Define Admins & Permission Groups

Modified on Wed, 11 Dec, 2024 at 12:26 PM

This guide covers two things:

How to set up admin groups
How to add admins and assign permissions

How to set up admin groups

Go to Company > Admin Management.

The Default Group for the Super Admin role grants all permissions. To set up custom groups with different permissions, click on "Add new group".

Give the group a name, then choose what permissions the group should have. For example, "Payroll Admin" that can only manage "Payroll".

Editing existing groups

To modify the permissions of an existing group, click the pencil icon next to the desired permission group.

To delete a group, click the bin icon. Deleting a group will automatically revoke all permissions assigned to admins within that group.

How to add admins and assign permissions

Once the groups have been set up, you can go to the Add Access tab to add admins.

Click on Add new admin.

Then, you can select the relevant employee that you want to assign admin permissions to, choose the scope of their permissions, and assign them to the relevant admin group.

Under Scope, you can choose from the following:

Own Company - permissions over the admin's own company
Subsidiary Companies - permissions over ONLY subsidiaries of the admin's own company
Own & Subsidiary Companies - permissions over the admin's own company and subsidiary companies
Group Admin - permissions over the whole group of companies, except over the Super Admin
Super Admin - permissions over everything for the whole group of companies
Select Companies - permissions over certain selected companies

Notes on admin permissions

You can add as many admins and groups as you like.
You can assign multiple groups to one admin. At least one group must be selected.
If all groups are removed from an admin, you will be prompted to delete them as an admin.
An admin cannot change their own permissions.

List of Permissions

Can manage "Company Profile": This permission gives the admin rights to manage the Company Profile page.
Can manage "Admin Groups": This permission gives the admin rights to manage the Admin Groups, define admins and assign groups to admins. The admin cannot edit their own permissions.
Can manage "My Employees" except off-boarding: This permission gives the admin rights to manage My Employees (add and edit) and their official and personal details. This permission does not give the admin rights to off-board any employee.
Can off-board employees: This permission gives the admin rights to only off-board any employee. The admin cannot add an employee or edit any employee details with these permissions.
Can manage "Resource Centre": This permissions gives the admin rights to manage the company Drive.
Can manage "Payroll": This permission gives the admin rights to manage Payroll. The admin can create Pay Types and generate payslips for employees.
Can manage "Leave": This permission gives the admin rights to manage Leave. The admin can create Leave Types and Leave Periods, manage Leave Balances and approve leave applications.
Can manage "Expense Claims": This permission gives the admin rights to manage claims. The admin can create Expense Types, configure Expense settings and approve claim applications. The admin can also assign expense types and approvals to employees, as well as approve claims on behalf of designated approvers.
Can manage "Goals & Performance Module": This permission gives the admin rights to define KPI metrics under Performance Manager. The admin can create KPIs at a company level, department level and individual level.
Can manage "Timesheet": This permission gives the admin rights to manage Timesheet. The admin can review, edit, approve, and generate reports related to Timesheet entries. The admin can also assign timesheets and approvals to employees, as well as approve timesheet on behalf of designated approvers.
Can manage "Approval": This permission gives the admin rights to configure the Approval settings.

Checking admin permissions

To see an overview of what permissions each admin has, go to the Permission Overview tab.