Understanding Employee permissions and profiles

Using permission profiles, you can manage many employee restrictions and have more control over what your team can access. Permission profiles are a list of permissions you can choose which can be added to a profile and assigned to your employees, saving you valuable time 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 that can be 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 listing- Select Manage Permissions - Select the columns you want to allow access to - Click on Update Permissions

2- Team permission profiles:

These preset permissions are chosen and set under a profile. You can assign multiple employees the same permissions profile without manually assigning permissions to each of them.

In order to make the operational process easier for you, we have six predefined permission profiles based on the most commonly available departments. Each profile comes with a special set of pre-selected permissions that can be assigned to your staff or customized by you.

To customize existing permissions profiles, follow these steps:

Go to Employees- Click on Permission Profiles - Select the permission profile you want to customize - Make the relevant changes - Click on Save.

To manage and create new permission profiles, please follow the steps below:

Go to Employees - Click on Permission Profiles in the top right - Click on Add Permission Profile - Enter the name of the profile - Select the columns to configure profile access - 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 small gear icon next to an employee listing - Select Manage Permissions - On the top right under Permissions Profile, select the profile you want to assign - Click on Update Permissions.