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Creating Admin Roles / Assigning Access

Shivani Panchal Updated by Shivani Panchal

To assign admin rights to a user, follow these steps:

  1. Go to the Find & Manage Employee page.
  2. Select the "Edit user details" for your selected user
  3. Tick the "Give this person system administration rights" box.
  4. Choose the admin role you wish to assign from the available options.

Default Admin Roles

There are three default admin roles:

  • Full admin rights: User can access all admin functionality.
  • Manage People & Reports: User can access the Performance & Talent 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.

Creating a Custom Admin Role

To create a custom admin role:

  1. Go back to the Admin Settings page and find Admin roles and select the Configure
  2. Select "Add Admin Role" to add the role
  3. Enter a Role Name (e.g., "HR Business Partner Access").
  4. Select the access permissions you wish to grant.
  5. Choose whether admins with this role should have access to all employees in the organisation or just those within selected organisation units.
  6. Save your changes.

Your new admin role will now be available in the 'Choose Admin role' dropdown on the Add/Edit user screen, where you can assign it to users.

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