How can I limit HR users from seeing the financial details of the rest of the team?
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.
This custom setting ensures that members with HR permissions can only see Financial information throughout the platform, for people in the legal entity or entities which have been selected.
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.
This custom setting ensures that members with HR permissions can only see Financial information throughout the platform, for people in the legal entity or entities which have been selected.
Updated on: 10/03/2024
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