Roles & Permissions

Configure access and organization structure

Set up users, roles, departments, and enabled modules.

User guide · 2 min read

Before you begin

Use an account with the appropriate administration access. Identify the actions and record scope a person needs before assigning roles.

Use Administration to manage users and invitations.
Assign roles and configure their permissions.
Maintain departments, locations, and organization structure.
Review Modules & features and the configuration for the workflows your organization uses.
Use Audit log to inspect recorded administrative activity.

Concept	What to know
Users and invitations	Manage access to the organization's workspace.
Roles and permissions	Define which actions people may take; an employee's job title is not a permission assignment.
Organization structure	Departments and locations used to organize the workspace.
Modules & features	Controls for the workflows your organization enables.
Audit log / sensitive access	Review recorded administrative activity. Some private employee and compensation views have additional controls, including PIN verification.

Check the specific action permission and record scope, not just module visibility.

Check both assigned permissions and whether the module is enabled for the organization.