building Every Day

  • Admin
    Mark Cadman commented
    April 08, 2021 18:25

    Hi James,

    Would these ever need to be changed by the Onboarding Admins? Or could they always be defaulted based on the Onboarding Profile for those new hires?

    Thanks!

  • James Fencil commented
    April 08, 2021 11:26

    Mark yes that would be the best place to implement this feature.

    James Fencil
    Applications Support Analyst
    Phone: 1(301)663-0626, 263
    70 Thomas Johnson Drive, Suite 200
    Frederick, MD
    21702
    jfencil@morgankeller.com
    Our Reputation Is Building Every Day

  • Admin
    Mark Cadman commented
    April 07, 2021 17:39

    Hi James,

    Are you using our Onboarding module? Are you thinking that this "template" could be selected when the new hire is initialized?

    Thanks!

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