Customise what each role can do (Roles & Permissions)
An owner-only grid that turns specific actions on or off per role across sensitive areas.
For: Owners & admins · Category: Your team & roles
By default each role can do a sensible set of things, but the owner can fine-tune it. The Roles & Permissions grid lets you grant or remove specific actions per role for the most sensitive parts of the app.
Steps
- Open it - Go to Settings -> Permissions (only the owner sees this tab). The owner is always full-access and is not shown as a row.
- Read the grid - Rows are roles (Admin, HR, Manager, Supervisor, Employee); columns are modules - Policies, Payroll, KPI, Employees, Company settings, Billing, AI safety, Tasks - each with actions like View, Create, Edit, Delete, View all, View team.
- Toggle a cell - Switch any action on or off for a role. An amber dot marks a cell you have customised away from the default.
- Note the locked cells - Some cells have a padlock because that area is management-only by design (e.g. Payroll is Admin-only) - granting it elsewhere would expose sensitive data like salaries, so it is not allowed.
Tips
- Changes are enforced everywhere immediately and are recorded in the Activity Log.
- When in doubt, leave the defaults - they are designed to keep sensitive data (like pay) private.