4- Define User Permissions

User permissions in SQUAVA designate the type of access that employees will have over your system.  It prevents unintended access and ensures that sensitive information is only seen by those who should be able to access it.  In addition, the opportunity to introduce errors will be minimized if access is limited, helping to maintain data accuracy.

This help article will help you define user permissions.

Article Overview

1. Permissions page
2. Add permission role
3. Edit permission role
4. Delete permission role

Step-by-Step Guide

1. Permissions page
   To access the permissions page, click the navigation menu located at the top left corner of the screen then select the permissions tab under the company section.  In the permissions page, you’ll see different roles/categories and permissions.
   
   
   
   
   
   

   There are four user permissions; none, view, modify, and admin.  You can hover over the question mark icon next to them to view their definition.
   
   

   a. None - Users will not see these pages.
   b. View - Allow users to view these pages, but not modify them.
   c. Modify - Allow users to modify most of the content on these pages.
   d. Admin - Allow users to have full control over the content on these pages, including actions which may be dangerous.
   
   

2. Add permission role
   You can add a new role by clicking the add role button located at the top right side of the page.  A new pop-up window of add role will appear where you can enter a new role and have the option to copy permissions from existing roles or leave it at none.  Click save once you’re done.
   
   
   
   Note: Limited Access User Permission allows you to give limited access to someone.  An accountant is a great example of a limited access user, and you can specify what access they can/can't have.
   
   If you need to see what the details are with each individual role/category, click on the arrow to the left of each role/category name to show the information.
   
   
3. Edit permission role
   To edit a role title, click on the pen and paper icon on the permission row and edit the name field.  Once you’re done, click the Save button to save the changes made or the revert changes button to cancel.
   
   
   

   
   To edit the permissions, click on the arrow to the left of each role name to show the information.  Choose a category to edit, click the arrow button next to it, and the subcategories section should appear.  Here, you can edit the permissions for each subcategory.
   
   
   
   Once you’re done, click the Save button to save the changes made or the revert changes button to cancel.
   
   
   
   

4. Delete permission role
   Delete a permission role by selecting the delete button on its row.  SQUAVA will ask you to replace the role you are deleting with an existing role.  This is to re-assign the users under that role, so they will still have a role assigned to them after the deletion.
   
   
   
   Once you’ve selected a replacement role, click the save button to delete the role or the revert changes button to cancel.
   
   
   
   

SUCCESS!!! 

• We’ve learned about defining user permissions.
• Check out the Help Article: Define PTO/Sick Time Accrual Rates