Roles: who can see what
Owner, admin, HR, manager and employee access.
For: Owners & admins · Category: Your team & roles
Every person has one role in the company. Roles keep sensitive areas - like payroll and the safety channel - limited to the right people.
Steps
- Owner / Admin - Full control: company Settings, payroll, integrations, branding, approvals and every module.
- HR - People, payroll-adjacent HR (KPIs, rewards, resignations, feedback), notices and the safety/whistleblower review.
- Manager - Their team: approvals for direct reports, scoring their team's KPIs, tasks and the directory.
- Employee - Their own workspace: clock-in, leave, payslips, tasks, chat, documents, email and their KPIs.
Tips
- Payroll and Settings are owner/admin only; the safety review is owner/HR (plus appointed reviewers).
- Change someone's role any time from HR -> People tab -> Manage.