Supervisor Access Overview
Explanation
The Access Information page provides a comprehensive overview of an individual's
access details, including both the Accessible Persons and the Accessing Persons.
While you cannot perform any actions within this view, you can select an individual to review their access details,
which will then be displayed in a detailed format.
- Accessible Persons: This section displays the persons whom the designated
Person in the Person Details section can access. It provides details on the
Access Role assigned to the Person (the supervisor), specifying the extent to
which they can manage the Accessible Person's data. Additionally, it includes information on
the Validity Period and the permitted transaction view period.
- Accessing Persons: This section displays, by Access Role, the
Person (the supervisor) that the designated Person in the Person
Details section. It includes details such as the Validity Period and the permitted
transaction view period.
For a Person, access to Accessible Persons or Accessing Persons
is granted based on the following options:
- Supervisor Assignment: This represents the standard Team-based
Supervisor and Member access assignments.
- Additional Access Assignment: This refers to Personal File -
Additional Access assignments within the context of Person or
Role-Based Access Group. Unlike standard Team-based Supervisor
and Member assignments, this method allows a Person to establish supervisory
relationships through alternative means.
- Role-Based Access Group: This process allows multiple Teams or individuals
to access multiple Persons simultaneously, extending beyond standard Team-based
Supervisor and Member assignments. It is also featured in the
Personal File - Additional Access assignments section,
specifically within the context of a Role-Based Access Group.
The Access Information Overview page provides a comprehensive view of all access
relationships established through the Supervisor, Role-Based Access Group and
Additional Access mechanisms. Although this page is read-only and does not allow direct actions,
the search and filter options enable you to explore the access details for both Accessible Persons
- individuals who can be accessed by another person or supervisor and Accessing Persons -
supervisors or individuals who have been granted access to someone else.
For deeper insights, you can navigate to the originating source of the access, providing a deeper understanding
of the specific relationships or permissions that have been granted.
- If the access originates from Supervisor Assignment - referring to standard
Team-based Supervisor and Member access assignments - you can
view the details by navigating to the Team Assignment page.
- If the access is based on a Role-Based Access Group, where multiple Teams
or individuals are granted access to multiple Persons simultaneously, extending beyond the
standard Team-based Supervisor and Member assignments, you can
view the details by navigating to the Role-Based Access Group page.
- If the access is granted through Additional Access, which refers to Personal
File - Additional Access assignments within the context of a
Person, this method allows a Person to establish supervisory relationships
outside of the standard Team-based Supervisor and Member
assignments. In this case, you can view the details on the Person Assignment page.
Additionally, this Additional Access assignment permits access to Direct
Subordinates, and in such scenarios, it also allows navigation to the Team
Assignment page for further details.
Each access record details the Access Role, which defines how an Accessing
Person can manage the data of an Accessible Person. It also specifies the duration for
which the access is granted and the period during which the Accessing Person is allowed to view
the transactions of the Accessible Person.
To uniquely identify the established relationship, the Access Type Name can be used, which may
be either a Team ID or a Role-Based Access Group ID.
The Direct Access or Subordinate Access are used to specify the subtype of
access:
Direct Access: Represents a direct connection between a Supervisor and a
Member through Teams, or direct access granted via Additional
Access in Personal File - Assignments or through a Role-Based Access
Group.
Subordinate Access: Refers to a Supervisor-Member connection
within Teams that allows the Supervisor to access the
Member's Direct Subordinates. This can also include
Additional Access in Personal File - Assignments, extending access to
the Person's direct subordinates through the Team.
Access to Employees associated with an Accessible Person is determined by the
All Employments setting. If All Employments is set to Yes, all
active Employees linked to that Person will automatically have access without
needing individual listings. Conversely, if it is set to No, only the specified
Employees will be granted access.
Prerequisites
- Persons: Must be registered in the system.
- Employees: Registration in the system is optional.
- Supervisor's Access Roles: Need to be defined in the Access
Roles.
- Supervisor Assignment, Additional Access Assignment, or Role-Based
Access Group: These need to be defined in the system, but they are optional.
System Effects
There are no system effects.