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Administrators, department managers and employees each have a defined scope. Create custom roles when you need something in between.
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Roles and what they can see
Illustrative preview| Role | Scope |
|---|---|
| Administrator | Whole company |
| Department manager | Own department |
| Employee | Own records only |
Administrator (whole company), department manager (own department branch) and employee (own records).
Build a role from the permissions you choose and assign it to people.
Departments and groups decide who a manager can see and approve for.
Step 1
Add employees by hand or bulk import and update them from a CSV.
Step 2
Give each person a role, or create a custom one.
Step 3
Managers see their own scope, and sensitive data stays restricted.
What this does not do today, so there are no surprises.
Try it on your own team.
Start a 7-day trial with no credit card, or talk to us first.