HR Admin can add or edit individual user access rows by selecting the user's employment in the Employment Account Information section and clicking the Edit link in the Role and Access section below, provided the HR Admin has access to the same POID and Agency Subelement Code combination as the user to whom they are adding or editing access. For access involving different agencies or contractors with existing profiles, Help Desk support is required.
Add Access
1. Search for the user's Profile, then scroll down to the Employment Account Information section and select the employment to which you are provisioning access:
Note: The Edit link in the Role and Access section will be greyed out until you select an employment.
2. Scroll to the Role and Access section and click Edit within that section.
3. Select the user’s role within the system from the Role dropdown, e.g. HR Transfer:
4. Empty access rows will appear in the Assign Access Rights section once you select a role:
5. Scroll to the right within the section to view all options.
6. Fill in at least the POID and Agency sublement fields (you can add additional codes or limit access as needed):
7. The Effective from field will default to the current date but can be updated to a different date when applicable.
8. Click the file icon located at the far-right end of the row to save the row.
Note: You must assign access rights when adding a role to an employment. You cannot save a role without access rights.
9. To add an additional line of access rights, click Add at the bottom of the section and a new row will appear at the bottom of the grid.
Note: You may need to scroll down to see the new role.
10. When you have finished adding access, click the blue Save button at the lower left of the access rows.
11. A confirmation message will display across the top of the User Profile screen:
Edit Access
You can change or delete access rows by following similar steps:
1. Search for the user's Profile, then scroll down to the Employment Account Information section and select the employment to which you are provisioning access:
Note: The Edit link in the Role and Access section will be greyed out until you select an employment.
2. Scroll to the Role and Access section and click Edit within that section.
Note: If you change the Role type, you will wipe out the associated access. If a user needs a new role, consider making an access template first. (See Create a New Access Templates for more information)
3. The access row fields will enable and allow you to edit their contents as needed:
4. You may also delete access rights by scrolling to the right of the row you wish to delete and clicking the Delete icon.
5. Once you have made your changes, click the file icon and then the blue Save button to save your changes.
6. A confirmation message will display across the top of the User Profile screen: