Set Up Contractors as Managers
Have these permissions:
- settings.admin
- user.employer.read
- user.employer.update
- user.contractor.link_employer
The
Contractors can be Managers
option must be selected from the header, .You can enable contractors to perform functions as a manager or a supervisor within VNDLY. For example, they may need to be able to:
- Create a job requisition.
- Enter and approve time.
- View invoices.
- View reports.
- From the header, select .
- Select theContractors As Managerstab.
- ClickLink New User.
- Locate and open the contractor profile.
- On the contractor profile, in theLinked Manager Accountsection:
- SelectCreateif the profile has never been linked to a manager account. Enter an optional ID, if preferred.
- SelectEnableif the profile has been linked to a manager account before but is now disabled.
- From the header, select .
- Click on theContractors as Managerstab and locate the user profile.
- ClickEdit.
- UnderSecurity Roles, clickAdd New Row.
- As you complete the security role row, consider:
Option Description Organization UnitThe role applies at the selected organization unit and any that are under it.Pin to User OrgWhen checked, theOrganization Unitdefaults to match the user's "home" organization unit and cannot be modified.PersistentWhen checked, the assigned user role will not be remove as part of a user upload.Security RoleSelectResource Manager. - ClickSave.
To view all contractors with manager permissions, from the header select
Contractors with manager permissions have delegation access. When a user is delegated as the contractor, they can't delegate as the contractor's linked manager account.
The user created by making a contractor a manager has a system generated username, and isn't eligible for direct login.
The contractor can go to the header and select
To disable manager permissions for a contractor, access the contractor's profile. From the
Linked Manager Account
section, click disable
.