Permissions levels allow you to specify what different staff members can and cannot do in Tanda.
By default there are five different permission levels:
- Payroll Officer
- General Manager
- Team Manager
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.
How permissions levels are configured will affect all staff with that permission level, apart from the ability to see costs which can be set on a profile basis.
Assign Permission Levels
Once you've configured your permissions levels, you can assign these to staff members. By default, all staff in Tanda will be setup as an Employee, which is the basic permission level. To give a staff member additional permissions, head to Workforce > Staff and select their profile. You can select the permission level under the Personal tab. Be sure to click 'Update Employee Details' for the new permission level to take effect.
While on their profile, you may also wish to invite the staff member to login to My.Tanda by clicking the 'Invite to Tanda' button under their email address. This will send them an invite to activate their My.Tanda account and create a password.
Best practices for managing security and privacy
The user who first signs up for a new Tanda business account is automatically assigned as the default admin. Any additional users added from that point forward will default to the lowest permission user (Employee permission level) until a higher level is assigned.
When deciding which permission level structure to use in Tanda, consider your internal company hierarchy currently. 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.
If you are unsure, always test any changes to permission level structures by having an admin select 'see Tanda as' (located on their profile 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.