Assigning Users to Supervisors

Users are assigned to a supervisor user from the main "User Security" screen.

1. Click on the main "Admin" tab, and then on the "User Security" link located under the System Tools section of the screen.
2. The Active Users section displays each user that has been entered into the system. Browse to the desired Supervisor user, or perform a Search in the section above. The setting in the User Name column is a link. Click on the desired user. The user's detail screen opens.
3. The Assigned Employees section appears directly above the "Permissions" section of the screen. Click on the  icon to maximize this section.

4. Employees can be assigned by department, supervisor or on an individual basis.

• The Departments field allows you to assign employees to a supervisor based on the department level that they are assigned to. Click on the  icon next to the Show Departments heading. Click on each department in the tree-directory that you would like to assign to this user. Each employee assigned to any of the selected departments is now displayed in the Current Assigned Employees box to the right.
• The Supervisor box allows you to assign employees based on the supervisors that they are assigned to. Each employee that is specified as a "Supervisor" in the system is displayed in the Unassigned box. Select the desired supervisors and click on the  icon. The selected supervisors are moved to the Assigned box. Each employee assigned to any of the displayed supervisors is now displayed in the Current Assigned Employees box to the right.

• The Other Employees box allows you to assign or restrict employees individually. Settings in this section of the screen will override anything specified above. Select the desired employees from the All Employees box. To filter this list of employees by the first letter of their last name, click on the desired letter at the bottom of the box. Click on either the  icon to restrict employees and remove them from the Current Assigned Employees section of the screen, or the  icon to assign the employees to the supervisor.

5. Once you have finished assigning employees to this supervisor user, click on the [UPDATE] icon to save the changes that you have made.