Overview
The Permissions section in Talexio manages employee access to system components and data. With over 80 permissions across multiple modules, it offers comprehensive control and delegation of functions.
This article explains what Access Levels are, how they are created and how they are assigned to employees.
- Access Level
An Access Level is a set of permissions that can be shared among multiple employees.
Permissions
Access Levels are managed through the Manage Permissions permission. To add an Access Level, this permission must be set to Global.
What is an Access Level?
An Access Level is a set of permissions assigned to multiple users, allowing you to manage their access without changing each employee’s permissions individually. It links many employees to a specific permission setup.
Why use Access Levels?
Access Levels prove to be extremely useful when there are groups of employees who share the same permissions and need to be updated or managed at the same time.
For example, creating an Access Level for all employees that allows them to request leave, view their position details, and see basic info of all company employees.
If updated to allow changing personal details, you only need to amend the Access Level to update all employees' permissions at once, instead of updating each individually.
When first using Talexio, several default Access Levels are preset but not assigned to employees. The default Access Levels include:
- Admin - Access Level grants the user full system rights.
- Team Member - This is a basic employee Access Level that lets users view their personal data and request leave.
- HR Manager - Access Level allows the user to approve leave and manage employee data, but not payroll.
- Manager - Access Level matches the HR Manager's Access Level but limits the user to approving leave and managing employee data only within their department.
- Payroll Admin - Access Level allows the user to manage company payroll.
Creating, Editing and Deleting Access Levels
Pre-set Access Levels exist, but you can freely edit, delete, or create new Access Levels.
It is recommended not to change or delete the Admin Access Level to ensure existing System Administrators retain full functionality.
Creating Access Levels
To create new Access Levels, please follow the steps below:
Go to the Permissions section and click on the Access Levels tab.
Select + Add New next to the Access Levels header.
The Access Level requires a name, and you can also add a description and color to differentiate it. Fill in these details in the dialog and click Create.
The Access Level has been created, but does not yet have any permissions assigned to it. Click on the + icon next to Permissions in the middle column.
Select permissions for this Access Level from the list on the left. On the right, choose the corresponding permission level. Select all permissions with the same level, click Save, then repeat for other permissions and permission levels.
Once all the permissions are assigned, you can then add the employees who need these permissions to the Access Level. Click on the + icon next to Employees in the column on the right.
Add the names of the employees in the dialog box and click Add to assign the employees to the Access Level.
Changes take effect immediately, but users may need to refresh their page to see them.
Editing and Deleting Access Levels
To edit Access Levels, please follow the steps below:
- Go to the Permissions section and click on the Access Levels tab.
- Find the Access Level you want to edit, click the 3 dots next to it, and select Edit.
- Make changes to the name, description, or color, then click Save.
- Changes take effect immediately, but users may need to refresh their page to see them.
To delete Access Levels, please follow the steps below:
- Go to the Permissions section and click on the Access Levels tab.
- Locate the Access Level you want to edit and remove all assigned employees by clicking the X next to their names.
- Click the 3 dots next to the Access Level name and select Delete.
- Once deleted, an Access Level cannot be restored. Click Delete Access Level to confirm.
- Changes take effect immediately, but users may need to refresh their page to see them.