Users with permissions for the Access page can use it to manage user permissions in a fine-grained way. User can be invited to “teams” and assigned “roles” that determine what data and actions they have access to. Permissions can be configured to the liking of the user so that sensitive information isn’t accidentally displayed. This section will explain everything you need to know about how to manage users, roles and teams.

1. Access Team Memberships

1. Go to the sidebar and select Access
2. A list of all the users, with the teams and roles they are assigned will appear

There are 5 main tabs on the access page:

• Memberships Tab
• Invites Tab
• Roles & Scopes Tab
• Teams Tab
• Client Team Settings Tab

2. Memberships Tab

This function allows users to invite new users to the platform and edit access of each user.

2.1. Invite Users

There are 2 types of inviting users: a. Invite New Users and b. Invite Existing User

a. Invite New Users

If the user is a new user:

1. Click + Invite
2. Select New User
3. Enter “Name” (e.g. Mark Wilson)
4. Enter “Email” (e.g. Mark.Wilson@mail.com)
5. Select “Team” (e.g. Client Team)
6. “Add a Role” based on that team (e.g. Test Role)
• Roles can determine the access level of the user
💡
Example A user with “Payroll” role may be able to add and edit payroll of a client but not have access to quotations or contracts.
• Type the name of a role in Add new role and select a role (it is possible to add more than one role)
• Click Select all to select all roles
• Click Clear to clear all selected roles
• Click X to delete unwanted role
7. (Yes/No) “Team Manager” or “User Manager”
• Team manager: Allow managing teams, roles, scopes, and invite new users
• User manager: Only allow invite new users

8. Click Send Invite
9. An invite email will be sent to the user and the user will appear in the Invites Tab
10. The user has to click an invitation link in the invite email and reset the password
11. The user will appear in the Memberships Tab

b. Invite Existing User

If the user is an existing user:

1. Click + Invite
2. Select Existing User
3. Select a user to invite (e.g. Jane)
4. Select “Team” (e.g. Client Team)
5. “Add a Role” based on that team (e.g. Test Role)
• Roles can determine the access level of the user
💡
Example A user with “Payroll” role may be able to add and edit payroll of a client but not have access to quotations or contracts.
• Type the name of a role in Add new role and select a role (it is possible to add more than one role)
• Click Select all to select all roles
• Click Clear to clear all selected roles
• Click X to delete unwanted role
6. (Yes/No) “Team Manager” or “User Manager”
• Team manager: Allow managing teams, roles, scopes, and invite new users
• User manager: Only allow invite new users

7. Click Send Invite
8. An invite email will be sent to the user and the user will appear in the Invites Tab
9. The user has to click an invitation link in the invite email and reset the password
10. The user will appear in the Memberships Tab

2.2. Edit Users

1. Click anywhere on the row of the user that you want to edit (e.g. JANE)
2. Edit the information as you want (e.g. add Test Role)

3. Click Update User
4. The edited user will show up in the table

2.3. Filter Users

You can choose desirable criteria to filter lists of users that you want to display in the table.

1. Click Filters
2. Select criteria that you want to filter (e.g. Role)
3. Set your criteria (e.g. Ad Hoc Test)

4. The filtered regarding your criteria will show up in the table

The filter can be set and edited from the bar above the table as well.

2.4. Sort Users

The table can be sorted alphabetically and numerically in descending and ascending order.

• If data in the selected column is alphabetic data, it will be sorted alphabetically
• If data in the selected column is numerical data, it will be sorted numerically
• If data in the selected column is in date format, it will be sorted from newest or oldest

The table can be sorted by one column at a time.

1. To sort based on that column, click on the head of a column until you get the desired sort

#️⃣

Symbols

Not Sorted

Ascending Order

Descending Order

2. The sorted table will show up

2.5. Revoke Users

1. Click anywhere on the row of the user that you want to revoke (e.g. JANE)
2. Click Revoke access
3. The revoked user will disappear from the table

3. Invites Tab

When a new user is invited, they will show up on the “Invites” tab.

Similar to the Memberships Tab, you can also Invite Users, Edit Users, Filter Users, Sort Users, and Revoke Users in this tab.

4. Roles & Scopes Tab

This tab allows you to adjust the roles and their scopes available to each team.

