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Grant access to features in the General section
Grant access to features in the General section

Learn how to configure access for employees to different features and menus in the General section when setting up the role permissions

Updated over 4 weeks ago

To ensure employees can effectively perform their job responsibilities, it is essential to configure user roles with appropriate access to the features and menus in the system. This article explores all permissions that can be granted within the General section.

Access to Roles and permissions configuration

In the Settings > Security > Roles & permissions section, you can edit the permissions for default roles or create custom roles for different purposes.

For more details, check Setting up roles in the system.

Setting up General permissions

For All employees, Managers, Team leads, and your custom roles, you can grant permissions to perform various actions at the company level. To do this, you must go to the Company > General section while editing or creating a role and select the options you wish to be available for that role.

Here is the list of all actions and accesses you can provide for a role:

  • Publish announcements & polls: allows users to post polls and announcements on the Home page of the company.
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  • Manage announcements & polls: available if Publish announcements & polls permission is enabled, and allows users to edit or delete polls and announcements published even by other employees.
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  • Manage company links: allows users to edit, delete and add new links in the Company links section.
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  • Allow access to the company calendar: provides access to the Calendar > Company > Calendar tab.
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    Depending on the following permissions, users can view specific information or complete some actions within the company calendar:

  • Manage events on the company calendar: allows users to add new events within the company, as well as edit and delete them.
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  • View leave requests: allows users to view the leave requests of all employees within the company.

  • View employee birthdays: allows users to view birthdays of all employees within the company.

  • View first day of employees: allows users to view the first days of employment for each employee within the company.

  • View employee anniversaries: allows users to view anniversaries of all employees within the company.

  • View employee probation ending: allows users to view when the probation ends for each employee within the company.

  • View last day of employees: allows users to view the last days of employment for each employee within the company.
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  • Allow access to employee directory: provides access to the People > Directory tab where all employees are listed.
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  • Allow advanced search across your directory: allows users to use filtering of all employee fields in the people directory.
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  • Allow access to organizational charts: provides access to the People > Org chart tab, and explore the hierarchical structure and relationships between employees within the organization.
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  • Add new employees: allows users to add new people to the system.
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  • Enable/disable employee self service: With this permission, you give users the ability to manage each employee's access to the system.
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  • Send welcome letters: allows users to send invitations with login details to all employees within the company.

  • Reset passwords: allows users to send emails with the password change for all employees within the company.

  • Terminate employees: allows users to terminate each employee within the company.

  • Delete employees: allows users to remove employees from the system. Profiles can be restored through support if needed.
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  • View terminated employees: allows users to use the Terminated filter and view all terminated employees in the Directory tab.
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  • Manage onboarding: allows users to view all ongoing onboardings, their progress and details about new hires.
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  • Manage offboarding: allows users to view terminated employees, all ongoing offboardings, and their progress.
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  • Manage probation: allows users to view employees on probation.
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  • Change employee photos: allows users to edit or delete the profile photo for each employee within the company.
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  • Create tasks: allows users to create tasks and assign them to all employees within the company.
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  • Manage tasks: available if Create tasks permission is enabled and allows users to view all tasks within the company (in the Tasks > Company section), edit them, delete, mark as completed or reopen.
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  • Manage company submitted forms: provides access to the Requests tab with all submitted forms for self-service requests or changes in other people's data. In addition, users can approve, reject, edit, delete and withdraw submitted forms.
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  • Manage suggestions: allows users to edit, delete, and manage the status of all submitted suggestions within the company.
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  • Knowledge base: provides access to the Knowledge base tab if the View option is selected. The Edit option allows users to not only view the content of the Knowledge base but also to add, edit, and delete it. The None option means that the Knowledge base tab will not be visible for the user.
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  • Settings: provides access to a specific section of General settings for users to customize the platform.
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  • Access can be granted to all or specific settings sections from the following: General, Billing, Alerts, Import, Exports, Integrations, Webhooks.
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Managing roles and permissions: Granting access to features in the General section
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