How do I manage a users permission settings within the HR section?

Navigate to the Human Resources > Settings > Permissions. To add permissions for a specific staff member by select the Add button, select their “Role” which will select all the standard permissions for that role, then you can select the staff member and customize the permissions as you see fit then Save your settings. 



On the role summary page, under Setup > Roles, you can edit or delete a role using the buttons beside the role name under the options column or export a roles list at anytime. 


To add a Role, select the New Role button, give the role a name, and then go through each feature and select the desired capabilities for the role and select Save at the bottom right of the webpage. 

Important notes 

  • If you select the View (own) the View (Global) option will fade out and vice versa. 
  • View (Own) means the user can only see their own content for that feature. 
  • View (Global) means users with this role can view everyone's content within the associated feature.   

 

Did you find this article useful?