Two Types of Control Panel Access:
  1. Manager Assignment: If the user is defined as a Manager, they will be given a Managment Acess for their position and “My Employees” Access to all of their subordinate positions shown on the Organizational Chart. My Employees is a tool for managers to see their subordinates’ Processes, review completed work, and ensure training. For more on “My Employees, see the My Employees section of this manual.
  2. Staff Assignment: If the user is defined as Staff/not a manager, they will be given “My Processes” access for their position only. They will not see a box called My Employees on their Dashboard. If a user fills more than one position on the Organization Chart, be sure to create My Positions access for each position they fill.
  1. Click the My Positions edit pencil next to the User in the User List (under User Accounts). 

  2. Select the position from the Organizational Chart for the user.
  3. Define the user as a Manager or Staff by clicking the appropriate button on the screen. If the user is a Manager (a position that manages other employees), click the Manager button. If the user is a Staff member (not a manager of other employees), click the Staff button. Then click “Update.”

    Note: The Position access selected will then be designated with the color of the access given.

  4. To give users access to multiple positions, simply repeat the assignment process for every position the user fills. When you are finished assigning the control panel, click “Done.”

Continue below for additional resources: