đ You need the Create and manage users permission to edit users and link team profiles.
By linking admins to team profiles, you can let them manage team data while preventing them from accidentally changing their own job and pay details. 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 wonât be able to edit their own job and pay details once linked. Here's how to link an admin user to a team member profile:
From the admin view, go to Access Control, then select Users.
Find the user in the list and select the three-dot menu â˘â˘â˘ next to their name.
Select Edit user.
Go to the Link team profile tab (the last tab). Its title is Link team member profiles.
Under âIs this admin user an employee at your company?â, choose:
Yes, theyâre an employee: Select this option if the admin is part of your companyâs team and should be linked to an employee profile
No, theyâre not an employee: Select this option if the admin is a non-employee and shouldn't be linked to an employee profile
Map the admin user to the appropriate team member profiles:
Use Find users to search for the employee.
Choose the profiles that the admin should be linked to. You can select more than one. Each profile you choose is added to a table showing Name, Email, and EIN.
Select Save.
ďźWhat should I do if I see a banner saying âX admin users are not linked to a corresponding team member profileâ?
This banner appears above the table on the Users page when some admin users still need to be linked to the correct team profiles. To fix this:
Filter Users: Select Filter Users to view the admins who aren't yet linked. The button changes to Clear filter.
Map Profile: Next to the user you want to link, select Map profile. This will take you to the Link team profile tab.
If there's no profile to map to, select No, they're not an employee, then Save, and move on to the next user.