Help centre / Your account, billing and support

Choose who can see and do what

Give a role for part of your organisation or for a set time, make your own roles, and take access away.

5 min For account owners and people who manage access

Go to Settings, People and records, then Who can see and do what.

More detail

Everyone can always see their own record. A role lets them see or manage other people.

Give someone a role

Step 1: Press Give someone a role, and choose Who gets the role?

Done
Step 2: Choose Which role? Each one says what it allows.

Done
Step 3: To limit it, answer Only part of the organisation? with an employer, place of work or department.

Done
Step 4: Under Does it end on a date?, give a date if it should stop, such as for an outside accountant.

Done
Step 5: Say Why, and press Give the role.

Done

More detail

Anyone with people reporting to them is already their Manager. You don't need to give that role.

Step 1: Press Add a custom role, and type What is the role called?

Done
Step 2: Tick what someone with it can see and do.

Done
Step 3: Say Why, and press Add role.

More detail

Then give it to people as above.

Done

More detail

To take access away, open it from the list and press Remove this access. It stops at once.

It says the role is a preset

What a preset role allows is fixed. Make a custom role instead.

It says my plan does not include custom roles

Use a preset role, or change your plan under Plan and billing.

It says I can't change what I don't hold myself

Nobody can give more than they have. Ask an account owner to make the change.

It says this would lock everyone out

Every other owner is leaving. Give the Owner role to someone who is staying first.

A leaver can still sign in

Under When someone leaves, choose to end a leaver's access the day after their last day.