Adding or Updating a Role


To add a new role or update an existing role, navigate to Admin>Users and click on "Manage Roles":

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In the pop-up window, you will see all roles that you have access to. Access to roles is granted by Rank, so you will only see roles with a rank lower than your own role's rank.

NOTE: You cannot edit your own role. If you believe that the Comp Admin role is missing specific role rights, please reach out to our Client Success team to assist in updating your role.

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The icons indicate different actions to update a role. The lock allows you to update role-specific security access, the pencil icon enables editing for the role rights, and the trash can will delete the role entirely.

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After clicking the pencil icon to edit the role, several options are available before the nested display of role rights:
  1. Search - allows search by object/field name (for Object and Field Access)
  2. Remove role from all users - if any users are assigned to this role, this option will automatically un-assign from all users
  3. Show only checked off rights - to quickly see what role rights have been enabled or to remove role rights, this option will filter out only rights that have been toggled ON

Role Rights

All role rights (as of the 13.1 release) are listed below with a short description and any specific call outs to indicate what the role right controls within Compose. If you do not see a role right listed below, your Comp Admin role needs to be updated to include the role right. Please note that some role rights, like Predictive Comp Planning, may be part of a phased roll out and are not yet available for your tenant. For more information or specific questions, please log a ticket in Teamwork Desk.


NOTE: Any role right with a description of "Options vary based on client-specific setup" indicates a dynamic set of nested values according to your specific tenant.

Name & Rank

 

Role Name

Name of Role as it displays in the Users page and all audits and reports

Rank

Rank indicates ability to access and edit other roles. The lower the number, the higher the rank

Default Page

Indicates which page of Compose the user will land on upon logging in

Home Page

Specifies a custom page that will display on the "Home" tab

Object and Field Access

 

Object Name

Options vary based on client-specific setup

Field Name

Options vary based on client-specific setup

Editable

Options vary based on client-specific setup

System Access

 

Can log into Compose

Can access Compose through SSO or username/password set up

Can view own records

Can view themselves in the Comp Grid (manager side) and Data Management (Admin side). User must have an Employee of record assigned

Grant access to direct and indirect employees by default

Can see their full hierarchy of reports based on the Supervisor hierarchy field. User must have an Employee of record assigned

Ignore objects security configuration

** Reserved for Admin Roles ONLY

Can access all entries on all objects

Can see all data on all objects automatically. No individual field or employee access needs to be granted

Can access all fields on all objects

Can see all fields on all objects automatically. No individual field access needs to be granted

Can access all reports

Can see all reports created by any user in Compose automatically . No individual report access needs to be granted.

Can access all custom pages

Can see all custom pages created by any user in Compose automatically. No individual custom page access needs to be granted.

Can access all FBS widgets

Can see all Filtered Budget Summary widgets created in any Comp Cycle by any user in Compose automatically . No FBS widget access needs to be granted.

Filters

 

Can assign saved filters

Can create a saved population filter view in the Comp Grid and assign it to other roles

Proxies

 

Can act as proxy for other users

Gives access to the Act on Behalf of option in user menu. This role right is required to allow other users to proxy as a user in this role according to security access. If no other "proxy" role rights are selected, proxy access must be granted directly to each user.

Can create proxies for other users

If user has access to proxy to other people, they can assign user(s) to proxy on behalf of this person for a specified time

Has access to all proxy users

Allows the user to proxy as any user in any role with "Can act as proxy for other users". NOTE: this bypasses any security restrictions and will allow the user to proxy as users assigned to Employees they may not have access to. It is recommended to reserve this role right for users who are able to have access to the entire organization.

Can proxy to other users if security settings allow

User can act on behalf of users of employees they have access to see, whether through hierarchy assignment or specific employee access

Can view own records while proxying

User can see themself while proxying on behalf of someone else if that person can see the logged in user. If this is selected, this overrides 'Can view own record' above if that is not granted.

Has access to Compose AI

User can ask Compose AI questions via the lightbulb icon (top right). Security settings apply

Has access to API

Has access to the API Configuration section for UKG/Paycor API setup in System Settings

Can access Compose University

Authenticates to Compose University via SSO in the User drop-down menu. This role right grants access to the "Intro to Comp Grid" course only

Can access Compose University as Admin

Authenticates to Compose University via SSO in the User drop-down menu. This role right grants access to ALL Compose University courses

Compose Insights

 

Has access to Compose Insights Chat

Grants access to the "lightbulb" icon to use Compose Insights AI

Has access to Compose Insights Chat Data

Can access data query/visualization AI Agent

Has access to Compose Insights Chat How-To Guide

Can access Compose Support/"How-To" AI Agent

Has access to Compose Insights Chat Plan Setup

Can access Configuration Help AI Agent

Can configure predictive planning

Has access to Predictive Comp configuration in System Settings

Additional Settings

 

Has access to "Comp Cycle" dropdown

On the Comp Grid, Custom Pages, Reports, user can change the comp cycle display from the default. Security settings apply to who/what they have access to see in the grid

