Access levels: Tracker I-9 Security Roles
Security Role
In order to create a user profile, Security Role is required to access the I-9 records. The system default Security Roles are:
- Advanced User Without E-Verify
- Intermediate User Without E-Verify
- Basic User Without E-Verify
- Advanced User With E-Verify
- Intermediate User With E-Verify
- Basic User With E-Verify
Please see the matrix below that outlines the access levels for these Security Roles.
Tracker I-9 Complete Feature |
Advanced User |
Intermediate User |
Basic User |
Dashboard |
X |
X |
X |
Global Message |
X |
X |
X |
Form I-9 Task Due |
X |
X |
X |
Audit Risk Exposure |
X |
X |
|
Organization Wide Summary |
X |
|
|
Latest I-9/E-Verify News |
X |
X |
X |
Remote Access Records |
X |
X |
X |
Most Recently Visited |
X |
X |
X |
|
|
|
|
Manage I-9 |
X |
X |
X |
Create/Edit Employee Profile |
X |
X |
X |
Create New Form I-9 |
X |
X |
X |
Create Historical I-9 (If enabled) |
X |
X |
|
Review/Edit Historical Data (If enabled) |
X |
X |
X |
Create Remote Access Section 1 (If enabled) |
X |
X |
X |
Create Remote Access Section 1 and 2 (If enabled) |
X |
X |
X |
Stop Remote Access Workflow |
X |
X |
X |
Create Section 3 Entrees |
X |
X |
X |
Edit Section 3 Entries |
X |
X |
X |
Delete Section 3 Entrees |
X |
X |
|
Edit Existing Form I-9 |
X |
X |
X |
Upload Attachments |
X |
X |
X |
Purge I-9 Records |
X |
|
|
Delete I-9 Before Section 2 Is Signed |
X |
X |
X |
Delete I-9 After Section 2 Is Signed |
X |
|
|
Delete Preparer/Translator Portion of Section 1 |
X |
X |
|
Paper Signature Option Available |
X |
X |
|
Move I-9 Between Employee Profiles (If Enabled) |
X |
|
|
Access Employees Assigned to Other Managers |
X |
X |
X |
|
|
|
|
Manage E-Verify |
X |
X |
X |
Process E-Verify Cases |
X |
X |
X |
E-Verify On/Off Toggle |
X |
|
|
View E-Verify Cases |
X |
X |
X |
View E-Verify Case Report |
X |
X |
X |
View E-Verify/I-9 Discrepancies |
X |
X |
X |
E-Verify Duplicate Case Report |
X |
X |
|
Create New E-Verify Cases for |
X |
|
|
|
|
|
|
Audit Notes/Audit Management |
X |
X |
X |
Audit Management menu option |
X |
X |
|
Risk Alerts Report |
X |
X |
|
Incomplete I-9 Report |
X |
X |
|
Audit Batch Management |
X |
|
|
Create New Audit Note |
X |
X |
|
View Existing Audit Note |
X |
X |
X |
Edit Existing Audit Note |
X |
X |
|
Delete Existing Audit Notes |
X |
||
|
|
||
Resolve (If enabled) |
X |
X |
X |
Resolve Errors |
X |
X |
X |
View/Edit Error Table |
X |
||
Create new Resolve Records in UI |
X |
||
Reset Record Button |
X |
||
|
|
|
|
Reports |
X |
X |
X |
I-9 Record Summary List View |
X |
X |
X |
I-9 Custom Report Tool |
X |
X |
|
I-9 Purge Report |
X |
|
|
Audit Trail |
X |
X |
X |
|
|
|
|
Help |
X |
X |
X |
User Manual |
X |
X |
X |
E-Verify Training |
X |
X |
X |
External Resources |
X |
X |
X |
Support Options |
X |
X |
X |