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Invite users and choose roles

Owners, admins, payroll managers, payroll, team leads and employees, and what each can do.

  • Owners
  • Admins

Invite users and choose roles

Roles

Role Can
Owner Everything, including the workspace itself
Admin Everything except closing the workspace
Payroll manager Everything Payroll can do, for every pay group, plus pay groups, the Rulebook & rates and holidays
Payroll Pay Runs, pay rates, time off balances and policies, Insights
Team lead Their teams' timecards, flags, roster, sign-offs and time off approvals
Employee Only Me: their own hours, time off, roster and profile

Invite someone

  1. Open Settings › Users and choose Invite.
  2. Pick their role. For an employee, link them to their employee record so they get Me.
  3. Send an email invitation (valid for 14 days) or create a setup code (valid for 7 days) for staff without email. They redeem it at your workspace's /setup page with their employee number.

Payroll users can be limited to certain pay groups. Payroll managers always see every pay group, since they set up pay groups and their rules.

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