How can I create access restrictions for HR or Admin user groups?

General user permission configuration

Users can belong to different permission groups with different “view” and “edit” rights. An overview is accessible from Settings → Permissions, where the user group can be changed.

Note: it is also possible to change a user’s permission group from the Team section by clicking on the three dots

Company-specific user permission configuration

If operating with multiple companies, there might be a need to have HR or Admin users only access data of a specific set of companies. This is managed by when changing the permission of a user, toggling on the ‘Limit access per company’, and specifying which company(ies) the user should have access to.

Follow the below steps to set this for HR permission group of Administrator permission group:

Open the “Team” page

Find the user who’s permissions you would like to change

Click on the three dots to open the menu

Select “Change Permission Group”

In the window that opens, click to open the “Permission Group” menu

Select the role that you would like to assign the user to from the menu, in this case the HR role

When you make your selection for the HR Permission group, select the option to “Limit Access per Company”

Then select the company or companies that you would like the user to have access to view information for

Once you have selected all relevant companies for the user, click on “Change” to save your selection.

An HR or Admin with company-specific access will have the same access as stated in the permission matrix only for the company(ies) selected.

For any other company, the user will not have access to:

Profiles of users in other companies

Data specific to users in other companies through ‘Insights’ from Team or Pay sections

Payroll of other companies

Access and ability to modify the following specific to other companies

policies, requests, approval flows, timesheets, time tracking, shifts

The permission matrix, clearly outlines the view and edit rights for each permission group in the platform. It can be accessed by going to the Settings then the Permission tab.

Updated on: 12/03/2024

Was this article helpful?

Thank you!