Employee permission and profiles
Using permission profiles, you can manage many employee restrictions and have more control over team access. Permission profiles are a list of permissions you have chosen; these can be added to a profile and assigned to your employees, saving you time spent duplicating permissions for employees on the same team.
Let’s understand what employee permissions are:
Employee permissions are sections that you choose for your employee to have access to, there are two ways to set permissions for your employees:
1- Individual employee permissions
2- Team permission profiles
1- Individual employee permissions:
These are custom permissions chosen for a specific employee only, to set this up follow the steps below-
Go to Masters - Employee - Click on the gear icon next to the Employee name- Select ‘Manage Permissions’ - Select the columns you want to give permissions to - Select ‘Update Permissions’
Note: Before making a selection, please place your cursor on the roles to check the dropdown with access, your employee would have access to these sections as well.
Once you make a selection, a few default permissions are selected for you which are tagged as ‘Automatic’. These permissions cannot be changed as your employee needs access to these sections in order to complete their daily task.
2- Team permission profiles:
These preset permissions are chosen and set under a profile; you can give multiple employees the same permissions without manually duplicating them for each by simply selecting the profile.
In order to make the operational process easier for you, we have produced six predefined permission profiles based on different departments. Each profile comes with a special set of pre-selected permissions that can be assigned to your staff or customised by you.
To customise existing permissions profiles, follow these steps:
Go to Employees- Click on Permission Profiles - Select the permission profile you want to customise - Make the relevant changes - save.
To manage and create new permission profiles, please follow these steps:
Step 1: To create permission profiles, Go to Employees - Click on the top right ‘Permission Profiles’ - Click on ‘Add Permission Profile’- Enter the name - Select columns - Click on ‘Save’
How to set permission profiles for your employees?
To set a permission profile for your employee, follow these steps:
Go to Employee - Click on the gear icon next to employee - Select ‘Manage Permissions’ - On the top right under Permissions Profile, select the profile you created - Click on ‘Update Permissions’
Let’s understand what employee permissions are:
Employee permissions are sections that you choose for your employee to have access to, there are two ways to set permissions for your employees:
1- Individual employee permissions
2- Team permission profiles
1- Individual employee permissions:
These are custom permissions chosen for a specific employee only, to set this up follow the steps below-
Go to Masters - Employee - Click on the gear icon next to the Employee name- Select ‘Manage Permissions’ - Select the columns you want to give permissions to - Select ‘Update Permissions’
Note: Before making a selection, please place your cursor on the roles to check the dropdown with access, your employee would have access to these sections as well.
Once you make a selection, a few default permissions are selected for you which are tagged as ‘Automatic’. These permissions cannot be changed as your employee needs access to these sections in order to complete their daily task.
2- Team permission profiles:
These preset permissions are chosen and set under a profile; you can give multiple employees the same permissions without manually duplicating them for each by simply selecting the profile.
In order to make the operational process easier for you, we have produced six predefined permission profiles based on different departments. Each profile comes with a special set of pre-selected permissions that can be assigned to your staff or customised by you.
To customise existing permissions profiles, follow these steps:
Go to Employees- Click on Permission Profiles - Select the permission profile you want to customise - Make the relevant changes - save.
To manage and create new permission profiles, please follow these steps:
Step 1: To create permission profiles, Go to Employees - Click on the top right ‘Permission Profiles’ - Click on ‘Add Permission Profile’- Enter the name - Select columns - Click on ‘Save’
How to set permission profiles for your employees?
To set a permission profile for your employee, follow these steps:
Go to Employee - Click on the gear icon next to employee - Select ‘Manage Permissions’ - On the top right under Permissions Profile, select the profile you created - Click on ‘Update Permissions’
Updated on: 12/04/2023
Thank you!