• A role is a group of permissions that can be assigned to a user.
• Roles can be “inherited” if the role is granted to a team as a whole;
• or new roles can be created within that team, to allow for roles that are specific to a particular team.
• A scope defines the restrictions that all members of a team are restricted to.
• For example, if a team has a scope that limits it to a particular country, then any permissions a user is granted within that team will be limited to that country.

4.1. Create New Roles

1. Enter “Title” (e.g. Manager)
2. Select a team that will “own” this role (e.g. China Team)
3. Set permissions that users with this role should be granted.
📔
Note Permissions are different among teams. The Teams Tab is where permissions of each team can be established (refers to 5. Teams Tab).

4. Click Save
5. The new role will show up in the table

4.2. Edit Roles

1. Click anywhere on the row of the role that you want to edit (e.g. Manager)
2. Edit the information as you want
3. Click Save
4. The edited role will show up in the table

4.3. Filter Roles

You can choose desirable criteria to filter lists of roles that you want to display in the table.

1. Click Filters
2. Select criteria that you want to filter (e.g. Title)
3. Set your criteria (e.g. Test)

4. The filtered values regarding your criteria will show up in the table

The filter can be set and edited from the bar above the table as well.

4.4. Sort Roles

The table can be sorted alphabetically and numerically in descending and ascending order.

• If data in the selected column is alphabetic data, it will be sorted alphabetically
• If data in the selected column is numerical data, it will be sorted numerically
• If data in the selected column is in date format, it will be sorted from newest or oldest

The table can be sorted by one column at a time.

1. To sort based on that column, click on the head of a column until you get the desired sort

#️⃣

Symbols

Not Sorted

Ascending Order

Descending Order

2. The sorted table will show up

5. Teams Tab

A team determines how data will be organized and limited for a specific group.

5.1. Create New Teams

1. Click + New Team
2. Enter “Title” (e.g. A Team)
3. Enter “Owned by team” (e.g. Client Team)
• This is the parent team of the new team as this new team can be a sub-team of another team
4. Grant a role (e.g. Test Role)
• Grant a role to a new team to put restrictions on the possible actions
5. Inherited scopes
• This shows that the new team inherits scopes of the parent team
6. Set scopes
1. Client: the new team can only see data from the selected client
2. End Client: the new team can only see data from the selected end client
3. Payroll Provider: the new team can only see data from selected payroll provider
4. Country: the new team can only see data from the selected country

7. Click + Create Team
8. The new team will show up in the table

5.2. Edit Teams

1. Click anywhere on the row of the team that you want to edit (e.g. Worker Test Team)
2. Edit the information as you want (e.g. Country: Canada → Japan)

3. Click Update Team
4. The edited role will show up in the table

5.3. Filter Teams

You can choose desirable criteria to filter lists of teams that you want to display in the table.

1. Click Filters
2. Select criteria that you want to filter (e.g. Parent Team)
3. Set your criteria (e.g. Master Country Data Managers)

4. The filtered values regarding your criteria will show up in the table

The filter can be set and edited from the bar above the table as well.

5.4. Sort Teams

The table can be sorted alphabetically and numerically in descending and ascending order.

• If data in the selected column is alphabetic data, it will be sorted alphabetically
• If data in the selected column is numerical data, it will be sorted numerically
• If data in the selected column is in date format, it will be sorted from newest or oldest

The table can be sorted by one column at a time.

1. To sort based on that column, click on the head of a column until you get the desired sort

#️⃣

Symbols

Not Sorted

Ascending Order

Descending Order

2. The sorted table will show up

6. Client Team Settings Tab

This tab allows specifying which users should be allowed to administrate client users by default; and what roles will be granted to clients by default.

• Default Client Administrators
• To add default client administrators, click on the white text box, select users, and click Save
• To delete default client administrators, click the X mark on default client administrators’ names, and click Save
• When a user creates a client (in the “Teams” tab), the user is automatically assigned as a default client administrator
• Default Client Roles
• To add default client roles, click on the white text box, select roles, and click Save
• To delete default client roles, click the X mark on default client roles, and click Save
• This determines the role (what actions can be made) of a client user without their configuration

Next: Onboarding Module