Permissions Breakdown
A breakdown of the permissions in OneBoxBM.
The permission system in OneBoxBM allows you to control access to data stored in each area at a granular level.
Standard Permission Set
See below for a breakdown of all of the standard permissions.
Admin
The following permissions are used when managing data from within the Admin area.
| Permission | Details |
|---|---|
| Manage | |
| Departments | Allows users to manage the list of employee departments |
| Job Roles | Allows users to manage the list of employee job roles |
| Responsibilities | Allows users to manage the list of employee responsibilities |
| Rates Of Pay | Allows users to manage the list of employee rates of pay |
| Employee Groups | Allows users to manage the list of employee groups |
| Employee Document Types | Allows users to manage employee document types |
| Shared Employee Document Types | Allows users to manage shared employee document types |
| Client Groups | Allows users to manage the list of client groups |
| Client Document Types | Allows users to manage client document types |
| Shared Client Document Types | Allows users to manage shared client document types |
| Supplier Groups | Allows users to manage the list of supplier groups |
| Supplier Document Types | Allows users to manage supplier document types |
| Shared Supplier Document Types | Allows users to manage shared supplier document types |
| User Time Off Settings | Allows users to manage the time off settings |
| User Groups | Allows users to manage the list of user groups |
| User Accounts | Allows users to manage user accounts |
| Terminal Accounts | Allows users to manage the list of terminal accounts |
| Permissions | Allows users to set user permissions at all levels |
Employees
The following permissions are used when dealing with all employee records.
| Permission | Details |
|---|---|
| Employee | |
| Create New Employee | Allows users to create new employees |
| Manage Shared Documents | Allows users to manage shared employee documents |
Employee Personal
The following permissions are used when employees are accessing their own employment record.
| Permission | Details |
|---|---|
| Employee | |
| Update Personal Details | Allows users to update their own personal details |
| Update Address | Allows users to update their own address details |
| Update Personal Contact | Allows users to update their own personal contact information |
| Update Work Contact | Allows users to update their own work contact information |
| Update Emergency Contacts | Allows users to manage their own list of emergency contacts |
| Update Employment Details | Allows users to update their own job title, employment status, assigned departments, job roles and additional responsibilities |
| Update Rates Of Pay | Allows users to update their own rates of pay |
| Update Hours | Allows users to update their own contracted/preferred hours and working days |
| Manage Objectives | Allows users to manage their own objectives |
| Comments | |
| View Comments | Allows users to view any comments made against their own employment record |
| Manage Comments | Allows users post new comments and reply to existing comments made against their own employment record |
| Documents | |
| View Documents | Allows users to view the documents stored against their own employment record |
| Manage Documents | Allows users to manage the documents stored against their own employment record |
Employee Other
The following permissions are used when users are accessing the employment record of another employee.
| Permission | Details |
|---|---|
| Employee | |
| Update Personal Details | Allows users to update the personal details of other employees |
| View Address | Allows users to view the address details of other employees |
| Update Address | Allows users to update the address details of other employees |
| View Personal Contact | Allows users to view the personal contact details of other employees |
| Update Personal Contact | Allows users to update the personal contact details of other employees |
| Update Work Contact | Allows users to update the work contact details of other employees |
| View Emergency Contacts | Allows users to view the emergency contact details of other employees |
| Update Emergency Contacts | Allows users to update the emergency contact details of other employees |
| Update Employment Details | Allows users to update the job title, employment status, assigned departments, job roles and additional responsibilities of other employees |
| View Rates Of Pay | Allow users to view the rates of pay of other employees |
| Update RatesOf Pay | Allow users to update the rates of pay of other employees |
| View Hours | Allows users to view the contracted/preferred hours and working days of other employees |
| Update Hours | Allows users to update the contracted/preferred hours and working days of other employees |
| View Objectives | Allows users to view the objectives of other employees |
| Manage Objectives | Allows users to mange the objectives of other employees |
| Comments | |
| View Comments | Allows users to view any comments made against the employment record of other employees |
| Manage Comments | Allows users post new comments and reply to existing comments made against the record of other employees |
| Documents | |
| View Documents | Allows users to view the documents stored against the record of other employees |
| Manage Documents | Allows users to manage the documents stored against the record of other employees |
Time Off Personal
The following permissions are used when users are viewing their own time off/leave requests
| Permission | Details |
|---|---|
| Holidays | |
| Request Holidays | Allows users to make their own holiday requests |
| Manage Holidays | Allows users to manage their own holiday requests |
| Sick Days | |
| Request Sick Days | Allows users to request sick days |
| Manage Sick Days | Allows users to manage their own sick days |
| Personal Days | |
| Request Personal Days | Allows users to request their own personal days |
| Manage Personal Days | Allows users to manage their own personal days |
| Allowances | |
| Update Allowances | Allows users to update their own holiday, personal day and sick day allowances |
Time Off Other
The following permissions are used when users are viewing the time off/leave requests of other employees.
