Understanding Security Roles

What are Security Roles?

Security Roles are used to control what an employee can do in the ExakTime Connect website and/or ExakTime Mobile smartphone app. This is done by creating a security role and assigning it to your employees as needed, allowing you to make security role adjustments for multiple employees quickly. 

Default Security Roles

By default, we have a few security roles already made so you are ready out of the box.

  • Go to Manage in the Menu Bar and click Security Roles to view the currently available security roles.

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  • You will initially see ExakTime Mobile security roles. We have included three security roles by default: Administrator, Supervisor, and Employee. Administrators have unrestricted access to ExakTime Mobile and Employees have no permissions initially. Supervisors sit in the middle with some permissions enabled.

    Understanding_Security_Roles__214213637__Exaktime_Mobile_Security_Roles_EC_Edit.png

  • Clicking the ExakTime Connect tab lets you see the two default roles for ExakTime Connect, Administrator and Employee. Administrators will access to ExakTime Connect with no restrictions, while Employee will only have permission to view their own time card by default.

    Understanding_Security_Roles__214213637__Security_Roles_-_ExakTime_Connect_-_Roles.png

Adding/Editing a Security Role

If our default security roles do not fit the needs of an employee, you can edit any current security roles or create new ones.

Adding/Editing a Security Role for ExakTime Connect

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

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  2. Click ExakTime Connect.

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  3. Select the security role to edit from the list on the left-hand side if it already exists, or click Add Security Role and give your new security role a name. (NOTE: The Administrator role can never be modified.)

    Understanding_Security_Roles__214213637__Security_Roles_-_ExakTime_Connect_-_Roles.png

  4. Enable the necessary permissions on the right-hand side. If you are unsure what a permission does or is used for, you can refer to the following article: ExakTime Connect Permissions And What They Do
  5. Press Save when finished.

If you need to assign an ExakTime Connect security role to an employee, you can refer to the following article: How to Assign ExakTime Connect Security Roles

Adding/Editing a Security Role for ExakTime Mobile

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

    Understanding_Security_Roles__214213637__Manage_-_Security_Roles.png

  2. Select the security role to edit from the list on the left-hand side if it already exists, or click Add Security Role and give your new security role a name.  (NOTE: The Administrator role can never be modified except for prompting a FaceFront photo or not.)

    Understanding_Security_Roles__214213637__Exaktime_Mobile_Security_Roles_EC_Edit.png

  3. Enable the necessary permissions on the right-hand side. If you are unsure what a permission does or is used for, you can refer to the following article: ExakTime Mobile Permissions And What They Do
  4. Press Save when finished.

If you need to assign an ExakTime Connect security role to an employee, you can refer to the following article: How to Assign ExakTime Mobile Security Roles

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