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Adjust user access to parts of eGrow Connect

This is only available with the Role-based User Security Add-on Module

You can make changes to the capabilities or visible reports and widgets for your employees by managing the user roles and permissions.

Tip: We recommend blocking all except what is pertinent to a user's role within eGrow Connect rather than only blocking things that are private. This allows employees to focus on their assigned tasks in eGrow Connect and minimizes accidental user error.

  1. Navigate to system setup logo System Setup > Users & Permissions > Employees.
  2. Select an existing employee, or click Add New icon Add at the top of the left pane to create a new employee.
  3. In the right pane, you will set values as neeed. See below for more information on each tab.

General Information​

Here you'll enter the employee's basic contact information as needed in the sections on the left side of the pane. On the right you'll set whether or not the employee is allowed to login and use eGrow Connect. If so, their username, password and permissions role are selected. You will also select whether the employee is a sales rep and what their commission rate is (requires the Commission Payments Add-on).

Job Information​

On this tab, you can set whether the employee appears in various drop down menus in the system and what activities they are assigned to. In the sections on the right of the tab there is various fields for employment information and time and attendance.

Time Off Information​

This tab requires the Task & Time Tracking Add-on Module and displays the employee's time off availability and allows for adjustment.

Access Log​

This tab displays the history of logins to eGrow for the user.