Has access to "Currency" dropdown

On the Comp Grid, Custom Pages, Reports, user can change the currency for values displayed in comp grid

Has access to model comp cycles in the "Comp cycle" dropdown

User can see cycles marked as 'Model' by admins (ie. Training, Test)

Can comment on exceptions justifications

User can add comments to Alert pop ups

Can delete comment on exceptions justifications

User can delete comments to Alert pop ups including comments not entered by logged in user

Has access to view employee files in Comp Grid table and People page

User can view/download files attached to employees

Has access to upload employee files in Comp Grid table and People page

User can upload external files directly to an employee

Has access to delete employee files in Comp Grid table and People page

User can delete external files attached to an employee

Has access to upload employee image in People page

User can upload an external image to an employee on the People page, security and access settings apply

Can edit hierarchy field configuration

Allows user to configure up to 3 additional metadata fields in the hierarchy chart for all hierarchy fields in Data Management

Can require remote signature

Allows user to run reports to email via DocuSign for signature. Requires DocuSign configuration in System Settings

Can require embedded signature

Allows user to request a signature in Compose directly via Employee File field for any uploaded document or any individual report sent to Employee Files (without remote Signature). Requires DocuSign configuration in System Settings. NOTE: This option only includes the employee as a single signer and does not allow multi-signer workflow.

View custom page visuals in compact mode

Reduces padding between custom page widgets

Access to Pages

 

Manager View

 

Home page

User can access the Home Page via link in the navigation ribbon with custom page selected in the Name & Rank section. NOTE: If no Home Page set in Name & Rank, the Home screen will be blank and an error will display that no page has been selected.

Comp grid page

 

Recommend

User can see the Recommend tab within the Comp Grid

Review

User can see the Review tab within the Comp Grid

Analyze

User can see the Analyze tab within the Comp Grid

People page

User has access to the People tab in the navigation ribbon

Reports page (Manager)

User has access to the Reports tab in the navigation ribbon

Budgets page

User has access to the Budgets tab in the navigation ribbon

Can allocate over budget

Allows a user to enter subordinate Allocated Budget values greater than higher level Allocated Budget

Has access to see all budget pools

Allows a user to see all budget pools regardless of security access to Employee records

Can export budgets

Can export the Budget Allocation hierarchy view into Excel. Removing this role right removes the "Export to Excel" button on the page.

Can import budgets

Can import Budget Allocation hierarchy values. NOTE: Requires access to Admin>Data Management import view

Can edit budget allocation

Can add/change values entered in Allocated Budget column (Dollar/Unit budget) or Calculated Amount (Percentage budget) column

Can edit holdback

Can add/change values entered in Holdback Amount column

Can edit reserve for pool

Can add/change values entered in Reserve for Pool column

Can edit budget percent

Can change the Allocated Budget % in a Percentage budget setup

Can edit budget type

Can switch to a different budget type in the drop-down menu

Can add budget recipients

Can add additional budget recipients to the hierarchy

Can delete budget recipients

Can delete existing budget recipients

Can reassign budget

Can reassign budget of an existing budget recipient to another

Can reset override

Can clear any overriden values in a Percentage budget setup. Removing this role right removes the "Reset Override" button on the page.

Can reset all budgets

Can clear all budget values out entirely. Removing this role right removes the "Reset All" button on the page. NOTE: resetting all budgets cannot be undone.

Can distribute to lower pools

Can distribute Allocated Budget amount evenly across all direct subordinate recipients. Removing this role right removes the "Distribute to Lower Pools" button on the page. NOTE: distributing to lower pools cannot be undone.

Custom Pages

 

Page Name

Options vary based on client-specific setup

Admin View

Grants access to Admin side of Compose

Comp Cycle page

Grants access to Comp Cycle tab on Admin side

Can create new cycle

Grants acess to create new comp cycles

Can view comp cycle details

Grants access to click into a comp cycle

Can view budget allocation

User can see Budget Allocation tab within a specific comp cycle

Can create a copy of cycle

User can copy an existing Comp Cycle set up

Object Management page

 

Can manually recalculate object

Grants access to recalculate all fields on an object

Can edit system object properties

Can add/edit Display Field, Import Field, Primary Key field(s), Employee of Record, Comp Cycle of Record, Time Series Flag, Security Flag, View in Data Management Flag, and Disable Calcs Flag

Grids page

Grants access to Configuration - Grids

Can create & modify system grid views

Can create and modify grids where Access Rights = "System"

Can create & modify group grid views

Can create and modify grids where Access Rights = "Group"

Alerts page

Grants access to Configuration - Alerts to create and modify alerts

Data Management page

 

Resource Center page

User can access Resource Center to view/modify/add/delete Currency Schedules

View imports history

User can see all imports by any user including errors

Can schedule imports

User has access to create and edit import schedules either from an API or SFTP. Requires API and/or SFTP Configuration in System Settings

Can access imported files

User can download files imported by any user

Can import

Grants access to import files to all objects according to role security settings

Can download data

Grants access to download object data according to role security settings

Can manage templates

User can create, modify, delete import and export templates

User can import security settings

Gives access to import user specific security. NOTE: this import does not create user accounts. All users must exist prior to importing security settings.

