Review access before use

Purpose

Distinguish Settings access from each module's permissions and review what each person can do.

Before you start#

• Create and invite users

Step by step#

1. 1

   As an administrator, open Settings → Permissions to define each user's access to Settings tabs.

2. 2

   Enable only Company, Departments, Positions, Create User, Manage Users and other options required for the role.

3. 3

   Also open the permission settings for each module the person will use; this tab does not replace CRM, BSC, HR or file permissions.

4. 4

   Review viewing, creation, editing, deletion, approval and scope wherever these controls are available.

5. 5

   Save and ask the employee to check the screens and actions using their own account, without sharing passwords.

6. 6

   Mark the review as complete only after checking access; the existence of a role or department does not prove this step is complete.