| Permission | Details |
|---|---|
| Holidays | |
| View Holidays | Allows users to view holiday requests made for other employees |
| Request Holidays | Allows users to request holidays on behalf of other employees |
| Manage Holidays | Allows users to manage the holiday requests made for other employees |
| Sick Days | |
| View Sick Days | Allows users to view the sick day requests made for other employees |
| Request Sick Days | Allows users to request sick days on behalf of other employees |
| Manage Sick Days | Allows users to manage the sick day requests made for other employees |
| Personal Days | |
| View Personal Days | Allows users to view the personal day requests made for other employees |
| Request Personal Days | Allows users to request personal days on behalf of other employees |
| Manage Personal Days | Allows users to manage the personal day requests made for other employees |
| Allowances | |
| View Allowances | Allows users to view the holiday, personal day and sick day allowances of other employees |
| Update Allowances | Allows users to update the holiday, personal day and sick day allowances of other employees |
Clients
The following permissions are used when dealing with all client records.
| Permission | Details |
|---|---|
| Client | |
| Create New Client | Allows users to create new clients |
| Manage Shared Documents | Allows users to manage shared client documents |
Clients All
The following permissions are used when users are accessing all client records.
| Permission | Details |
|---|---|
| Client | |
| View Client Details | Allows users to view the details of all clients in the system |
| Update Client Details | Allows users to update the details of all clients in the system |
| Update Client Status | Allows users to update the status of all clients in the system |
| Manage Client Team | Allows users to manage client teams |
| Comments | |
| View Comments | Allows users to view the comments made against all clients in the system |
| Manage Comments | Allows users to post comments and reply to existing comments against all clients in the system |
| Documents | |
| View Documents | Allows users to view the documents stored against all clients in the system |
| Manage Documents | Allows users to manage the document stored against all clients in the system |
Clients Personal
The following permissions are used when users are accessing the records of their own clients.
| Permission | Details |
|---|---|
| Client | |
| View Client Details | Allows users to view the details of their clients |
| Update Client Details | Allows users to update the details of their clients |
| Update Client Status | Allows users to update the status of their clients |
| Comments | |
| View Comments | Allows users to view the comments made against their clients records |
| Manage Comments | Allows users to post comments and reply to existing comments against their clients records |
| Documents | |
| View Documents | Allows users to view the documents stored against their clients records |
| Manage Documents | Allows users to manage the document stored against their clients records |
Suppliers
The following permissions are used when dealing with all supplier records.
| Permission | Details |
|---|---|
| Supplier | |
| Create New Supplier | Allows users to create new suppliers |
| Manage Shared Documents | Allows users to manage shared supplier documents |
Suppliers All
The following permissions are used when users are accessing all supplier records.
| Permission | Details |
|---|---|
| Supplier | |
| View Supplier Details | Allows users to view the details of all suppliers in the system |
| Update Supplier Details | Allows users to update the details of all suppliers in the system |
| Update Supplier Status | Allows users to update the status of all suppliers in the system |
| Comments | |
| View Comments | Allows users to view the comments made against all suppliers in the system |
| Manage Comments | Allows users to post comments and reply to existing comments against all suppliers in the system |
| Documents | |
| View Documents | Allows users to view the documents stored against all suppliers in the system |
| Manage Documents | Allows users to manage the document stored against all suppliers in the system |
Rotas
The following permissions are used when dealing with staff rotas.
| Permission | Details |
|---|---|
| Templates | |
| Manage Templates | Allows users to manage rota templates |
| Rotas | |
| Create Rotas | Allows users to create new staff rotas |
| Update Details | Allows users to update the details of all rotas in the system |
| Update Status | Allows users to update the status of all rotas in the system |
| Schedule | |
| Manage Schedule | Allows users to manage the scheduled employee shifts stored against all rotas in the system. |
| Targets | |
| View Target Hours | Allows users to view the target employee hours stored against all rotas/shifts in the system. |
| View Target Costs | Allows users to view the target employee costs stored against all rotas/shifts in the system. |
| View Target Sales | Allows users to view the target sales stored against all rotas/shifts in the system. |
| View Actual Sales | Allows users to view the actual sales stored against all rotas/shifts in the system. |
| Manage Actual Sales | Allows users to manage the actual sales stored against all rotas/shifts in the system. |
| Manage Actual Targets | Allows users to manage the targets stored against all rotas/shifts in the system. |
| Requirements | |
| View Requirements | Allows users to view the employee role requirements stored against all shifts in the system. |
| Manage Requirements | Allows users to manage the employee role requirements stored against all shifts in the system. |
Time Sheets Personal
The following permissions are used when users are viewing their own time time sheet entries.
