Go to Sage HR
All Collections
Core Sage HR
Set up Sage HR
Set up user access levels and permissions

Set up user access levels and permissions

Set up what you want your employees to have access to in Sage HR
Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Once you set up your employee data, you can assign access levels to your employees, as well as configure their permissions.

User access levels

The access levels determine what your employees can see and do, when they sign in to Sage HR.

There are three access levels:

  • Employee

  • Accountant

  • Administrator

Assign access levels to your employees

  1. Click Company, then on the Directory tab, click the relevant employee.

  2. From the Access level drop-down, select Employee, Accountant or Administrator.

  3. Click SAVE.

Permissions settings

These settings allow you to tailor the different access levels.

  1. Click your sign in name in the top right-hand corner.

  2. Click Settings, on the settings menu, click PERMISSIONS.

There are five different permissions groups:

Global permissions

These permissions settings apply to all employees, including admin users.

These settings allow you to control whether employees can see all team calendars, or just their own team, when they can request time off. You can choose what details they can change on their employee record.

For more information on global permissions - Read more >

Admin permissions

Here you can view any employees with administrator access rights and enable or disable access to Settings.

Read more >

Team manager permissions

Employees in this group have access to their team member information.

There are two types of managers:

  • Team managers - based on Teams Settings. These employees are managers to one or multiple teams, and can access all employees in their teams.

  • Direct managers - based on the Org chart. This person has subordinates on the Org chart structure and can access all employees who are one level directly under them.

For more information on setting up team manager permissions - Read more >

Employee permissions

These are the settings you can choose to enable or disable for employee permissions and what they can see and do in Sage HR.

For more information on setting up employee permissions - Read more >

Accountant permissions - only available with Leave Management

Employees in this group can access time off and timesheets reports.

For more information on setting up Accountants permissions - Read more >

Did this answer your question?