2. Click Roles<\/strong> to display the Roles Page.<\/p>\n\n\n\n Employee Access refers to the employee records (boxes) that a specific role can access in the chart. You can limit access to a range of the org chart and\/or select a filter to determine access. You can also specify the box that is first visible for the role when the user signs in.<\/p>\n\n\n\n To configure Employee Access:<\/p>\n\n\n\n 1. In the Roles Editor, click the Employee Access<\/strong> header.<\/p>\n\n\n\n 2. In the “Chart Range” section, select the range for the role:<\/p>\n\n\n\n \u2022 Top of Chart<\/strong>: The top-most box in the hierarchy defines the top box (think CEO). The role can access all boxes on the chart.<\/p>\n\n\n\n \u2022 Myself<\/strong>: The role can access its own box, and all subordinate boxes in its branch.<\/p>\n\n\n\n \u2022 Level<\/strong> N<\/em><\/strong> Supervisor<\/strong>: Specifies how many levels above the role’s own level are accessible. For instance, selecting level 1 from the drop-down menu gives the role access to boxes from one level above itself down to the bottom of the branch; selecting level 2 gives the role access to two levels above itself down to the bottom of the branch; and so on. This is especially useful for an Administrative assistant-type role.<\/p>\n\n\n\n 3. In the “Starting Point” section, select the displayed top box for the role:<\/p>\n\n\n\n \u2022 Top of Chart<\/strong>: The starting point is the top-most box in the hierarchy.<\/p>\n\n\n\n \u2022 Myself<\/strong>: The current user’s box is the role’s starting point.<\/p>\n\n\n\n \u2022 Level<\/strong> N<\/em><\/strong> Supervisor<\/strong>: Specifies how many levels above the current user’s position is the role’s starting point. For instance, selecting level 1 from the drop-down menu makes the starting point the current user’s direct manager; Level 2 makes the starting point of the current user’s manager’s manager, and so on.<\/p>\n\n\n\n 4. Use the Filter<\/strong> drop-down menu to select a filter to apply to the role (optional). For more information, see Creating a Filter<\/a>. <\/p>\n\n\n\n 5. Use the Precedence<\/strong> drop-down menu to select how the role is applied:<\/p>\n\n\n\n \u2022 Range or Filter<\/strong> applies the role if the user is viewing a part of the chart included in either the range or the filter.<\/p>\n\n\n\n \u2022 Range and Filter<\/strong> applies the role if the user is viewing a part of the chart included in both the range and the filter.<\/p>\n\n\n\n 6. Click Save Role<\/strong> to save the role and close the Role Editor, or select another header to continue configuring the role.<\/p>\n\n\n\n Planning access describes the employee records (boxes) that a specific role can edit in a plan<\/a>. As with employee access, you can limit editing access to a range of the org chart, and apply filters to access as well.<\/p>\n\n\n\n To configure planning record access:<\/p>\n\n\n\n 1. In the Roles Editor, click the Planning Access<\/strong> header.<\/p>\n\n\n\n 2. In the Chart Range section, select the range for the role:<\/p>\n\n\n\n \u2022 Top of Chart:<\/strong> This allows a user to edit all boxes in the chart.<\/p>\n\n\n\n \u2022 Myself<\/strong>: This role allows a user to edit their own box and all subordinate boxes in the same branch.<\/p>\n\n\n\n \u2022 Level<\/strong> N<\/em><\/strong> Supervisor<\/strong>: Specifies how many levels above the role’s own level are accessible. For instance, selecting level 1 from the drop-down menu gives the role access to boxes from one level above itself down to the bottom of the branch; selecting level 2 gives the role access to two levels above itself down to the bottom of the branch; and so on.<\/p>\n\n\n\n 3.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Use the\u00a0Filter<\/strong>\u00a0drop-down menu to select a filter to apply to the\u00a0role\u00a0(optional). For more information, see\u00a0Creating a Filter<\/a>. \u00a0<\/p>\n\n\n\n 4. Use the Precedence<\/strong> drop-down menu to select how the role is applied:<\/p>\n\n\n\n \u2022 Range or Filter<\/strong> applies the role if the user is viewing a part of the chart included in either the range or the filter.<\/p>\n\n\n\n \u2022 Range and Filter<\/strong> applies the role if the user is viewing a part of the chart included in both the range and the filter.<\/p>\n\n\n\n 5. Click Save Role<\/strong> to save the role and close the Role Editor, or select another header to continue configuring the role.<\/p>\n\n\n\n In Data Access, field policies determine which fields a user can view or edit in a chart box. A field policy includes one or more fields and is attached to a role. When that role is attached to a user, the user can only interact with the specified fields according to the rules of the policy.<\/p>\n\n\n\n To configure a field policy:<\/p>\n\n\n\n 1. In the Roles Editor, click the Data Access<\/strong> header.<\/p>\n\n\n\n 2. To create a new policy, click Add Policy<\/strong>; to edit an existing policy, click the policy from the list.<\/p>\n\n\n\n 3. Enter a name for the policy in the Policy Name<\/strong> text box. Be descriptive if possible.<\/p>\n\n\n\n 4. Use the Fields<\/strong> drop-down menu to select fields to include in the policy. You can enter multiple fields to the policy, one at a time. You can also use the Add All<\/strong> and Remove All<\/strong> buttons to quickly change the entries.<\/p>\n\n\n\n 5. Use the Range<\/strong> drop-down menu to select the structural security rules:<\/p>\n\n\n\n \u2022 Entire Chart<\/strong>: Displays the policy\u2019s fields in all boxes.<\/p>\n\n\n\n \u2022 Mgr + Mgr Subordinates<\/strong>: Determines the box corresponding to the current user\u2019s manager and then displays the field in the manager\u2019s box and boxes subordinate to the manager.<\/p>\n\n\n\n \u2022 Mgr Subordinates<\/strong>: Determines the box corresponding to the current user\u2019s manager and then displays the field in the boxes subordinate to the manager.<\/p>\n\n\n\n \u2022 Self + Subordinates<\/strong>: Determines the box corresponding to the current user and then displays the field in that user\u2019s box and all subordinate boxes.<\/p>\n\n\n\n \u2022 Subordinates<\/strong>: Determines the box corresponding to the current user and then displays the field in only subordinate boxes.<\/p>\n\n\n\n \u2022 Self<\/strong>: Displays the policy’s fields in the box corresponding to the current user.<\/p>\n\n\n\n 6. Use the Filter<\/strong> drop-down menu to select a filter to apply to the fields in the policy. For more information, see Creating a Filter<\/a>.<\/p>\n\n\n\n 7. Use the Range + Filter<\/strong> buttons to to select how the policy is applied:<\/p>\n\n\n\n \u2022 Or<\/strong> applies the policy if the user is viewing a part of the chart included in either the range or the filter.<\/p>\n\n\n\n![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/05\/2021-05-17_13-27-50-1024x222.jpg\")
<\/figure>\n\n\n\nCreating a role<\/h2>\n\n\n\n
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Employee Access<\/h3>\n\n\n\n
Planning Access<\/h3>\n\n\n\n
Data Access<\/h3>\n\n\n\n