Custom Employee Access

Giving Employee's Custom Access to Specific Users:

By default, user access is given by the "reports to" title under Positions. However, if you would like to verify this access or customize access for a specific user, you can do so under individual employee settings.

Click on Settings:

Click on User Settings:

Click on Employees for the User you want to edit:

What do these settings affect?

  • No access means Andy Bernard will not have any access to this person's data.
  • Access means Andy Bernard will have access to this person's data.
  • Direct Report grants Andy Bernard access to data and also will notify Andy Bernard in regards to things like pending vacations, etc.
  • This page will control access to personal data like payroll hours, vacation days, etc.
  • Even if access is turned off, Andy Bernard will still be able to see data from the person like CommLog posts, etc.
  • Still need help? Contact Us Contact Us