Guide to ExakTime Mobile Security Roles

The ExakTime Mobile security role system in ExakTime Connect allows administrators of the system to give other employees access to various parts of the system. This, for example, is useful for allowing Supervisors to clock in for other employees or allow them to create new locations from the field within ExakTime Mobile.

Table of Contents

• Understanding Security Roles Page
• Security Roles
• Permissions
• Employee Members

Navigating to Security Roles

Go to Manage in the Menu Bar and click Security Roles.

Understanding Security Roles Page

1. ExakTime Mobile/ExakTime Connect Tabs - View and adjust Security Roles for ExakTime Mobile or ExakTime Connect.
2. Add Security Role
3. Security Roles - The security roles that will grant employees any given permissions.
4. Role Name – Name of the security role. The field can be used to edit the name of a Non-Default role. 
5. Permissions Tab - Permissions for the selected Security Role.
6. Employee Members Tab - A list of all employees with checkboxes to indicate if they belong or should have the security role. Can also be used to assign a security role to an employee. For more information, refer to the appropriate section.
7. Permissions/Employee Members – A list of permissions of all available permissions for a Security Role or employee members, depending on the tab selected.

Security Roles

New security roles can be created with the Add Security Role button.

There are 4 default roles for ExakTime Mobile.

• Administrator - Provides almost all available permissions for ExakTime Mobile and their permissions cannot be changed (the GeoTrakker permission cannot be enabled for an Administrator). Generally intended for ExakTime admins in the office such as an office manager, accountant, etc. 
• Supervisor - Limited permissions in ExakTime Mobile by default, but more than an Employee security role. The permissions can be adjusted. Generally intended for employees that manage others.
• Employee - Limited permissions in ExakTime Mobile by default. The permissions can be adjusted.
• No Access - Has no permissions enabled and cannot access ExakTime Mobile. This role is generally given to newly added employees. 

Permissions

The ExakTime Mobile permissions will determine what an employee is able to view and do in ExakTime Mobile.

For more information about ExakTime Mobile permissions, you can refer to the following article for additional information.

Employee Members

The employee member's tab will show columns for:

• In Role - The checkboxes can indicate if the employee has the Security Role assigned and can be used to assign/unassign the Security Role to the employee.
• Active - If the employee is active in ExakTime.
• ID
• Name
• Mobile - If the employee already has access to ExakTime Mobile. If they do not already have access, you will need to enter a PIN to the employee when assigning a security role. 
• Security Role - The security role that the employee currently has. 

For more instructions on assigning a security role through the Security Roles page, you can refer to the following article.