Staff: Login & Access Levels

If you need an existing staff member to have access to the Discover system, permissions can be customised as below:

1. Navigate to the Staff tab > Select the Staff member.
2. In the Staff Details tab, scroll down to the 'Ability to Login to Discover and Permissions' section.
3. Within this section, set desired access level by ticking the relevant check boxes and/or selecting from the dropdown items.
4. Set their Password (if not already set).
5. Press Save at the bottom of the page.

Please note: For any further information on the permission item, please hover over the corresponding i icon.

Tips and Tricks

• There is no limit set in Discover on how many users can have access via a password. 
• It is best practice to give everyone who has access to Discover their own password and login. 
• All logins and changes are audited for security reasons.
• We do not recommend shared accounts.

Please note: Permissions are centre-specific. If a Staff Profile has been copied from one centre to another, permissions for each centre will remain independent of each other. If the permissions are updated in one centre, these settings will not carry over to the other centre/s.

System Login Email: The email that will be used to login to Discover.

New Password: The password that will be used to login to Discover.

Group: Setting the group field will provide the staff member access to all centres in the group without having to create a staff member record and login in for each centre. If they do have a login in a specific centre, then their access level will be determined by the rights on that centre.

Group Access: If a staff member needs access to all centres in the Group, administrators can create a profile in one centre, then in the login section, set the Group. A staff member will only need to have a profile in each centre if they need to be included on the roster at that centre/s, or if they will only have access to some of the centres. 

Chain Access: This is used for centres with multiple groups. Allows access to all centres under all groups in the chain.
 
No Access: When a staff member leaves the centre, set their account to No Access. Remove any login information especially generic emails used by your admin and add it to the new admin. 

Permissions

• Is Centre Administrator - If checked, provides access to Edit Children and Edit Rosters; can make changes, write, edit and access any file and as it implies, access to the whole system.
• Child/Staff/Account Transactions/Child Enrolment/Roster/Child Notes/Roster Lock/Report Template Access:
  No Access - disabled access
  View Access - view access only, no edit function
  Write Access - can view and edit information
• Bulk Actions Access - Staff will be able to access bulk actions if ticked.
  
• Bulk Comm. Access - Staff will be able to access bulk communication if ticked.
  
• Children Reports Access - Staff will be able to access children's reports if ticked.
  
• Enquiry Reports Access - Staff will be able to access enquiry reports if ticked.
• Child Immunisations - Staff will have access child immunisation tab and associated reports if ticked.
  
• Ministry Access - Staff will be able to access ministry expected funding if ticked.
  
• Staff Reports Access - Staff will be able to access staff reports if ticked.
  
• Financial Reports Access - Staff will be able to access financial reports if ticked. 
• Submit Funding - Staff will be able to submit RS7 information if ticked.
  
  
• Indiv. Leave Access - Staff will be able to apply for leave if ticked.
  
  
• Configure Payment Settings - Staff will be able to access Fees, Charge Adjustments, Discounts and Educator Adjustments (Homebased only).
  
  
• Configure Global Settings - Staff will be able to access Setup Tablet, Widgets, Child Forms, Centre Forms and Business Efficiency.
  
  
• Funding Reports Access - Staff will have access to areas that show centre funding information.
  
  
• Can Access HR Information - There are three levels of HR access that control which notes a staff member can see inside the Notes tab for staff.
  
  No HR Access - the staff member will only be able to access non-HR notes
  Basic HR Access - the staff member will be able to access non-HR notes and level one HR notes
  Full HR Access - the staff member will be able to access non-HR notes, level one HR notes, level two HR notes and pay parity information