Manage who can view and or edit information for your Onboarding and Records products.
Note: Once you enable any permissions under the Team Management category, that user will have those permissions enabled only for the locations they are assigned to. To edit location access for a user, to go Company > Manage Users > Edit user > Access to locations.
Step 1: Go to Company > Manage users > Edit user > Permissions
Below is each permission under the Team Management category with a brief description of what it does:
Onboard new hires
Allows users to initiate onboarding for new hires
Edit onboarding processes
Allows users to edit onboarding processes
Manually complete an onboarding module
Allows users to manually complete onboarding for a specific worker (only in a location the user is assigned to)
View sensitive worker information (If unchecked, a user will see all team members under the 'Team' tab but will be restricted to viewing basic information only. See below for a full list of fields).
View partial details (last 4 digits of SSNs and direct deposit information)
Allows users to view limited worker information
View full details (SSNs, DOBs, direct deposit information)
Allows users to view all worker information
Import and delete workers
Allows users to import and delete workers
Edit worker records
Allows users to edit records
Step 2: Make the required modifications and press ‘Save’.
“View sensitive worker information” permission
If this permission is disabled for a user, the user will see the following basic information fields for everyone:
Emergency Contact information
If this permission is enabled for a user, the user will see additional fields but only for workers in the locations they are assigned to:
(within Job & Pay tab)
Direct deposit account
Federal tax information
State tax information
(within Personal tab)
Address (hidden if partial access)
SSN (masked if partial access)
DOB (hidden if partial access)
Documents tab (hidden if partial access)
History tab (hidden if partial access)
View and download:
State tax withholding
SSN fields in Basic Information
Address fields in Basic Information
Pay Rate fields in Basic Information
For the child permissions:
View partial details (last 4 digits of SSNs and direct deposit information): If a user has this permission enabled, the user will see a worker’s SSN and Direct Deposit account number, but only the last four digits of each.
View full details (SSNs, DOBs, direct deposit information): If a user has this permission enabled, the user will see a worker’s full SSN and Direct Deposit account number.
Want to talk to our Support team? Look for the Intercom icon at the bottom right of your dashboard and click on New conversation, or email email@example.com.