RSM InTime allows you to control which menu options are shown to Administrators and Consultants. The system allows you to set up 9 different role levels for Administrators and 9 for consultants. You can then assign each of your Administrators and Consultants to one of these role levels.
How do I set menu access for specific user roles?
- Above the menu bar, you will see then select Role Templates located in the SYSTEM section.
- From the Template list, select the template that you want to modify, then click Choose.
- Select, or deselect the menu options to set availability for that role.
- Click Save.
How do I assign a Consultant or Administrator to a Role Template?
- Find the Consultant or Administrator and edit that user
- At In the bottom Main section of the screen you will see the Role Level as shown below. Select the appropriate level and save the user.
...