Two Types of Control Panel Access:

  1. Manager Assignment: If the user is defined as a Manager, they will be given a Control Panel for their position and Management Review Access to all of their subordinate positions shown on the Organizational Chart. Management Review is a tool for managers to see their subordinate’s Control Panels, review completed work, and ensure training. For more on Management Review, see the Management Review section of this manual.
  2. Staff Assignment: If the user is defined as Staff, they will be given a Control Panel for their position only. They will not see a box called Management Review on their Dashboard. If a user fills more than one position on the Organization Chart, be sure to create Control Panels access for each position they fill.
  1. Click the Control Panel edit pencil next to the User in the User List (under User Accounts). 
    Note: It is best to assign a Control Panel to the Account Administrator first, (the Account Administrator is the first user on the user list and is designated with a blue key next to their name). Then assign a Control Panel to each of the remaining users on the list.
  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 control panel access selected will then be designated with the color of the access given.

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

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