Configure employee access to rotas

You can configure access to rotas for individual employees by region or store. After configuration, employees must sign out and back into the system to view and access the rota options.

View configured rota access

To view existing rota access, go to System Tools > Utilities > Apps > Store Access and select an employee’s name from the list.

A list displays showing the employee's current rota access. To edit an entry, select its row.

Configure access by region

  1. Go to System Tools > Utilities > Apps > Store Access.

  2. Select Create New from Region.

  3. Complete the Rota Access screen, using this table as a guide:

    Field Description
    Employee Select the employee from the list.
    Region Select the region from the list.
    Rover
    Select this option to give the employee automatic access to the new region. On the Rota screen, the letter (R) displays next to employees who are rovers.
     
    Default
    Select this option to allow the employee to see this region when accessing the Rota module. Each employee must have at least one default region.
    Update Select this option to give the employee admin access to rotas for this region or leave deselected to give the employee read-only access.

  1. Select Save.

Configure rota access by Store

  1. Go to System Tools > Utilities > Apps > Store Access.

  2. Select Create New from Store.

  3. Complete the Rota Access screen, using this table as a guide:

    Field Description
    Employee Select the employee from the list.
    Store Select the store from the list.
    Rover
    Select this option to give the employee automatic access to any new store in the region.
    On the Rota screen, the letter R displays next to employees who are rovers.
    Base
    Select this option if the employee is based at this store. Each employee must have at least one base store.
    Default
    Select this option if you want the employee to see this store when accessing the Rota module. Each employee must have at least one default store.

     

    Leaving this checkbox deselected gives the employee read-only access.

  1. Select Save.