How to assign roles and permissions to team members.
Under Role Management, Admins can assign different permissions to team members, allowing access to specific actions on the platform.
Step 1
Under Settings, click on Role Management and click on Assign Roles.
Step 2
Insert the employee name you wish to assign permissions to. You can select more than one employee.
Step 3
Select the appropriate roles from the list. You can select multiple roles for the same employee. Hovering over the Information icon allows you to see all the specific actions enabled with each role.
Below is a list of these permissions and what will be visible to each role on the platform with the assigned access level:
1. Attendance Kiosk Manager:
- Manage attendance kiosk mode.
- Manage check-in and check-out on behalf of employees
2. Attendance Manager:
- Additional Attendance Manager-related permissions
- Custom fields manager policy
- Edit employee
- List and view employee timesheet
- List and view work timings
- List leave requests of an employee
- Manage attendance configuration
- Manage attendance kiosk mode
- Manage attendance scheduled extra hours
- Manage attendance time and pay adjustments
- Manage attendance visit locations
- Manage attendance work timings
- Manage check-in and check-out on behalf of employees
- Manage company attendance policies
- Manage company attendance-related processes
- Manage company configuration
- Manage employee attendance policy
- Manage integrations in the company
- Read attendance biometric data
- View and manage pending attendance time and pay adjustments
- View Muqeem integration
3. Corporate Cards Card Creation Manager:
- Create/Update Corporate Cards
- List employees
- Manage company Corporate Cards
- View the expense overview page for Corporate Cards
4. Corporate Cards Manager:
- Manage company Corporate Cards
- View the expense overview page for Corporate Cards
5. Employee Claim Manager:
- Health services claims manager policy
6. Expense Manager:
- Additional expense manager-related permissions
- Air ticket manager policy
- Custom fields admin policy
- List employees
- Loan requests manager policy
- Manage company Corporate Cards
- Manage integrations in the company
- Read leave requests of an employee
- View the Getting Started page for Corporate Cards
- View Muqeem integration
- Work expense configuration manager policy
- Work expense manager policy
7. Insurance Billing Manager:
- List endorsements
- View company billing data
8. Insurance Manager:
- Add company documents
- Add employee
- Additional Insurance Manager-related permissions
- Create endorsement
- Custom fields manager policy
- Delete employee
- Edit employee
- Health services claims manager policy
- List employees
- List endorsements
- Manage company document types
- Manage company documents
- Manage integrations in the company
- Read company documents
- View Muqeem integration
9. Line Manager:
- Additional Line Manager-related permissions
- Air ticket line manager policy
- Custom fields line manager policy
- List and view employee timesheet
- List and view work timings
- List performance management goal type
- Loan requests line manager policy
- Manage attendance kiosk mode
- Manage attendance scheduled extra hours
- Manage attendance visit locations
- Manage check-in and check-out on behalf of employees
- Manage company attendance-related processes
- Manage employee time off leave request actions and attachments
- Manage employee time off leave requests
- Manage performance management catch-up by manager
- Manage performance management goals on behalf of an employee
- Manage performance management review as a manager
- Manage time off leave requests on behalf of an employee
- Review attendance time and pay adjustments
- View and manage pending attendance time and pay adjustments
- View company calendar
- View performance management cycles
- View performance management scale rate
- View time off leave balances of employees
- Work expense line manager policy
10. Newsfeed Post Creator:
- News feed creator policy
11. Payroll Table Manager:
- Accounting Manager
- Add company documents
- Add employee
- Additional Payroll Table Manager-related permissions
- Air ticket manager policy
- Change the status of transaction requests for all employees
- Custom fields admin policy
- Edit employee
- Loan requests admin policy
- Manage company Corporate Cards
- Manage company document types
- Manage company documents
- Manage integrations in the company
- Manage payroll configurations
- Payroll templates manager policy
- Read leave requests of an employee
- View the Getting Started page for Corporate Cards
- View Muqeem integration
- Work expense configuration manager policy
- Work expense manager policy
12. People Manager:
- Add company documents
- Add employee
- Additional people manager-related permissions
- Air ticket admin policy
- Announcements admin policy
- Create endorsement
- Custom fields admin policy
- Delete employee
- Edit dependent profile on behalf of all employees
- Edit employee
- Health services claims manager policy
- List endorsements
- Manage company configuration
- Manage company document types
- Manage company documents
- Manage courses
