Assign Permissions to Staff

Permission levels determine what a staff member is able to view and edit in Tanda.

Assigning Permission Levels

Permissions are assigned on staff profiles Workforce > Staff
The Admin permission level is required to assign permissions to staff
New staff added to Tanda begin with the Employee permission level until a higher level is assigned

Employee Permission

Assign the Employee permission to anyone, including Managers and Admins who will use Tanda to:

Use the time clock to record their own attendance
Apply for leave using Tanda
Receive their own roster from Tanda

Manager and Admin Permissions

The below table is a summary of the main differences between the management and administrator permissions:

	Edit account settings	Assign other user permissions	Edit roster	Approve leave	Approve timesheet
Admin	✅	✅	✅	✅	✅
Payroll Officer	❌	❌	❌	❌	✅
General Manager	❌	❌	✅	✅	✅
Team Manager*	❌	❌	✅	✅	✅

*The team manager permission is only granted manager permissions over the teams that they manage.

Configure Permission Levels

What each permission level can do can be configured by an Admin under Settings > Permissions. Example of actions you can restrict include:

The ability to see costs
The ability to approve leave
The ability to edit / approve timesheets
The ability to see the full roster / leave calendar for a Team or Location
The ability to enter Time Off.

These permissions can be further configured via Settings > Permissions > Advanced - Access & Roles. Note: It is important to test changes to ensure you are satisfied with the access you are granting/ removing from users. Learn more about advanced permissions here.

Granting Account Access

New staff gain access to Tanda via an invitation email. If the blue 'Invite to Tanda' button is visible on the employee profile, that means this employee is yet to accept their invitation and set a password.

Removing Account Access

Account access is removed by deactivating the employee profile or clicking 'Unlink Tanda profile' under the email field of a profile.

Best practices for managing security and privacy

Consider who has visibility to which aspects of employment records now, and how you can best match these people to the correct Tanda permission level.
Test the impact of changes to permission level structures by having an admin select 'see Tanda as' in settings drop down to confirm what the role is able to see and do in the account.
When any permissions are added or removed from a user, an audit trail will be left below the employee profile detailing when the change was made, and who made the change.