| Permission | Details |
|---|---|
| Manage Punch Cards | |
| Manage Punch Cards | Allows users to manage their own punch cards |
| Time Sheet Entries | |
| Log Entries | Allows users to log their own time sheet entries |
| Manage Entries | Allows users to manage their own time sheet entries |
Time Sheets Other
The following permissions are used when users are viewing the time sheet entries of other employees.
| Permission | Details |
|---|---|
| Punch Cards | |
| Manage Punch Cards | Allows users to manage the punch cards stored against other employees |
| Time Sheet Entries | |
| View Entries | Allows users to view the time sheet entries logged against other employees. |
| View Entry Details | Allows users to view the details of time sheet entries logged against other employees |
| Log Entries | Allows users to log time sheet entries against other employees |
| Manage Entries | Allows users to manage the time sheet entries logged against other employees |
Employee Group Permissions
See below for a breakdown of all permission available when targetting specific groups of employees.
Employee Other
The following permissions are used when users are accessing the employment record of another employee within a target group.
| Permission | Details |
|---|---|
| Employee | |
| Update Personal Details | Allows users to update the personal details of other employees |
| View Address | Allows users to view the address details of other employees |
| Update Address | Allows users to update the address details of other employees |
| View Personal Contact | Allows users to view the personal contact details of other employees |
| Update Personal Contact | Allows users to update the personal contact details of other employees |
| Update Work Contact | Allows users to update the work contact details of other employees |
| View Emergency Contacts | Allows users to view the emergency contact details of other employees |
| Update Emergency Contacts | Allows users to update the emergency contact details of other employees |
| Update Employment Details | Allows users to update the job title, employment status, assigned departments, job roles and additional responsibilities of other employees |
| View Rates Of Pay | Allow users to view the rates of pay of other employees |
| Update RatesOf Pay | Allow users to update the rates of pay of other employees |
| View Hours | Allows users to view the contracted/preferred hours and working days of other employees |
| Update Hours | Allows users to update the contracted/preferred hours and working days of other employees |
| View Objectives | Allows users to view the objectives of other employees |
| Manage Objectives | Allows users to manage the objectives of other employees |
| Comments | |
| View Comments | Allows users to view any comments made against the employment record of other employees |
| Manage Comments | Allows users post new comments and reply to existing comments made against the record of other employees |
| Documents | |
| View Documents | Allows users to view the documents stored against the record of other employees |
| Manage Documents | Allows users to manage the documents stored against the record of other employees |
Time Off Other
The following permissions are used when users are viewing the time off/leave requests of other employees within a target group.
| Permission | Details |
|---|---|
| Holidays | |
| View Holidays | Allows users to view holiday requests made for other employees |
| Request Holidays | Allows users to request holidays on behalf of other employees |
| Manage Holidays | Allows users to manage the holiday requests made for other employees |
| Sick Days | |
| View Sick Days | Allows users to view the sick day requests made for other employees |
| Request Sick Days | Allows users to request sick days on behalf of other employees |
| Manage Sick Days | Allows users to manage the sick day requests made for other employees |
| Personal Days | |
| View Personal Days | Allows users to view the personal day requests made for other employees |
| Request Personal Days | Allows users to request personal days on behalf of other employees |
| Manage Personal Days | Allows users to manage the personal day requests made for other employees |
| Allowances | |
| View Allowances | Allows users to view the holiday, personal day and sick day allowances of other employees |
| Update Allowances | Allows users to update the holiday, personal day and sick day allowances of other employees |
Time Sheets Other
The following permissions are used when users are viewing the time sheet entries of other employees within a target group.
| Permission | Details |
|---|---|
| Punch Cards | |
| Manage Punch Cards | Allows users to manage the punch cards stored against other employees |
| Time Sheet Entries | |
| View Entries | Allows users to view the time sheet entries logged against other employees. |
| View Entry Details | Allows users to view the details of time sheet entries logged against other employees |
| Log Entries | Allows users to log time sheet entries against other employees |
| Manage Entries | Allows users to manage the time sheet entries logged against other employees |