How to delegate system permissions
Permissions give access to the following:
- Company configurations
- Permissions
- Tools
- Agreements
- Licenses
- Activity log
1: Click on 'Company'
1: Click on 'Company' on the left (green arrow).
2: Click on 'Permissions' (red arrow).
You have the following options:
- Purple arrow: Delegate a permission or system template to an employee
- Blue arrow: Edit an employee's permissions
- Gray arrow: Delete an employee's permissions
- Yellow arrow: Create a system template
- Pink arrow: Edit a system template
- Green arrow: Delete a system template.
The tab 'Company' is only visible if you have a system permission
2: Assign permissions to an employee
After selecting 'Assign permissions' (purple arrow in point 1), the following options are available:
- Green arrow: Select an employee
- Red arrow: Select individual permissions
- Purple arrow: Select one or more system permissions
- Yellow arrow: Select a system template, if a template is created
- Blue arrow: Click on 'Create' to save.
3: Create a system template
After selecting "Create template" (yellow arrow in point 1), the following options are available:
- Red arrow: Name the template in your company's languages
- Purple arrow: Select one or more system permissions
- Blue arrow: Click on 'Create' to save.
4: Overview of system permissions
| Permission | Description |
|
Change the company appearance
|
Change the name and logo of the company that is displayed everywhere |
| Change languages | Select what languages the company supports in questionnaires |
| Enable or disable company features | Can toggle features like whether team leaders should be notified when an employee is hired |
| Change billing info | Be able to change billing info for the company |
| View licences | Get the full overview of licences in the company |
| Accept terms |
Can accept the Data Processing Agreements. Can also read the agreements. |
| See activity log | See and search the activity log for the company |
| Manage system templates | Can create/edit/delete permission templates for the company. This includes assigning them to employees. |
| Assign system permissions | Can assign system permissions to employees. This is limited to permissions the employee has. |
| Manage tool setup | Can enable features in modules that can be configured on selected departments. |