How to set up admin groups

Go to Company > Admin Management.

The Default Group for the Super Admin role grants all permissions. To set up custom groups with different permissions, click on "Add new group".

Give the group a name, then choose what permissions the group should have. For example, "Payroll Admin" that can only manage "Payroll".

Editing existing groups

To change the permissions for groups that have already been created, click on the radio buttons under the "Group" tab to add or remove permissions.

To delete a group, click on the "Delete" button. If a group is deleted, all permissions under the group will be removed from any admins under the group.

How to add admins and assign permissions

Once the groups have been set up, you can go to the "Admin" tab to add admins.

Click on "Add new admin".

Then, you can select the relevant employee that you want to assign admin permissions to, choose the scope of their permissions, and assign them to the relevant admin group.

Under "Scope" you can choose from the following:

  • Own Company - permissions over the admin's own company

  • Subsidiary Companies - permissions over ONLY subsidiaries of the admin's own company

  • Own & Subsidiary Companies - permissions over the admin's own company and subsidiary companies

  • Group Admin - permissions over the whole group of companies, except over the Super Admin

  • Super Admin - permissions over everything for the whole group of companies

  • Select Companies - permissions over certain selected companies

Notes on admin permissions

  • You can assign multiple groups to one admin. At least one group must be selected.

  • If all groups are removed from an admin, you will be prompted to delete them as an admin.

  • An admin cannot change their own permissions.

List of Permissions

  1. Can manage "Company Profile": This permission gives the admin rights to manage the Company Profile page.

  2. Can manage "Admin Groups": This permission gives the admin rights to manage the Admin Groups, define admins and assign groups to admins. The admin cannot edit their own permissions.

  3. Can manage "My Employees" except off-boarding: This permission gives the admin rights to manage My Employees (add and edit) and their official and personal details. This permission does not give the admin rights to off-board any employee.

  4. Can off-board employees: This permission gives the admin rights to only off-board any employee. The admin cannot add an employee or edit any employee details with these permissions.

  5. Can manage "HR Templates": This permission gives the admin rights to manage HR Templates. The admin can create a new HR Template or edit any existing HR Template in the system. The admin can also send HR documents to employees and utilise digital signatures.

  6. Can manage "Workflows": This permission gives the admin rights to manage Workflows. The admin can create Workflows and Tasks. The admin can also assign tasks to employees.

  7. Can manage "Payroll": This permission gives the admin rights to manage Payroll. The admin can create Pay Types and generate payslips for employees.

  8. Can manage "Leave": This permission gives the admin rights to manage Leave. The admin can create Leave Types and Leave Periods, manage Leave Balances and approve leave applications.

  9. Can manage "KPI Metrics": This permission gives the admin rights to define KPI metrics under Performance Manager. The admin can create KPIs at a company level, department level and individual level.

  10. Can manage "Insurance": This permission gives the admin rights to manage Insurance. The admin can add classes of insurance and assign them to employees.

  11. Can manage "Doctor Panel": This permission gives the admin rights to define the Panel of Doctors, which can be viewed by employees.

  12. Can manage "Company Wallet": This permission gives the admin rights to manage the Company Wallet. The admin can distribute funds from the Company Wallet to employees.

Checking admin permissions

To see an overview of what permissions each admin has, go to the "Permission Overview" tab.

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