Roles and Permissions
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 ...
How to edit custom roles
1. In the left-hand navigation, click on the People management tab then click Settings. 2. Select Roles & permissions. 3. Select the Custom roles tab to view a list of all custom roles that have been created for your organization. 4. Click on the ...
How to create custom roles
With custom roles, you can create completely brand new roles with any number of permissions. 1. In the left-hand navigation, click on the People management tab then click Settings. 2. Select Roles & permissions. 3. Select the Custom roles tab. You ...
Frequently Asked Questions
Q: If an Owner changes an employee’s compensation setting to “Everyone”, whose compensation will the employee see? A: Once an employee’s compensation setting has been changed to “Everyone”, the employee will have the ability to see any other ...
How to manage employee roles and permissions
Roles and permissions How to view roles 1. In the left-hand navigation, click on the People management tab then click Settings. 2. Select Roles & permissions. 3. There are 2 tabs in Roles and Permissions: Default roles and Custom roles. Default roles ...