Help centre / People and records
Give someone a sign-in, and choose what they can do
Invite a person to sign in, and give them a role such as Manager or HR administrator.
Every sign-in starts as Employee: they see their own records.
More detail
Line managers get Manager over their team by themselves.
Send the invitation
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Step 1: Open the person's record, then their Sign-in tab.
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Step 2: Check the Sign-in email and press Send invitation.
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Step 3: They get an email with a link to set their password.
Give a role
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Step 1: On their Sign-in tab, press Give a role.
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Step 2: Choose the role, such as HR administrator or Payroll officer.
More detail
Each says what it allows.
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Step 3: To take one away, press Remove the role and say why.
Stuck?
The invitation never arrived
Press Send the invitation again, or Edit sign-in email if the address was wrong.
I can't give myself more access
Nobody can. Ask another account owner.
Who can see what across the organisation?
When does a leaver lose their sign-in?
By default, the day after their last day.
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