Quick Summary of Step-by-Step Guide:
In-Depth Step-by-Step Guide:
- Access Company > Permissions
Define your User Permissions by clicking on the 'Company' tab, then click the 'Permissions' sub-tab.
- Default Permissions:
The information shown above is pre-filled information. If you are unsure what a specific permission means, hover over the question mark next to the name, and it'll give you a definition. If you need to edit information, click on the pen and paper icon.
Also, 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.
NOTE: 'Limited Access User Permissions' 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.
- Add/Edit Permission Roles
If you need to add a new role, click on the 'Add Role' button. Enter in the name of the new role, copy the details from another role (if applicable) and click 'Save'.
Note: When you add your employees (Adding/Editing Employees), you will assign them one of the roles/categories outlined in the above image (Administrator, Employee, Project Manager, etc.). Each role/category has specific permissions which you can customize however you'd like.
- Save when Finished
After you have completed the information, you will need to remember to click Save.
- Now that you've defined your User Permissions, you should next define your PTO/Sick Time accrual rates (if applicable).
- Check out the Help Article: Define PTO/Sick Time Accrual Rates.