Permissions: excluding rather than including

Talexio Support
Talexio Support
  • Updated

Overview

What you can see and do on Talexio depends on the permissions you have in place. Your profile can be granted a set of permissions before you log in for the first time, and they can also be customised at a later stage. It is important to grant users the correct permissions before giving them access to Talexio. The below lists all the possible permissions. Although this might sound daunting, we've got you covered. Click here for detailed instructions on how to set up permissions. 

 

Permissions

To be able to set permissions, you will need the Manage Permissions permission set on Global


Excluding

When setting up permissions on a Unit level, you can exclude individuals. For example; You would like to give John Doe permission to Approve Leave of all the HR Unit except the HR Director. 

In such a case you may still give permission on the Unit level, but also set the exclusion for the specific employee. To do this, go to the Permissions section and locate/create the applicable permission. 

Click on +Add unit and add the unit for whom you want the user to use such permission (such as approve leave). 

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In order to exclude an individual from a particular unit, the e
xclude toggle must be switched on. In the below example, employee Maria Axiaq forms part of the Accounts unit. Employee Jane Doe is being given the Manage Payroll permission for the Accounts team except for Maria Axiaq and therefore would not be able to see Maria’s information.

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For a list of all available permissions, click here

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