1. Click the Settings menu.
2. Under General Settings, click the Custom Security Settings submenu.
3. Click the New Security Group button.
   
4. Complete the following fields:
   • Group name.
   • Description.
   • Set permissions for - Determine if you wish to enable functionality for all employees, specific individuals or teams. 
5. Choose the corresponding tab for the permissions you want to set:
   • Employees - The Employees tab allows you to set permissions for specific areas of an employee file.
     
     • All employees - Enabling permissions under the All Employees tab will provide the security group access to chosen features for all employees in the platform.
     • Reporting employees - This will provide the security group users access to employee files if they are the primary or secondary manager.
     • Teams - This will provide the security group users access to employee files if they are listed in a specific team. 
   • Contractors - The Contractors tab works the same for contractor files on the platform. 
     
     • All contractors.
     • Reporting Contractors
   • Other Permissions - Here you can grant access to entire features or modules on the platform.
   
   
   

   Important

   To understand the terms used in the Security Group permissions page and the access you can grant in each section, please refer to the Further information section of this article.

6. Click the Create button.
   

1. Click the Settings menu.
2. Under General Settings, click the Custom Security Settings submenu.
3. Click the search bar.
4. Type the name of the employee whose security group you want to see.
   
   

   Important

   You will only see the security groups where the employee was added as an individual. This search will not show security groups where an employee was added as part of "All Employees" or a team.

   For example, in the image below, employee "Eren" was added as an individual to the Rosters and Recruitment groups. If he was added to another security group via the admin clicking "All Employees" or Eren's team, this security group will not show up in the search below.

   

1. Click the Settings menu.
2. Under General Settings, click the Custom Security Settings submenu.
3. Click the Actions dropdown button.
4. Click the Edit button.
   
5. Make the required changes.
6. Click the Save button.
   

1. Click the Settings menu.
2. Under General Settings, click the Custom Security Settings submenu.
3. Click the Actions dropdown button.
4. Click the Delete button.
   
5. Click the Delete button.
   

If you choose to downgrade your plan, you may lose access to some features available on the plan you have changed from. When this occurs, you will see a prompt for features that you previously set on your old plan that are not available to your new plan, requesting that you review your permissions.

On the Custom Security Settings page, you will also be notified of any groups affected by your plan downgrade, with a Revisions Needed status message.

Are any notifications trigged?

No, neither granting nor revoking Admin access will trigger an email notification to be sent to the affected user. The same goes for granting permissions via Custom Security Settings. Affected users will not be notified that their access has changed. They may just simply notice a difference in the appearance in the platform and the fields and features available to them when they next log in

Can I grant access to addionional information tab?

No, only admins and the employee's managers will be able to access the employee's Additional Information tab.