PeopleForce

Learn how to configure roles and permissions in the PeopleForce system to optimize access and visibility

Setting up roles in the system

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

Grant access to features in the General section

Learn how to configure access reports and settings when configuring the role permissions

Grant access to reports and settings

Find out how to create and configure a custom role for your company.

Creating a custom role for Recruiter in the system and configuring access rights for it

Learn how to configure field-level access and historical records visibility for the Job tab in employee profiles

Set up permissions for fields and historical records in the Job tab

Permission management system 2.0. New roles and interface

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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