Access to various functions within PeopleWerksHR is controlled first by security groups within your local active directory, and then secondly with granular permissions maintained within PeopleWerksHR for each user. This allows your organization to specifically assign who has the ability to add/edit various data elements.
To add a new user there are three things to do:
- The user’s computer will need the FileMaker software installed if it is not already there. If you need to purchase an additional FileMaker license, contact your PeopleWerksHR support person.
- In the User Management area of PeopleWerksHR, you need to select the name of the person and click on the the Edit access icon to change the user’s access level to the required security group, make sure that the System ID is correct for the login, and make any changes needed to the detail permissions.
- Let your tech person know to set the user up in the Active Directory with the same Access Level. The System ID and the Access Level in PeopleWerksHR must match the data set up in the Active Directory. If not, the user will receive an error message upon logging in.
There are options to add limitations for accessing only certain departments or buildings, too. If there are not to be any limitations, do not select any of the options.
If you update permissions for a user, that user must log out and log back in to pick up the permission settings.