Granting Manager Access
This knowledge center article will cover how to grant the manager profile access to allow them to perform basic functions for their employees. Examples of this can be approving employee timesheets, time-offs, time change requests, and likely more depending on how your company had Green Leaf implement the "Manager" types of security profiles and groups.
Please note that if you're not sure of the difference between Security profiles and groups, please review
this article.
Security Profile Access
To grant Security access, see the steps below. Note: Security profiles drive what an employee account can do in the system.
- Navigate to the Employee Information page by clicking into the hamburger menu located in the upper left-hand area > Team icon > My Team > Employee Information.
- On the Employee Information page, find the manager you would like to grant access to in the list of employees and click on the Employee Information icon (
) to navigate to the Employee's Profile.
-
In the employee's profile, locate the "Profiles" widget which will be located on the right-hand side of the page in either a collapsed or expanded position which is typically located in the main tab, but could be located in different tabs depending on your company configuration. If collapsed, then click the left-facing arrow to expand the widget. See the following as an example.
- In the "Simple Profiles" section, locate the "Security" field > either type or click on the browse icon to locate a "Manager" type of security profile.
- Once a "Manager" type of security profile is applied, click "SAVE" located in the upper-right hand area of the page.
- You're not finished just yet -- the next step is to assign manager groups that will grant access to what employee profiles the manager account will be able to view.
Assigning Managers
For Managers profiles, the standard is to use the "Managers" widget on the employee's profile which will allow the manager account to view the employee profile. The Manager fields can typically be used for workflow for timesheet, time off, and time change request approvals. To assign a manager account to view employee profiles, see the steps below. Note:
Groups drive individual manager access to specific employee profiles.
- Navigate to the Employee Information page by clicking into the hamburger menu located in the upper left-hand area > Team icon > My Team > Employee Information.
- To assign a manager to an employee, navigate to the employee's profile by clicking on the Employee Information icon (
- Locate the "Managers" widget, and either type to search for the manager or click on the browse icon. Note: the Managers widget may be in various employee profile tabs.
- Once a manager is assigned to an employee profile, the manager account will have the ability to view the employee's profile and approve items allocated to the manager fields.
You're all done, great work!
Related Articles
Granting Administrator Access
This knowledge center article will cover how to grant the administrator profile access to allow them to perform advanced functions for their employees. Examples of this can be approving employee timesheets, time-offs, time change requests, running ...Advanced Scheduling Admin and Manager Guide
Advanced Scheduler Overview Advanced Scheduling allows for automation of schedule creation by using Skills and Scheduled Cost Centers to determine where employees can work and what the employee can or will be doing for the scheduled shift. The goal ...Granting Employee Account Access to the System: General Information
This knowledge center article will cover information about how Security profiles and groups will function in the system to assist your company with understanding how to grant manager/administrator access. Both security profiles and groups MUST be ...System Access Prevents Adding Time
If a manager is receiving the error "system access prevents adding time" when trying to approve an employee's time off. It means the group permissions did not give the manager access. Please see the steps on the solution below. Go to: Company ...Multi-Client Access (MCA) Overview
Multi-Client Access or "MCA" is a term used when accounts have common ownership that would constitute all accounts to be accessed from a single sign-on and allows for reporting to be pulled across all entities at one time. Additional entities can be ...