The Simple Guide To…Permissions
“What am I?” is a compelling prompt for some deep introspection, but not necessarily the sort of existential angst you want to face while trying to approve Jen’s holiday request on a Wednesday morning.
You can find your permission level on your profile. The only person who can change permissions is a Company Leader, so if you feel like you need access to something you don’t currently have, that’s who you need to talk to!
Here’s a handy cheat-sheet of what each permission type currently allows you to see and do:
Team Member
(Can update their profile, clock in sick and book time off)
✔️ View and update their own profile
✔️ View the Dashboard and Directory
✔️ Request time off from their Team Leader
✔️ View everyone’s approved time off
✔️ Record sick days
✔️ View the Dashboard and Directory
Team Leader
(Approve holiday and oversee their team’s profiles)
✔️ Access and edit their own profile
✔️ View the Dashboard and Directory
✔️ Access and update the profiles of members of their team
✔️ Invite/add new members to their team
✔️ Approve/deny time off from members of their team
✔️ Request time off from the Company Leader
✔️ Make private notes on a team member’s profile
✔️ Archive team members when they leave the company
✔️ Receive a weekly digest about their team
Company Leader
(You’re the boss…you can do and see everything!)
✔️ Access and edit their own profile
✔️ View the Dashboard and Directory
✔️ Access and update everyone’s profile
✔️ Invite/add new Team Members
✔️ Approve/deny time off from Team Leaders
✔️ Have their time off automatically approved
✔️ Customise Charlie via the company settings
✔️ Set annual leave allowance
✔️ Customise team members’ time off allowance
✔️ View and edit salary details
✔️ Set up teams
✔️ Turn on integrations like Slack
✔️ Set and change user permissions
✔️ Archive team members or team leaders when they leave the company
✔️ Export the whole company, or an individual’s data into a CSV file
✔️ Receive weekly digests about the whole company
Administrator
(Everything EXCEPT salary information)
✔️ Access and edit their own profile
✔️ View the Dashboard and Directory
✔️ Access and update everyone’s profile
✔️ Invite/add new Team Members
✔️ Request time off from their Team Leader/Company Leader
✔️ Customise Charlie via Company Settings
✔️ Set annual leave allowance
✔️ Customise Team Members’ time off allowance
✔️ Set up teams
✔️ Turn on integrations like Slack
✔️ Archive Team Members or Team Leaders when they leave the company
✔️ Export the whole company, or an individual’s data into a CSV file (not including salary data)
✔️ Receive weekly digests about the whole company
Accountant
(Can see all the money stuff, but can’t make changes)
✔️ Access and edit their own profile
✔️ View the Dashboard and Directory
✔️ View every Team Member profile, export data and get notified of changes for payroll
✔️ See salary and payroll details for the whole company
✔️ Export the whole company, or an individual’s data into a CSV file (including salary data)
✔️ Receive weekly digests about payroll changes
