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How do I manage Administrator permissions in Simployer

Modified on Thu, 29 Oct at 12:41 PM

Administrators can perform most of the same tasks as Owners, but Simployer One limits access to certain sensitive areas.

Under Settings > Permissions > Administrator, you can configure additional Administrator permissions for Profile Documents and custom fields.

You can change the default settings for Administrators or configure an individual Administrator separately. 


How do I change the default permissions for Administrators?

  1. Go to Settings, and under Roles and permissions, select Permissions.
  2. On the Default roles tab, find Administrator.
  3. Click Edit default permissions.
  4. In the Default admin permissions window, turn Access to Profile Documents and Manage custom fields on or off.

Changes apply to all Administrators immediately.


Which default Administrator permissions can I configure?

You can configure:

  • Access to Profile Documents
  • Manage custom fields


What does Access to Profile Documents allow Administrators to do?

Access to Profile Documents controls whether Administrators can access Profile Documents for employees.

By default, Administrators have access to view and manage Profile Documents for all employees.


Important: Profile Documents may contain salary information or other sensitive employee information even though Administrators do not otherwise have access to employee compensation by default.

Decide how your organization wants to manage Profile Documents before you begin uploading employee documents.

If Administrators should not have organization-wide Profile Document access, turn this permission off as early as possible when configuring Simployer One.


Important

Turning the setting off only affects documents from the point when the setting is disabled. The change does not affect documents that were already uploaded.

What does Manage custom fields allow Administrators to do?

Manage custom fields allows Administrators to create, edit, and archive custom fields.


How do I change permissions for one Administrator?

Use individual Administrator permissions when one Administrator needs different access from the Administrator default.

  1. Go to Settings > Permissions.
  2. Under Administrator, click Show [number] people.
  3. Find the Administrator and click Edit Permissions next to their name.
  4. Configure the available permissions and save your changes.

The Permissions column shows Default for Administrators who follow the company default.


How do I return an Administrator to the default permissions?

  1. Open the Administrator's permissions with Edit Permissions
  2. Select Reset to company default at the bottom of the panel. All permissions are set back to Default straight away. 


How do I make someone an Administrator?

       

  1. Go to Settings > Permissions and expand Colleague (or Owner).
  2. Select the employee and select Change role. 
  3. Choose Administrator and select Save


The employee must have been invited to Simployer One. People who are still on the New hires tab are not shown under Permissions. 

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