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Default User Permissions
Default User Permissions

By default, there are 3 levels of access; Standard User, Managers and Administrators.

Updated over a week ago

Main Areas:

Area

Admin

Manager

Employee

Admin Dashboard

Yes

No

No

Manager Dashboard

No

Yes

No

Employee Dashboard

No

No

Yes

View People List

Yes

Team

No

View Employee Overview

All

Team

Own

Add Employee Photo

Yes

Own

Own

Send Login Invite

Yes

No

No

Send Verification Code

Yes

No

No

Mark as Leaver

Yes

No

No

View Profile History

Yes

No

No

Manage Permissions

Yes

No

No

Delete User

Yes

No

No

Add New Starter

Yes

No

No

Allocate To Do's

Yes

Yes

No

View Indirect Reports

Yes

No

No

Add Company Documents

Yes

No

No

View Company Documents

Yes

Yes

Yes

View Org Chart

Yes

Yes

Yes

View Reports

Yes

No

No

Edit/Create Reports

Yes

No

No

System Settings

Yes

No

No

Planner:

Area

Admin

Manager

Employee

View Planner Settings

Yes

Team

No

Edit Planner Settings

Yes

No

No

Add Own Sickness

No*

No*

No*

Add planner event

Yes

Team

Own

Delete past events

Yes

No

No

Edit past events

Yes

No

No

View All Planner Details

Yes

No

No

View Holiday Events

Yes

Team

Team

View Sickness Event

Yes

Team

Team

View Sickness Reason

Yes

Team**

Own

Maternity and Paternity

Yes

Team

Team

View Company Planner

Yes

Team***

Team***

* Users cannot add their own sickness directly to the planner, however if set up, users can notify their manager of sickness via the dashboard.

** Managers can view sickness reasons via the personal planners, but not the company calendar.

*** Individual events may have the own permissions.

Profile Areas:

Area

Admin

Manager

Employee

View Personal Details

Yes

Team

Own

Edit Personal Details

Yes

Own

Own

View NI Number

Yes

No

Own

View Date of Birth

Yes

Own

Own

Edit Date of Birth

Yes

Own

Own

Edit Contact Details

Yes

Only work phone

Own

View Contact Details

Yes

Only work phone

Own

Edit Job Details

Yes

No

No

View Job Details

Yes

No

No

Edit Employment Details

Yes

No

No

View Employment Details

Yes

No

No

Edit Employment Checks

Yes

No

No

View Employment Checks

Yes

No

No

Add Personal Documents

Yes

No

No

View Personal Documents

Yes

Team*

Own*

Edit Pay Details

Yes

No

No

View Pay Details

Yes

Own

Own

Edit Benefits

Yes

No

No

View Benefits

Yes

Own

Own

Edit Training

Yes

Team

Own

View Training

Yes

Team

Own

Edit Bank Details

Yes

Own

Own

View Bank Details

Yes

Own

Own

Edit Company Equipment

Yes

No

No

View Company Equipment

Yes

Own

Own

Edit Disciplinary & Grievances

Yes

No

No

View Disciplinary & Grievances

Yes

No

No

Edit Other Contact

Yes

Own

Own

View Other Contact

Yes

Own

Own

Edit Custom Screen

Yes

No

No

View Custom Screen

Yes

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