When it comes to your employees' information and following due processes, providing the right amount of access to each person is an important part of your team's success.
This article will explain how to add an admin (external and internal) and determine the permissions granted to them.
Add An Internal Admin:
On the Menu, scroll down to Settings and click on the downward arrow to reveal the options.
Click on Admins.
Start by clicking Create new Admin to open the setup page.
Employee Status: select Employee of your company as you're creating an Internal admin.
Who are they?: choose the employee you're granting admin rights to from the list.
What type of access is it? : decide if the employee needs secondary admin access or limited access.
Browse the default system roles and select one if it fits. If you prefer to customize, you can skip this step. To learn more about custom roles, click here.
Finally, click Add Admin to save your settings.
Add An External Admin:
Start by clicking Create new Admin to open the setup page.
Employee Status: select Not An Employee as you're creating an External admin.
Who are they?: enter their First name, Last name, Email address, and a personal note(optional).
Click Next to save
The external admin will get an email to create their profile on PaidHR
What type of access is it? : decide if the external admin needs secondary admin access or limited access.
Browse the default system roles and select one if it fits. If you prefer to customize, you can skip this step. To learn more about custom roles, click here.
Finally, click Add Admin to save your settings.