WFM ATS: Changing User Access – Fourth & HotSchedules Customer Success Portal

Overview

This article describes the process of changing a user’s Permission Level and Location Access in the ATS.

Only ATS users who already have Head Office / Admin permissions assigned to themselves are able to make these changes to other ATS users.

Access the ATS Management portal via the Fourth app, or via desktop by visiting https://secure.fourth.com and login with Fourth account credentials.

Please Note: If there is a Company branded app, the URL may vary from the one above.

Fig.1.png

Fig.1 – User Manager in the Set Up Drop-Down Menu

After selecting the User Manager section, the below page (see Fig.2) will appear listing all current ATS users of the organisation.

User access to the ATS itself is assigned via the HR module. For further details, please see the following article - WFM - Accessing the Applicant Tracking System (ATS) App from within Engage

To edit current users, select the Pencil icon
To reset a password, select the circular arrow icon (this should not be done for users accessing ATS via Single-Sign-On)
To delete a user, select the red cross icon (only inactive users who have permanently left the company should be deleted)

Fig.2.png

Fig.2 – User List and Actions

To edit the user details, select the Pencil icon
Company Brand - If there is more than one brand within the organization, change the brand here
Fourth Permission Groups - Select/change the permission group for the user
Fourth Locations - Select all Locations which the user needs access to. The Select ALL button will select all Locations at once

Fig.3.png

Fig.3 – Edit User Details Page

After submitting the changes, the User Manager homepage will display additional information on all changes made.

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Fig.4 – Changes Successfully Made