How do I assign a Supporter to a Reporter? (Admin only)

Contents:

Grant Supporter Access to a Reporter

Setting Supporter Permissions

Checking Current Assignments

Grant Supporter Access to a Reporter

1. Click People in the navigation menu.
2. Search for the Supporter you want to assign Reporters to.
3. Click the purple Edit button in the Action column.
4. In the User Profile, click Access Rights in the navigation bar.
   • This page is hidden for Reporter profiles.
5. At the top right, change the Show Assigned dropdown to No to add users.
6. Search for the Reporter you want to assign.
7. Add Reporters by clicking the "+" button in the Action column.
8. Switch back to Show Assigned = Yes to see assigned users.
9. Remove Reporters by clicking the "-" button in the Action column.

Setting Supporter Permissions

In addition to granting access rights, decide on the permissions for the Supporter.

1. In the User Profile, click Permissions.
2. Make a decision on these two settings:
   • Support Staff Approve Time Records: If you want this Supporter to be an "Approver" (responsible for reviewing and approving/returning time studies for their assignees), set this option to Yes. All time studies will go into the Pending status upon submission. If the Supporter fails to approve them, they won't be deemed complete and will be excluded from reports. It's crucial for the Supporter to understand their responsibility in this process.
   • Support Staff Submit Time Records: If you want this Supporter to be able to click the attest checkbox on behalf of their assignees, and then click Submit without the Reporter needing to log in to the system at all, set this to Yes.
3. Be sure to click Save when you're done.
    

Checking Current Assignments

To see current assignments, use the Review Time Study Access report. Learn more here:

Report: Review Time Study Access