Role Security and the Employee Card

A user's security role determines how much information the user sees on the employee card for an employee.

The employee card allows you to easily view employee information when you are in various applications throughout DPS without having to leave the application to open the Employees hub. For more information about the employee card see Employee Card.

Record Access Security

On the Record Access tab in Settings > Security > Roles, the entry that you make in the Record Level View field in the Application Record Access grid for the Employees application determines the information that members of a role can see on the employee card for an employee.

Members of a role will see:

• All possible information that is viewable on the employee card for the employees that you specify in the Record Level View field.
• Limited information on the employee card for the employees who are not specified in the Record Level View field:
• The employee's name and organization (if you use organizations) display on the employee card.
• The Profile tab displays limited information: the employee's full name, email address, labor category, hours per day, and utilization target.

Other Security That Affects the Employee Card

Access Rights to Menu Items

On the employee card, an Actions drop-down menu lets you open the Employees hub or Resource View if your security role gives you access to these applications. Access rights to applications (menu items) are entered on the General tab of the Roles form in Security > Roles.

When you open the employee card from Timesheet, Expense Report, Resource View, or Project View, you can open the Employees hub from the Actions menu if your role gives you access rights to the Employees hub.

When you open the employee card from Project View and the Projects hub (in plan mode), you can open Resource View from the Actions menu if your role gives you access rights to Resource View.

Field-Level Security

In Screen Designer, you can specify the fields in the Employees hub that you want to hide from users based on their security role. The Employees hub fields that you hide are also hidden on the employee card.