Manage HR User Roles

View or modify HR user roles, determine which employee records a user can view, and enable or disable a user's access to your portal.

You must be an IT Admin or an HR Admin to manage HR user roles. For more details about HR roles, see HR User Roles and Access Levels.
Tip: The HR Role Management > HR Roles tab at hr.viewpoint.com allows you to manage user roles as instructed below. However, you will continue to invite or add users from your ERP from the User Management page in Team. A button is available in the upper right of the HR Roles tab to allow quick access to Team User Management as needed.
  1. Select HR Role Management from the main menu or from the HR Admin Tools section of the home page.

  2. Select the HR Roles tab.

    The HR Roles page opens, showing a list of all users currently in the system and their assigned role. This list shows only users who have a linked employee from a Spectrum operator.

    Note: The Name field may be blank for the majority of your users. Look for enhancements to this field in a future release.
  3. To search for a specific user, use the Search field at the top of the page.
  4. To filter the grid by user role, select the dropdown field at the top of the page.

  5. To assign or modify a user's role, select the Role field for that user. Then select the appropriate role from the dropdown: Admin (HR Admin), Specialist (HR Specialist) or Employee. For details on each role, see HR User Roles and Access Levels.

  6. To determine which employee records the user can access, select the Linked Employees field for that user.

    This opens the Linked Employees page where you can view the employee name, company code, employee code, and account status for each employee record linked to the user's email address. For more details about employee status, see How Employment Status Impacts User Access.

  7. To enable or disable a user's access to hr.viewpoint.com, select either Enable or Disable in the HR Access column for that user.
    Note: You can only enable or disable access for users who are attached to an employee record. Users who are not attached to an employee record cannot view any data in your portal by default.

  8. To go to the User Management page in Team where you can invite and add users as usual, select the Team User Management button in the upper right of the page.

  9. To download a report showing each user's email address, role, system status, and linked employees, select the Download CSV button in the upper right of the page. You can open and view the file in Microsoft Excel or Google Sheets.