Your intelliHR platform comes pre-loaded with basic permission groups that can be customised to suit your needs. During the implementation process the customer success team will work with you to customise these to match your business needs. If you wish to make any further amendments to the permission groups or create new permission groups, please follow the instructions below.
Your Permission Groups are developed and tested during the implementation process and need to be managed effectively to ensure employees can access what they need to access, without compromising sensitive information. Permissions also affect which sections of the platform users can access to ensure the integrity of the platform. For example:
- The Compliance section contains sensitive information and would typically be limited to System Administrator(s).
- The Managers Log contains information typically required only by an employee’s supervisor and the System Administrator(s)
- Automation and Settings sections affect how the system and processes operate, so would typically be restricted to the System Administrator to avoid accidental changes
The Analytics tab has 18 sections that contains a range of valuable data. However, some of this information is highly sensitive and should be reserved for only certain groups. This is where Permission Groups can help out by segmenting your organisation and identifying who is privy to certain information. The following shows how to create a Permission Group and how to select the relevant Permissions for the relevant Permission Group.
Creating a Permission Group
Navigate to Settings >> Access Control.
Select + Create Group.
Enter the desired name for the Permission Group and click Create Group.
Entering Permissions for your Permission Group
Select the Permission Group you wish to add Permissions to.
Go through and Allow or Deny access for the Permission Group.
Click Save to save your selection.