Roles and permissions
Set up roles and add permissions.
Add and remove permissionsThis article offers guidance on adding and removing permissions from a post, role or directly on an employee's record.
Permission to view traffic lights and diagnosticsFollow these steps to give a user permission to view traffic lights details and the Diagnostic menu.
Greyed out menusFollow these steps if a menu you need to access is greyed out.
Permissions needed for an employee to see other employeesYou can give an employee permission to view other employee profiles on the system by following the steps in this article.
Create a new roleYou can create a new role by going to the Roles & Permissions menu.
Unable to see a roleFollow these steps if a user cannot see a role under Roles & Permissions or is unable to assign it to an employee.
Permission to see the My Team menuFollow these steps to give an employee access to the My Team menu.
Permission to view the Dashboards menu under SetupFollow these steps to give a user access to the Dashboards menu under Setup if this is greyed out for them.
Permission to run the Sickness Trigger reportFollow these steps if you need to give an employee access to run one of the Sickness Trigger reports.
Permissions to view the Payroll menuFollow these steps if you need to give an employee permission to see the Payroll menu and all the options under it.
Add permissions to view a division, section or subsectionFollow these steps if you want to give another employee access to view or edit one of the divisions, sections or subsections in the organisational structure.
Permission to see the Content menuFollow these steps to give access to an employee, role or post to see the Content menu under Setup.
Permission to view Post Details on an employee profileFollow these steps if you are unable to view an employee's Post Details button or details.
Give an employee access to the Absence page onlyFollow these steps to set up a new role which will only give the employee access to the Absence page on other employee profiles.