Permissions determine which sections of the Manager Portal a manager can access and which actions they can perform there. Give each manager access only to the information and features they need for their work.
You can only manage another person's permissions if the 'Manages user permissions and settings' setting is enabled for you.
Opening a colleague's permissions
To view or change a colleague's permissions:
- Go to Employees > Overview.
- Find the colleague whose permissions you want to view or change.
- Select the colleague to open their profile.
- Go to Permissions.
Access to the Manager Portal
First, enable access to the Manager Portal. Without access, the colleague cannot sign in, even if other permissions have been selected.
Under 'Manages the following groups', select the groups whose employees and data the colleague can view. They will only see information for the groups assigned to them. Don't select any groups? Then the colleague can manage all employee groups.
The difference between View and Edit
View permissions allow a manager to open a page and see the available information. Where available, the manager can also export the data.
Edit permissions also allow a manager to perform actions. The available actions vary by section of the Manager Portal.
What does Edit allow in each section?
Requests
The manager can review, approve or reject requests.
Gifts
The manager can create, schedule and send gifts to employees in the groups assigned to them.
App settings
The manager can create, edit, activate and delete benefits, policies and categories for the Home page, among other things. They can also change the branding and module settings.
Employees
The manager can add employees and update their details, including their employment end date.
To change access to the Manager Portal or permissions, the manager also needs permission to manage user permissions and settings.
Documents
The manager can upload and delete documents.
Data Management
The manager can import files and, depending on the setup, manage data integrations.
Changing your own permissions
You cannot change your own permissions. Ask another manager who is allowed to manage user permissions. If no one in your organisation has this permission, contact manager-support@epassi.nl.