How Do I Update Staff Roles – Tempora Knowledge Base

Access in Tempora is provided by permissions, multiple permissions are grouped into roles which can be assigned to staff members. Roles will often focus on providing access to a group of features in Tempora such as holiday, Time entry or reports. This guide will show you how to provide staff members with additional roles.

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Index
How Do I Update Staff Roles
Page Glossary (A list of all fields with descriptions)

Click Admin > User Accounts > Staff > (Staff Members Name) > Roles > (Company name)
Add a tick next to any role you would like to provide this user. Please note you will only be able to assign roles that you have assigned to your account.

the guide below provides a quick explanation of what functionality each role provides

Permissions & Roles In Tempora
Click Save to commit these changes.

Page Glossary

Please note that most companies use a _Custom admin role. This role contains all of the permissions that an administrator will need, this allows you to set a single role to set a user's account as an administrator.

Company
If you have multiple companies in Tempora you can assign this role to users in other companies. This is often used to allow admins to access more than one company, or to make reports available to a user in another company.

Select All
Clicking this button will select all users so the role can be assigned to all staff.

Staff checkboxes
Adding a tick to a checkbox will assign this role to the staff member, removing a tick will remove the role from this staff member's account.

Role	Permissions Granted
Account Manager	Grants access to jobs, time records, client reports and purchase reports.
Bill Final	Grants the ability to finalise invoices.
Billing	Grants access to fee schedules, income, sales invoices, discounts and time selling rates.
Billing Supervisor	Grants enhanced billing permissions.
Client Structure Administrator	Grants the ability to add, delete or modify clients, projects and activities.
Client Structure View	Grants read-only access to the client structure.
Company Administrator	Grants the ability to add, delete and modify calendars, departments, report filters, roles, schedules, suppliers and VAT rates.
Company Staff Administrator	Grants the ability to amend staff details and their Prompt configuration.
Company Static Data	Grants the ability to add, delete and modify departments, job titles and report filters.
Company View	Grants read-only access to calendars, departments and job titles.
Cost Schedules	Grants the ability to configure cost schedules and client cost schedules.
Department Holiday entitlement	Grants the ability to allocate holiday entitlement to staff members.
Export Data	Grants the ability to perform any export under Reports > Export.
Financial Controller	Grants the ability to add, delete and modify fee schedules, income, discounts and time selling rates. Also grants access to client reports and sales/purchase reports.
Holiday Administrator	Grants the ability to configure the holiday add-on.
Holiday Approve	Grants the ability to approve staff members’ holiday requests. The names of these staff members can be specified on the Delegates page.
Holiday Company Approve	Grants the ability to approve holiday requests from anyone in the company (except their own holiday requests).
Holiday Department Approve	Grants the ability to approve holiday requests from anyone in the same department (except their own holiday requests).
Holiday Notification	Grants the ability to receive email notifications for staff members’ holiday requests. The names of these staff members can be specified on the Delegates page.
Holiday Notification for Company	Grants the ability to receive email notifications for holiday requests from anyone in the company (except their own holiday requests).
Holiday Notification for Dept	Grants the ability to receive email notifications for holiday requests from anyone in the same department (except their own holiday requests).
Holiday Req/Cancel for Company	Grants the ability to request/cancel holidays on behalf of anyone in the company.
Holiday Req/Cancel for Department	Grants the ability to request/cancel holidays on behalf of anyone in the same department.
Holiday Request/Cancel	Grants the ability to request/cancel holidays for oneself and on behalf of other staff members. The names of these staff members can be specified on the Delegates page.
Holiday Supervisor	Grants the ability to override rules relating to holiday requests.
Import Data	Grants the ability to perform any import under Reports > Import.
Job Buyer	Grants access to job estimates, purchase orders and supplier invoices.
Job Maintenance	Grants access to job estimates and purchase order reconciliation.
Job Reporting	Grants access to all job reporting options.
Job Supervisor	Grants the ability to add, delete and modify jobs and estimates.
Purchases	Grants the ability to add, delete and modify purchase orders and supplier invoices.
Reports Admin	Grants the ability to view all reports under Reports > Admin Reports.
Reports Audit	Grants the ability to view all reports under Reports > Audit Reports.
Reports Client	Grants the ability to view all reports under Reports > Client Reports.
Reports Department	Grants the ability to view all reports under Reports > Department Reports.
Reports Organisation	Grants the ability to view all reports under Reports > Organisation Reports.
Reports Permission	Grants the ability to view all reports under Reports > Permission Reports.
Reports Personnel	Grants the ability to view all reports under Reports > Personnel Reports.
Reports Salary	Grants the ability to view all reports under Reports > Salary Reports.
Reports Sales / Purchase	Grants the ability to view all reports under Reports > Sales / Purchase Reports.
Sick Recording for Company	Grants the ability to record sickness for anyone in the company (except their own sickness).
Sick Recording for Department	Grants the ability to record sickness for anyone in the same department (except their own sickness).
Sickness Administrator	Grants the ability to configure the sickness settings.
Sickness Recording	Grants the ability to record sickness for other staff members. The names of these staff members can be specified on the Delegates page.
Staff Administrator	Grants the ability to add/modify staff members and time approval groups.
Staff Rates	Grants the ability to view a staff member’s cost rate.
Staff View	Grants read-only access to staff details.
Time Entry (All Clients) Time Entry (Jobs) Time Entry (non-Job)	The three roles that should be granted to a user with unrestricted time recording privileges.
Time Entry (Departmental Clients) Time Entry (Jobs) Time Entry (non-Job)	The three roles that should be granted to a user with time recording privileges that are subject to department-wide restrictions.
Time Entry (Staff's own Clients) Time Entry (Jobs) Time Entry (non-Job)	The three roles that should be granted to a user with time recording privileges that are subject to individual restrictions.
Time Entry For Company	Grants the ability to record time on behalf of anyone in the company (except their own time).
Time Entry For Department	Grants the ability to record time on behalf of anyone in the same department (except their own time).
Time Entry Supervisor	Grants the ability to unposted timesheets.

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