How to assign roles

1. In the left-hand navigation, click on the People management tab then click Settings.

2. Select User management.

3. Find the employee you want to assign the add-on role to and click the three dots next to their name, then click below to edit their roles. 

Note: Employees must accept their invitation before they appear in the Active tab. By default, all new employees are assigned the “Member” role. For more information on how to invite employees, check out our How to invite employees to People Directory & Time Off article.

4. You can assign main roles, add-on roles, and/or custom roles from this window. Only one main role can be assigned to each employee but you can assign as many add-on roles or custom roles as you need. The employee will receive the highest permissions from each role. 

Main roles can be assigned from the dropdown. 

Note: Owners have full access (except Payroll) and don’t require extra roles. An employee is assigned a manager role in the system if there are direct reports under the employee.

5. From the Add-on roles tab, check the box next to each add-on role you want to assign to the employee.

6. From the Custom roles tab, check the box next to each custom role you want to assign to the employee.

7. On the right hand side of the pop-up, you can check to see which role(s) are associated with each permission by hovering over the icon. 

8. Click Save.

9. To assign the Compensation view settings, select the view from the dropdown.

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