Staff Management Configuration
How Do I Control Which Users Are Able to Access Staff Management?
Administrators
Note: You may only have access to maintain privileges if you are a SET-Works administrator.
The Staff Management feature of SET-Works is configured in the Maintain Privileges section of SET-Works. It is accessed by clicking the Staff Management icon:
in the top right menu of SET-Works. This article explains how to grant staff access to the Staff Management portion of SET-Works.
To access Staff Management configuration:
First, open the Maintain Privileges screen. To do so:
- Click on Settings
icon. - Click on the Provider Build tab.
- Click on the Maintain Privileges button.
Once you access the Maintain Privileges window:
- Click on the Global tab.
- View the privilege: Enable Staff Management (via the icon). This privilege determines whether users can view the Staff Management icon in their menu.
- Turn on or off for roles as desired by checking or unchecking the boxes to the right of the privilege description. This privilege can be set individually for each role, or universally by using the All Roles checkbox.
- Click on the Staff Management tab in the Maintain Privileges window.
- View the privilege: Is able to view own profile in Staff Management. This privilege determines whether users can access their Staff Management profile via the icon they can now view in their top right menu.
- Turn on or off for roles as desired by checking or unchecking the boxes to the right of the privilege description. This privilege can be set individually for each role, or universally by using the All Roles checkbox.
- View the remaining Staff Management privileges to control on a role-by-role basis each type of user's viewing/editing privileges for different elements of Staff Management.
Enable Staff Management (via the icon)
| Is able to view own profile in Staff Management. |
Settings that Control Visibility of Staff Management
Privileges:
Can see the Staff Availability tab in Staff Management.
Enable staff events
Enable staff files
Enable staff forms
Enable staff goals
Enable Staff Hierarchy Tab
Enable staff incidents
Enable Staff Notes
Enable Staff Pay Rates Tab
Enable staff task tab
Enable the staff management tab
| Is able to edit the Training/Certifications/Reviews section for own profile. |
| Is able to edit Custom Fields. |
Enable Staff Professional Goals.
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