Procedures

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Define a User’s CompanyNo(s), Branch(es), Job Role(s)

A User ID record, along with the User’s default Branch and Company is created by HR when the Employee is hired or added to the system.  This section explains how to further define the User’s profile such as specifying User access to multiple Branches and / or Companies, in addition to specifying User job roles. This information is essential for ensuring the expected User Names display in drop-down lists on various forms in the system

For additional information regarding job roles within Q360, locations where roles may be used and instructions for assigning role-based Quick Launch Toolbars, read User Job Roles

Assign Branches and Job Roles

To configure branches and roles for a user, complete the following steps:

1. Go to Maintenance > User Maintenance and open the User ID record
2. Click the Roles / Branches tab
3. Click the Edit icon
4. Check the corresponding boxes in the Job Roles, Branch grids you want to assign for the User
5. Click the Save icon

Assign Companies

1. Go to Maintenance > User Maintenance and open the User ID record
2. Click the Company Access tab
3. Click the Edit icon
4. Checks the corresponding boxes in the Company Access grid you want to assign for the User
5. Click the Save icon