As part of the Access Control Section in Settings there is a list of every permission in the platform. There are over 340 different permissions affecting what employees can see, do or access in the platform, these can be categorised into 3 key areas as seen below.
Permission types can be categorised into 3 key areas:
People Data Permissions
These types of permissions are the largest category and will affect your end users the most. They relate to elements of information stored on an employee’s profile, including:
People Data Permissions relate to these areas in two ways:
Major Function Permissions
These permissions grant overall access to key platform features. Specifically, they relate to the ability to:
These permissions work in conjunction with People Data Permissions (see below). While it is necessary to have the relevant Major Function permission enabled to perform an action in the platform, they are not always sufficient in themselves to allow access.
For example, a manager may have the People Data permissions to view the Diary Notes of their direct report, but they must also have the “View Diary Notes” permission enabled at a Major Permission Level to actually access the diary note on their direct report’s file.
People Data vs Major Function permissions
Major Function Permissions manage access at a broad, big-picture level, while People Data permissions are more finely tuned.
Information stored in this platform is highly valuable and also potentially very sensitive. It is for this reason that there are two layers of permissions governing access to key parts of the system.
System Options Permissions
These permissions control access to different parts of the platform and whether users have the ability to make changes to the way the platform operates. These permissions relate to:
Many of these areas are integral to the way the system is set up and operates. Others control access to potentially sensitive information. For this reason, we recommend working with your customer success team if you need to make any changes, and regularly checking that access is configured correctly for your needs.
|Note: Please contact your customer success team if you wish to amend user permissions so we can advise you of any potential consequences to modifying employee permissions.|