To manage a persons access, you first need to visit their profile within the 'People List' area of the system.
Once in this area, click on the name of the person who's profile you wish to update.
Once you have clicked this and are viewing the persons profile, you can see a three dot menu button in the top right corner below your name.
Once you click this, you will see the following dropdown menu appear.
Click the option 'Manage Permissions' to open the permissions screen.
Now that you are here, you can select which profile permission you wish to apply between Employee, Manager and Administrator.
Employee Access Includes:
Access to their own profile for self service
No access to other employee profiles
Visibility of teams events through the company calendar
Company documents
Access to personal documents that have been granted by an administrator
Mobile app utilisation
Manager Access Includes:
Access to their own profile for self service
Access to team member profiles to view Planners, Contact details and Documents (where admin has granted)
Visibility of teams events through the company calendar
Authorise leave requests
Log/Acknowledge Sick absences and complete return to works
Company documents
Mobile app utilisation
Administrator Access:
Access to all employee profiles and all data contained within
Full access to documents (Company and Personal)
Full visibility of all company events through company calendar
Access to all user settings and permissions
Access to all reports and all reportable data
Access to all employee events via their personal planner (add, edit, authorise and delete)
Access to all system 'To Do's' (approval requests, return to works, absences, manual tasks)
Onboard new starters
Process leavers
Delete employee records