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 how permissions can be assigned to Access Levels and to employees from the Permissions section of Permissions.
- Access Level
An Access Level is a set of permissions that can be shared among multiple employees.
- Additional Permission
An Additional Permission is a standalone permission directly assigned to an employee.
Permissions
To assign permissions to an Access Level or an employee as an Additional Permission, you need the Manage Permissions permission at Global level to assign it to an Access Level or to a level that includes the employee when assigning an Additional Permission.
Permissions Section of Permissions
The Permissions section under the tab with the same name in the Permissions module can be used to assign specific permissions to Access Levels or employees as Additional Permissions.
Access Level or Additional Permission?
If you're unsure whether to assign an employee to an Access Level or give them an Additional Permission, remember: Access Level permissions apply to all employees in that level, so changes affect everyone. Additional Permissions are personalised for individual employees.
Case Examples
- Employee A shares Access Level 1 but needs the Approve Leave permission, which others shouldn't have. Instead of adding it to Access Level 1, assign Approve Leave as an Additional Permission to Employee A.
- Employee B shares Access Level 2, and all employees need Approve Leave. However, Employee B requires it at a different level. To avoid granting it to others on Access Level 2, assign Approve Leave to Employee B as an Additional Permission.
Managing Permissions from the Permissions Section
Go to the Permissions section and click on the Permissions tab.
Search for the name of the permission in the permission search bar and click on the permission name.
Click on the + button next to Access Levels in the middle column.
Select the Access Level from the list of created Access Levels and specify the selected permission level; Global, Direct Reports, Employee, Unit or Target Group.
Click Add to grant the permission to the Access Level. Changes take effect immediately, but users may need to refresh their page to see them.
Go to the Permissions section and click on the Permissions tab.
Search for the name of the permission in the permission search bar and click on the permission name.
Click on the edit button next to the Access Level in the middle column you would like to amend the permission for.
Edit the permission level details and click Save. Changes take effect immediately, but users may need to refresh their page to see them.
Go to the Permissions section and click on the Permissions tab.
Search for the name of the permission in the permission search bar and click on the permission name.
Click on the X button next to the Access Level in the middle column you would like to remove the permission from.
Click Remove Access Level to confirm the deletion. Changes take effect immediately, but users may need to refresh their page to see them.
Go to the Permissions section and click on the Permissions tab.
Search for the name of the permission in the permission search bar and click on the permission name.
Click on the + button next to Employees in the column on the right.
Select the employee from the list of created employees and specify the selected permission level; Global, Direct Reports, Employee, Unit or Target Group.
Click Add to grant the permission to the employee as an Additional Permission. Changes take effect immediately, but users may need to refresh their page to see them.
Go to the Permissions section and click on the Permissions tab.
Search for the name of the permission in the permission search bar and click on the permission name.
Click on the edit button next to the employee in the column on the right you would like to amend the permission for.
Edit the permission level details and click Save. Changes take effect immediately, but users may need to refresh their page to see them.
Go to the Permissions section and click on the Permissions tab.
Search for the name of the permission in the permission search bar and click on the permission name.
Click on the X button next to the employee in the column on the right you would like to remove the permission from.
Click Remove Employee to confirm the deletion. Changes take effect immediately, but users may need to refresh their page to see them.