Can import proxy users

User can import proxy user assignments

Can export API Data

User can export data via Compose API or Paycor/UKG Api. Requires API Configuration in System Settings

User Management page

 

Can create/modify users

User can add new users or modify existing users, security settings and role rank rights apply

Can remove role from all users

User can remove all users from roles they have access to

Can delete user

User can delete any existing user account. Deleted accounts show up with "-(deleted)" appended to username in all audit logs and modified system settings

Can manage roles

User can modify role settings for ranks below their own role

Can manage groups

User can add, modify or delete role groups

Automated Users page

User can add, modify or delete automated user groups that create new users based on specified criteria

Can manage external API users

User can add, modify, or delete external API users. Applies to Compose API, not UKG/Paycor APIs

Report page (Admin)

Grants access to Configuration - Reports, specific template access must to granted to modify reports

Custom pages

Grants access to Configuration - Custom Pages to create, modify or delete custom pages

Automations page

Grants access to Configuration - Automations to create, modify or delete Automations

Can change batch interval

User can update the amount of time data is processed after a trigger criteria is met before kicking off the automation

Can create copy of automation

User can copy an existing Automation and modify as needed

Can trigger manually

User can manually run an automation

Settings page

User can access Configuration - Settings, including activating currencies

System Status page

User can access Configuration - Settings to view current events running or events that ran in the last 72 hours (ie. Calculations, Automations, etc)

Notifications

Grants access to the Bell icon at the top right to view messages, exception notifications and reports run by logged in user

Can send messages in Notifications page

User can send messages within Compose to their role or any role with a rank below

Broadcast Messages page

Grants access to Broadcast Messages tab to create, modify or delete messages to Compose users

Report Access

 

Run reports in browser immediately while you wait

Allows option to run a report and have it open immediately instead of going to Complete Reports to download. Applies to both Admin side and Manager side, as access allows

Excel Report Access

Grants access to see Excel Template in the Run New Report dropdown and download the Excel Template reports they have access to

Report Template Access

Assign which Reports the user can see under the Reports tab or in the Reports button, based on access to those areas

Report Name

Options vary based on client-specific setup

Data Sources Access

Related to report writing tool, DevExpress

Can access objects

Can access all objects as a data source when building a report in DevExpress,  security access still applies to data displayed in a report run

Can access audit

Can access all audits as a data source when building a report in DevExpress

Can access budget allocation

Can access budget allocations as a data source when building a report in DevExpress, security access still applies to data displayed in a report run

Can access user info

Can access user data as a data source when building a report in DevExpress

Can access docusign

Can use Docusign as a data source when building a report in DevExpress

Can access email statuses

Can access email statuses from SendGrid as a data source when building a report in DevExpress

Alerts Rights

 

Alerts allow admin override

If an Alert has "Allow Admin Override" checked, data will still save for the user despite alert being triggered

Comp Grid Page Rights

 

View eligible budget

Grants user access to the 3 dots next to the employees' names to see individual employee's allocated budget numbers

View events log

Grants user access to the 3 dots next to the employees' names to see an audit trail of changes to grid data

View employee details

Grants user access to the 3 dots next to the employees' names to navigate directly to the People page for that employee

View predictive planning results

User can view predictive planning results previously run for individual users. Requires Predictive Planning configuration in System Settings

Budget Summary

Assign which Filtered Budget Summary widgets the user can see in the Comp Grid

Budget Widget Name

Options vary based on client-specific setup

Recommend

 

Has access to "Grid Type" dropdown

On the Comp Grid, user can change the Grid Type display from the default. Grid access settings apply to which grids the user can select

Has access to "Export" button

User can export the current Comp Grid view to excel, including Population Filter and Currency selection

Has access to "Reports"  button

User can access Reports from a button on the Comp Grid instead of clicking on the Reports tab, specific report access must be granted

Has access to "Grid Settings"  button

Grants user access to add, remove, or rearrange fields in their own grid view. Field availability depends on field access granted

Can access "Filtered Budget Summary"

Grants access to see Filtered Budget Summary on the grid, specific widget access must be granted

Can reset overriden values

User can revert an overriden value to the original calculated value

Can see overriden values

User can see overridden values in bold on the Comp Grid with Edited as hover over text

Can run individual predictive planning

User can re-run Predictive Compensation for individual employee. Requires Predictive Planning configuration in System Settings

Can run predictive planning

User can re-run Predictive Compensation for all employees. Requires Predictive Planning configuration in System Settings

Review

 

Submit workflow population partially

When Review Chain is setup, user can submit segments of their hierarchical population without having to submit everyone at the same time

User can edit grid after workflow has been submitted

Grants access for user to make edits to their population even after submitted through review chain for approval

Can submit before lower-level submission

Allows Planning Managers in Review Chain hierarchy to approve before subordinates have submitted up to the current level. Enabling this allows users to skip approval levels.