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Link a team member profile to a Workstream user

The Link Team Profile feature helps you control admin permissions and ensure everyone has the right level of access.

Updated over 3 weeks ago

By linking admins to team profiles, you can let them manage team data while preventing them from accidentally changing their own personal information, such as payroll or benefits. This ensures they have the necessary tools to manage the team, without affecting their own information.

Unless a user has the "create and manage users" permission in Workstream, they won’t be able to edit their own job and pay details. Here's how to link an admin user to a team member profile:

  1. From the admin view, go to Access Control, then select Users.

  2. Find the user in the list and select the three-dot menu ••• next to their name.

  3. Select Edit user.

    Editing a user in admin view

  4. Go to the Link team profile tab.

    Linking an admin user to a team member profile

  5. Identify if the admin user is an employee or non-employee:

    • Yes, they’re an employee: Select this option if the admin is part of your company’s team and should be linked to an employee profile

    • No, they’re not an employee: Select this option if the admin is a non-employee and shouldn't be linked to an employee profile

  6. Map the admin user to the appropriate team member profiles:

    1. Use the search bar to find employees by name.

    2. Choose the profiles that the admin should be linked to. This will ensure they have the necessary access while maintaining control over sensitive data.

    3. Select Save.

?What should I do if I see a banner saying “X admin users are not linked to a corresponding team member profile”?

If you see a banner saying "X admin users are not linked to a corresponding team member profile," it means that some admin users still need to be linked to the correct team profiles. To fix this:

  1. Filter Users: Select Filter Users to view the admins who aren't yet linked.

  2. Map Profile: Next to the user you want to link, select Map profile. This will take you to the Link Team Profile tab.

Mapping admins to team member profiles

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