bob now caters for companies that have admins who only need control over a certain subset of employees. This is extremely useful for cases where you have different admins by site and want to limit their rights by location.
If you want to open up more access or functionality to certain users (eg. managers) you can do so via custom permission groups. An employee can be a member of multiple groups at any given time and gain rights from a combination of them.
A practical example would be having site specific admins for your London and Brisbane offices. These admins can only access the desired information for the site that they belong to.
To set this up, go to Settings > Choose Roles & Permissions tab > Click the tile 'Add another group'. Your newly created group will, by default, have all permissions switched off. You can then choose to switch on the rights you wish to give them. Note that you will need to specify all rights you wish them to have.
Permissions are split to two action types:
- Viewing and editing
- Taking actions
Here are the steps you need to take:
- Give the group a logical name (e.g. HR Admin - London)
- Select employees you wish to include
- Click “Select people”
- To add employees, you can:
- Browse the list or use the search box
- Use the (+) icon to add them to the group one at a time.
- To add more employees, you can use the quick filter above to select the group you need, click the checkbox next to 'Name' to select all and move all at one time, or use the + icon to move them one by one.
- If you want to remove people from the group, use the same interface and just press the (-) icon to remove them.
Once you have finalised the group members you need, click 'Done'.
- You will be able to toggle on/of viewing and actions on each and every service. Simply click on each feature to the left and select whether to allow or disable this right.
We've split the actions by what the user will be able to access on other employee profiles & at the company level
2. Set a filter for who this group has these permissions over, it could be for the whole company, direct team, or even a specific subset of employees grouped by site or department.
Voila! You have now given permissions to a set of people over a subset of employees.
Don't forget to SAVE!