Our permissions functionality provides customisability and control over what you want certain users to see and have access to.
How does it work?
There is a Roles section in your permission settings.
When you add someone to your company, by default they're assigned to the Employee role. You can also assign them to other existing roles. For any of these roles, you can amend their permissions at any time.
You can use existing roles and amend their permissions, and you can create a new role with its own specific permissions that differ from your existing roles.
EXAMPLE: You want someone to have access to view employees' time off, but only for employees within their team.
Below are three useful guides to help you use and get familiar with these new permissions.
Default permission roles
See the existing roles available and what access they provide.
Manage roles
See how you can assign users to roles, edit these roles, and even create new roles.
Configure permissions of your roles
Edit what permissions your existing roles have access to.
Available permissions
View a list of all permissions you can add or edit within a role.
Common questions
How many roles can I assign to someone?
You can assign a user to multiple roles. However, the more roles you assign someone to, the harder it may be to track what a user has access to. You can check their permissions via their profile.
EXAMPLE: If someone is assigned to a role that only allows them to upload documents for themself, but also assigned to another role that allows them to upload it for everyone, then the role with the least strict permission has priority.
Do I have to use the existing roles?
No, you don't, and if you do you could amend some of them yourself or duplicate them to then make changes that suit your needs.
What happens if a user is assigned to more than one role?
The least strict permission always takes priority.
EXAMPLE: A user is assigned to Role A, which only allows the user to request time off for themselves. They are also assigned to Role B, where they can request time off for other people.
This is why they can request time off for other employees.
Do these permissions affect being able to see other people's payslips
If you use Sage HR integrated with Sage 50 Payroll (UK only), these new permissions don't affect payslip functionality currently. It is still the case that only someone assigned as 'Administrator' from their profile can view all other people's payslips.
You can't control which employees they can see payslips for. It is either all employees or no employees.
What modules do the new permissions affect?
Permissions for Roles only change permissions for the Core HR, Leave Management, and Expenses modules.
Controlling what users have access to in Timesheets, Shift Scheduling, Performance, and Recruitment is done within other settings.