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Creating Admin Roles / Assigning Access

Customer Success Updated by Customer Success

This article explains how to assign admin rights to users and how you can define the level of admin access you wish to grant.

 Assigning Admin Access
  • You assign admin access to a user on the Add / Edit user screen, which is accessed from the Find & Manage People page.
  • Tick the "Give this person system administration rights" box. When ticked, choose which admin role you wish to assign them:

There are three default admin roles to choose from:

  • Full admin rights: User can access all admin functionality.
  • Manage People and Reports: User can access the Reports page and the Find & Manage People admin page, but no other admin pages. Users with this role cannot import users, delete users, assign admin rights or impersonate other users
  • Reports: User can access the Reports page only and no other admin functionality.
  • If the default admin roles do not suit your needs, you can configure your own custom admin roles as explained below.
Creating a Custom Admin Role
  • Go to Admin and click the Configure Admin Roles link under Find & Manage People
  • Click the New Role button 
  • Enter a Role Name (e.g. "HR Business Partner Access")
  • Tick the access permissions you wish to grant. 
  • Choose whether you want admins with this role to have access to all employees in the organisation, or just those within selected organisation units (this will determine what they see on their Reports page and when they search for users on the Find People page).
  • Save
  • You will now see your new admin role in the 'Choose Admin role' dropdown on the Add/Edit user screen where you can assign it to users:

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