Ava PA Web

Once a web profile has been approved and linked to the main back office profile the "Configure Users" page allows you to configure their web site access and, if necessary, delete their profile from the system. Users can be restricted not only in what they can do, but also to various locations within the system.

To open the web profile of a user, type their user name into the search box and click "Get user profile" under the "Web log in" tab located in the top left corner. The user's information will then be displayed.

To configure a user, either click the "Web Login" tab and type their username into the box and click the "Get web user profile" button.

Alternatively, click the "Employee Surname" tab, type their surname into the box and click the "Get profiles for surname" button. You can then make sure you have the correct user by checking the drop down box at the top left.

Once you have found the user you want, you will see the details from their web information on the left and the details from their back office information on the right. Shared information like Email and maybe Phone will be below these two sections.

You can click the "Edit" button to change their email address and click the "Save" button to update it. You can also test their email address with the "Send Test Email" button on the right.

At the bottom of this page there are four tabs - "Remove login", "Configure managers", "Configure employees" and "Configure web managers".

The "Remove login" tab

This tab allows you to delete single web logins or all web logins linked to a back office profile.

• The "Remove profile" button will delete the web profile and release the web user name. This will not delete their back office profile but is useful if you want to remove old web profiles.
• The "Remove user" button will remove all web access for any web profile associated with the selected back office profile. This would be used if a user was abusing his rights in the system, or if his employment had ended. The back office information will still remain but user access would be halted for that back office profile.

The "Configure managers" tab

 This tab as 7 sub tabs which grant access to different areas of the site specifically for managers. 

The "Enable companies" sub tab

• The "Enable companies" tab will come up with a list of companies at the bottom. Checking a box next to a company name will allow the manager to potentially request shifts, authorise requests, view shifts, book shifts, authorise time sheets and view invoices for that company, according to the other tabs in the "Configure managers" main tab.
• On each list of departments or locations there is an additional checkbox which is "All current". If the "All current" check box is checked then, when a new department is added to that customer company location, departmental access will be automatically granted to that department as soon as it becomes current or live.
• Tick the companies you want the manager to have access to and click "Save". Alternatively, if you want a manager to see all the companies click the "Select all" button and "Save". 
• To clear access of the manager to all companies, click on the "Clear all" button and "Save".

The "Request shifts"sub  tab

• This tab gives the manager permission to request shifts for the listed departments, again by selecting the boxes next to the desired departments and clicking save.
• To edit the manager's privileges of a company you have to first select it in the dropdown menu at the top, then check the boxes next to the departments within that company, then "Save".
• Checking the "All current" box means that as the new departments become current, the user will automatically see these new departments and have privileges with them.

The "Authorise requests" sub tab

• This tab authorises the manager to complete shift requests for their department/departments.
• Choose the appropriate settings and click save.

The "View shifts" sub tab

• This tab allows the manager to view the shifts in their departments which includes confidential information about the shift. Choose the company from the dropdown menu, click the departments you want the manager to have access to, and "Save" to update.

The "Book shifts" sub tab

• This tab allows the manager to book people into vacancies or shifts that are currently open.

The "Authorise time-sheets" sub tab

• This tab allows the manager to authorise shifts on completion of the shift and add detail if the circumstances of the shift change.

The "View invoices" sub tab

• This tab allows the manager to see invoices for the shifts booked in relation to their specific departments.

The "Configure employees" tab

This allows you to give the employee basic access so that once they log-in they can view their shifts by checking the "Access own shifts" box and saving.

The "Configure web managers" tab

The final of the four main tabs is the "Configure web managers" tab. This tab allows you to give a manager "Web Admin". Simply go to the sub tab labelled "Web Admin" and tick the "Web Manager" box and "Save" to give this status.

This allows the user to edit employees and managers, and to access all the functions in the web managers tab at the top and more...