Roles
A person can hold more than one role, and sees everything their roles allow. Some areas also depend on what your company uses, such as payroll.
Employees and contractors see only their own information, such as My profile and My cards.
Add an administrator
- Select Add new, then choose:
- Existing every user to add someone already at your company. Pick them from Choose a person.
- External 3rd party user to add someone from outside your company. Enter their First name, Last name and Work email.
- Under Permissions, turn on at least one role: Employee, Bookkeeper, Company Admin or HR Admin. Each switch describes what the role can do. If your company has the Accounts Payable role, you’ll also see Accounts Payable.
- Select Save.
Manage administrators
The list shows each administrator and, under Permissions, the roles they hold. Open someone’s menu to:- Edit permissions: change which roles they hold, then select Save. They keep only the roles that are switched on when you save.
- Remove administrator: take away their admin access to your company.