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Human Resources Permissions How To's

How to's for the Human Resources Permissions guide.

How to assign Edit permission to HR sections​

Steps:

  1. Go to Admin Tools → Security.
  2. Select the appropriate permission group.
  3. Under the Human Resources section, select the tabs to configure.
  4. Choose Edit permission to allow full access.
  5. Click Save to apply changes.

How to assign View permission for a specific HR section​

Steps:

  1. Navigate to Admin Tools → Security.
  2. Choose a permission group or create a new one.
  3. Under Human Resources, locate the desired section (e.g., Users, Positions).
  4. Select View for that section.
  5. Save the permission group settings.

How to understand permission hierarchy in HR module​

Steps:

  1. Know that Edit includes View by default.
  2. Understand that Deny overrides both View and Edit if present.
  3. Check multiple group memberships for conflicting permissions.
  4. Use the Why button in the interface to trace inherited permissions.

How to verify a user's HR access level​

Steps:

  1. Open the Admin Tools → Security.
  2. Go to the user’s permission group(s).
  3. Review the Human Resources section for assigned View or Edit rights.
  4. Confirm if access is allowed or denied for specific tabs.

How to revoke HR permissions from a user group​

Steps:

  1. Access the Admin Tools → Security section.
  2. Select the user group from which permissions should be removed.
  3. In the Human Resources area, uncheck all assigned permissions.
  4. Click Save to apply the changes.