Procedures

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Define a User’s CompanyNo(s), Branch(es), Job Role(s)

A User ID record, along with the User’s default Branch and Company is created by HR when the Employee is hired or added to the system.  This section explains how to further define the User’s profile such as specifying User Access to multiple Branches and / or Companies, in addition to specifying User job roles. This information is essential for ensuring the expected User Names display in drop-down lists on various forms in the system

For additional information regarding Job Roles within Q360, locations where Roles may be used, and instructions for assigning Role-based Quick Launch Toolbars, read User Job Roles

Assign Additional Companies, Branches and Job Roles

To configure Branches and Roles for a User, complete the following steps:

1. Go to Maintenance > User Maintenance and open the User record
2. Click the Permissions tab
3. Click the EDIT icon
4. Add additional Company Access on the Company Access sub tab.  Add additional Branch Access on the Branch Access sub tab.  Add additional Job Roles on the Job Roles sub tab.  Note:  Do NOT change default Branch or Company in this manner.  Default Branch and Company should be changed ONLY on the HR Menu > Employee > Employee form
5. Check the corresponding boxes in the Job Roles, Branch Access and / or Company Access grids you want to assign for the User
6. Click the Save icon