Roles and permissions

Give HR, managers and employees exactly the access they need, and fix "I can't see this menu".

Every person has one role. The role decides which menus they see and what they can change. Your company starts with three: Employee, Manager and HR. You can edit them or make your own under User Management → Roles.

"Manage" vs "manage any"

Most modules have two kinds of access:

• Manage … opens the page, but an employee only sees their own records (their own leave, their own claims).
• Manage any … shows everyone's records. This is what HR needs.

So if a manager can open Leave Applications but only sees their own, they have "manage" but not "manage any".

Changing someone's role

Open the employee, pick the role in the Role field and save. You can't change your own role, and the company owner always keeps full access.

Not working?

I changed a role but the person still sees the old menus. Ask them to refresh the page. If it still looks old, they can sign out and back in once.

A menu is missing for everyone. Some modules depend on your plan. Check Subscription to see what's included.

I saved the role but my changes are gone. Make sure you clicked the checkboxes inside the module you meant to change. Ticking the module heading selects or clears every permission in that module at once.

Frequently asked questions