Setting Up Permission Groups
Follow these steps to create and configure permission groups:
1. Navigate to Permission Groups
Go to Settings → Permissions → Permission Groups.
2. Create a new group
Click the “Create Permission Group” card.
3. Define basic information
In the New Permission Group screen:
- Enter a Permission Group Name (e.g., “HR Managers”)
- Optionally add a Description to clarify the purpose of the group
4. Add members
- Click + Add member
- Select the employees you want to include
- Click Save
5. Members list
- Once you save the selected employees, they will automatically appear in the sheet below.
6. Configure permissions for the group
Use the tabs at the top of the page to define access:
6a. Group Permissions
Define what actions members of this group can perform within the system.
(See: Group Permissions article)
6b. Permissions over Others
Define what employee data group members can view or edit for other employees.
(See: Permissions over Others article)
7. Finalize setup
Click the purple Create button in the top right corner.
8. Confirmation
Once created, the Permission Group will be available under Permissions, where you can review or edit it anytime.
