Assign the Authorization Roles

At least one of the following standard roles (or their equivalent replicated roles) is required to view the Current Staffing Overview.

• SS Administrator (view the CSO and configure the settings)
• SS Staffer (view the CSO and send staffing request messages via the Broadcast feature)
• SS Supervisor (view the CSO)

  Note: The ability to view the CSO does not necessarily give the ability to add, edit, or delete schedules or calendars. These actions are controlled by other roles and data access not specific to CSO functionality.

To assign a CSO authorization role, complete the following steps.

1. Navigate to the Employee section.
2. Search for and open the desired employee.
3. Under Employee Sections, click Roles.
4. Under Role Actions, click Add.
5. Click in the Authorization Role Code field and select the appropriate role from the Field Look Up Values list.
   • SS Administrator
   • SS Staffer
   • SS Supervisor
6. Click Save.
7. Under Role Assignment Sections, click Data Access and then Add Org Unit Access.
8. Select the highest-level organization unit that the manager has access to, and then click Save.
9. Click Add Emp - Org Unit Access.
10. Select the highest-level organization unit that the manager has access to, and then click Save.
11. Continue adding the needed data access for any remaining access buttons, such as Add PayCode - Org Unit Access.