There are a variety of different roles set up in Paycircle, that you can assign as required to people who need access to payroll. Each role has its own preset level of access, and permissions assigned. However, while there may be a default set of permissions turned on and off for each role, these can be customised to cater to your individual bureau’s needs. To do this, watch the video or follow the steps below.
View a role’s preset permissions
To view the different roles available, follow the steps below.
Click Bureau settings, then click Roles.
Note: Only the permissions and permission groups applicable to the role will be displayed. For example, a Company admin will not have the Admins permission group, and the Department admin will only have the Team permission group.
Customise a role’s permission settings
To customise the permissions assigned to a role, follow the steps below.
Note: The updates you have made to the role will be applied to any users in your bureau assigned that role. However, if you have already customised an admin’s permissions, they won’t be affected by the update.
Expand the permission group, and select or deselect a permission by clicking on it.
If you want to hide a whole permission group from a role, set the group to Hidden using the toggle.
If you realise you have updated the wrong role, or chosen the wrong permissions for the role, click Clear all changes to revert the role back to its previous settings.
Click Update role.