Access is controlled by the employee and user setup available in your workspace, together with the role and permissions assigned to that person.
How to review access
- Open Employees and select the employee.
- Check that the employee profile and sign-in access are linked as intended.
- Open the available role or access controls and assign only the permissions required for their responsibilities.
- Send or resend the welcome email when the employee needs to begin their sign-in journey.
Common question
If an employee can sign in but cannot open an area or action, review their assigned role and the feature available to the workspace. Do not share another employee's account.
Who can change access
Only users who can manage roles or employees will see the related controls. Give staff the smallest set of permissions that lets them do their job, then test access with their own account rather than sharing a manager account.
When access changes
Changing a role can affect every employee assigned to that role. Review the role members and the available workspace feature before saving a broad permission change.