Profiles can be established to limit access to specific modules and functions, branches and areas, and employee types. These profiles can be applied to one or more user accounts to avoid replicating permissions across users.
Modules and functions
Click Settings, then Other.
Click Profiles & Users, then select Modules & Functions.
Click the plus button and enter the name of your profile in the description.
Click Save, then using the arrow, open the new profile.
Under QuickLinks, select Modules.
Select the checkboxes of the modules you want to disable.
Click save.
🤓Tip: If you want to disable specific functions, select this from the function menu.
Branches and areas
Click Settings, then Other.
Click Profiles & Users, then select Branches & Areas.
Click the plus button and enter the name of your profile in the description.
Click Save, then using the arrow, open the new profile.
Under QuickLinks, select Branches & Areas.
Select the checkbox for the branches that they need to view.
Click save.
Payroll runs
Click Settings, then Other.
Click Profiles & Users, then select Payroll runs.
Click the plus button and enter the name of your profile in the description.
Click Save, then using the arrow, open the new profile.
Under QuickLinks, select Payroll Runs.
Select the checkboxes of what they need to view.
Click save.
Invoice runs
Click Settings, then Other.
Click Profiles & Users, then select Invoice runs.
Click the plus button and enter the name of your profile in the description.
Click Save, then using the arrow, open the new profile.
Under QuickLinks, select Invoice Runs.
Select the checkboxes of what they need to view.
Click save.
Employee types
Click Settings, then Other.
Click Profiles & Users, then select Employee Types.
Click the plus button and enter the name of your profile in the description.
Click Save, then using the arrow, open the new profile.
Under QuickLinks, select Employee Types.
Select the checkbox for the employee groups that they need to view.
Click save.