- Manage integrations in the company
- Manage Muqeem integration in the company
- Manage work centers for shift schedule
- News feed manager policy
- Schedule shifts for employees
- View employees’ ecards
- Asset management
13. Performance Manager:
- Additional Performance Manager-related permissions
- Bulk edit performance management goal
- Custom fields manager policy
- Edit employee
- Manage performance management catch-up by manager
- Manage performance management cycles
- Manage performance management feedback tag
- Manage performance management goals on behalf of an employee
- Manage performance management goal type
- Manage performance management review as HR admin or Performance Manager
- Manage performance management review as a manager
- Manage performance management scale rate
14. Role Manager:
- Manage employee roles
- View assigned roles
15. Shift Scheduler:
- Manage integrations in the company
- Schedule shifts for employees
- View Muqeem integration
16. Super Admin:
- Accounting Manager
- Add company documents
- Add employee
- Additional Insurance Manager-related permissions
- Additional Super Admin (HR Admin) related permissions
- Additional Time Off Manager-related permissions
- Additional people manager-related permissions
- Air ticket admin policy
- Air ticket configuration manager policy
- Announcements admin policy
- Assign time off leave types to employees
- Assign time off work weeks to employees
- Bulk edit performance management goal
- Change the status of transaction requests for all employees
- Custom fields admin policy
- Delete employee
- Edit dependent profile on behalf of all employees
- Edit employee
- Asset management
- Health services claims manager policy
- Letter requests manager policy
- List and view employee timesheet
- List and view work timings
- Loan requests admin policy
- Manage approval flows
- Manage attendance biometric device configuration
- Manage attendance configuration
- Manage attendance kiosk mode
- Manage attendance scheduled extra hours
- Manage attendance time and pay adjustments
- Manage attendance visit locations
- Manage attendance work timings
- Manage check-in and check-out on behalf of employees
- Manage company Corporate Cards
- Manage company attendance policies
- Manage company attendance-related processes
- Manage company configuration
- Manage company document types
- Manage company documents
- Manage company time off configuration
- Manage company time off template configuration
- Manage courses
- Manage employee attendance policy
- Manage employee roles
- Manage employee time off leave request actions and attachments
- Manage employee time off leave requests
- Manage integrations in the company
- Manage Muqeem integration in the company
- Manage payroll configurations
- Manage performance management catch-up by manager
- Manage performance management cycles
- Manage performance management feedback tag
- Manage performance management goals on behalf of an employee
- Manage performance management goal type
- Manage performance management review as HR admin or Performance Manager
- Manage performance management review as a manager
- Manage performance management scale rate
- Manage sabb integration in the company
- Manage surveys in the company
- Manage time off leave requests on behalf of an employee
- Manage work centers for shift schedule
- News feed admin policy
- Payroll templates manager policy
- Read attendance biometric data
- View and manage pending attendance time and pay adjustments
- View assigned roles
- View company billing data
- View company calendar
- View the expense overview page for Corporate Cards
- View the Getting Started page for Corporate Cards
- View time off leave balances of employees
- Work expense configuration manager policy
- Work expense manager policy
17. Time off Manager:
- Additional Time Off Manager-related permissions
- Assign time off leave types to employees
- Assign time off work weeks to employees
- Custom fields manager policy
- Edit employee
- List and view work timings
- Manage attendance work timings
- Manage company time off configuration
- Manage company time off template configuration
- Manage employee time off leave request actions and attachments
- Manage employee time off leave requests
- Manage integrations in the company
- Manage time off leave requests on behalf of an employee
- View company calendar
- View Muqeem integration
- View time off leave balances of employees
18. Transaction Processor:
- Accounting Manager
- Add company documents
- Add employee
- Additional Payroll Table Manager-related permissions
- Additional Transaction Processor-related permissions
- Air ticket manager policy
- Change the status of transaction requests for all employees
- Custom fields admin policy
- Edit employee
- Loan requests admin policy
- Manage company Corporate Cards
- Manage company document types
- Manage company documents
- Manage payroll configurations
- Manage SAB integration in the company.
- Payroll templates manager policy
- Read leave requests of an employee
- Submit SAB transaction
- View the Getting Started page for Corporate Cards
- Work expense configuration manager policy
- Work expense manager policy