Control what each manager can see and do, and which people they are responsible for. Set their access to each part of the software, then manage their team visibility with the reporting tree.
Step 1: Open the Admin Area
- In the top right corner, click your profile picture and select Admin Area.
- The first tab is Manager Permissions. Select it to see a list of your managers.
You can only reach the Admin Area if you are an administrator on the system.
Step 2: Choose a manager
- Select the manager you want to manage and click More.
- The screen is broken into two sections: what they can see, and who they are responsible for.
Step 3: Set what they can see
The first section lists the parts of the software (Dashboard, People, Work Patterns, Clocking Hub and so on). For each one, choose the level of access:
- Hidden: the manager cannot see it at all and will not know it exists.
- View only: they can see the information but not change anything.
- Full access: they can view and edit the details in that area.
Set the access you want for each tab.
Step 4: Set their team visibility
- Scroll down to Manager Tree Visibility. The reporting tree gives a visual representation of who the manager is responsible for.
- On the right you will see any manual adds or manual removes.
- To give a manager extra people to look after, select Manual Adds and click the plus button.
- Choose the department, job title or individual employees you want them to look after.
- For a temporary change, such as covering holiday or sickness, set an expiry date so the access removes itself automatically.
- Click the Done button to confirm.
Step 5: Save
- In the bottom right, click Save Permissions.
Permissions are set per manager, so you can give each person exactly the access and team visibility they need.
