Roles and permissions
Set up roles and add permissions.
By Cristiana1 author15 articles
- View only permission for LeaveFollow these steps to set up view only access for managers to their employees' leave.
- 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.
- 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.
- Permission to see the Content menuFollow these steps to give access to an employee, role or post to see the Content menu under Setup.
- 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.
- Permissions to view the Payroll menuYou can view the payroll menu with the correct permissions.
- 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.
- 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 see the My Team menuFollow these steps to give an employee access to the My Team 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.
- Create a new roleYou can create a new role in the system in a few easy steps.
- 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.
- Greyed out menusFollow these steps if a menu you need to access is greyed out.
- Permission to view traffic lights and diagnosticsFollow these steps to give a user permission to view traffic lights details and the Diagnostic menu.
- Add and remove permissionsThis article offers guidance on adding and removing permissions from a post, role or directly on an employee's record.