User Access

Use the User Access page to assign, review, and manage the Data as a Service (DaaS) security permissions for your company's users.

Note: This page is available to customer administrators and Internal users only.

This page displays information in the following sections:

Sections on the User Access page
Section Description
Users (not labeled) On the left side of the page, this section displays all customer users who are assigned a DaaS user role in the Identity and Access Management (IAM) user management system.
General Information (not labeled) At the top of the page, the following information appears:
  • The user's name
  • The date and time the user most recently logged in to DaaS
User Information This section contains the following information for the selected user:
  • IAM User ID
  • DaaS role assigned to the user in IAM.

  • All PSIDs or pay groups that are associated with the user's role assignment in IAM.

    Note: IAM controls the PSIDs or pay groups that the user can access. To change permissions for the user, you must enter the changes in IAM.

Product Access

Displays the products available to the user in DaaS.

Depending on the product you select and your company's configuration, the following subsections can appear:

  • Overall Access
  • Dashboard Reports
  • Field Access
Overall Access Displays all services available to the user.

By default, all services that are activated for the client on the Client Configuration page are selected for the user.

Dashboard Reports Indicates whether the user can access Payroll dashboard reports, HR dashboard reports, or both.

Note: This subsection appears only if the Dashboard service is selected in the Overall Access subsection.
Field Access Contains the secure fields that are available to assign to users, which includes Social Insurance numbers and bank account numbers. You can select whether the user can access one, both, or neither of these fields.

By default, the user is granted access to both fields.
Folder Access Contains your company's custom folders that are available to assign to users. The folders you select control the folders that display when the selected user clicks My Reports on the navigation panel.

The options selected for your company on the Client Configuration page determine the options available to assign to your company's users on the User Access page.

Tasks

  1. Open the User Access page.

    On the navigation panel, click Administration > User Access.

  1. In the Product Access section, if more than one product appears, select a product.
  2. In the Overall Access subsection, to:
    • Assign the user access to a service, select the check box for the service.
    • Remove the user's access to the service, clear the check box for the service.
  3. If the Field Access subsection appears on the page, to:
    • Assign the user access to a field, select the check box for the field.

      Note: You can select one or both fields.

    • Remove the user's access to the field, clear the check box for the field.
  4. If the Dashboards service is activated for the client and the Dashboard Reports subsection appears, to:
    • Assign the user access to dashboard information, select the check box for the dashboard.

      Note: If more than one dashboard option appears, you can select one or both.

    • Remove the user's access to a dashboard, clear the check box for the dashboard.
  5. In the Folder Access section, to:
    • Assign the user access to client custom folders, select the check box for each folder you want the user to have access to.
    • Remove the user's access to one or more folders, clear the check box for each folder that you no longer want the user to have access to.
  6. Click Save.

    A confirmation message appears.

  7. To continue, click Ok.

Caution: At any time, you can assign or remove user access to client options that display in sections on this page. Whether you make changes to one or all sections, you must always click Save in the upper left corner of the page before you leave the page. If not, DaaS doesn't save your changes.

Related resources