Select the Add Employee Access button to open a screen to add or deny access to individual employees. The Employee Search criteria is available to search for one or more employees using the Basic or Advanced search options.
- After entering values in the selected fields, click on the Search button. The results are listed below the search screen.
- By default, the boxes to the left of each record are checked to select all records. Additional searches with different filter options can be run to add to the selected record results set.
- To de-select one or more record, click on the box to the left of the record to remove the check mark. To de-select all records in a specific search result set, click on the box above the search results to remove all check marks.
- Select one of the employee records to load all the selected records.
All selected employee records are added to the Individual Employee Assignments list with a default access level of Grant.
To deny access to one or more employees, click on the expand arrow to open the record and change the Classification field to Deny. Denying access to selected employees on this screen will override access to those employees which is set up on the Add Emp - Org Unit Access screen.
The Add Emp - Org Access button opens a screen to add or deny access to employees in specific organization units for the user. For example, a user may be granted access to employees in all departments in a facility through the organization unit role. To remove access to employees of a single department, search for the department in this screen and set the access to Deny.
To grant access to a specific organization unit and all organization units below it, click on the Add Emp - Org Access button. Enter the values in the organization unit fields through that organization unit level. In the Classification field, select Grant from the drop down menu. The system allows Pass Through access for all parent structure levels above the Granted organization unit, so the user can retrieve the lower organization unit options. In the example to follow, the user is given Pass Through access to structure levels 1-5 so that he or she can access the Level 6 structure option of "Medical". Click on the Save button.
- To grant access to employees in all organization structure levels, click on the Add Emp - Org Access button, but do not enter information in any of the organization unit fields. Click on the Save button.
To remove access to employees from a single organization unit, click on the Add Emp - Org Access button and enter the values in the organization unit fields down to that organization unit level. In the Classification field, select Deny from the drop down menu. Click on the Save button.
To remove access from a single employee within an accessible organization unit, click on the Add Employee Access button. Search for the employee to remove access from and check the box to the left of the name to select him/her. In the Classification field, select Deny from the drop down menu. Click on the Save button.