Accessor roles give users specific permissions within the system. You can use them to control access to data, reporting, approvals, and administrative functions.
📌Note: You need HR Admin permissions to update accessors.
Add or update an accessor
Click HR Admin, then click Setup.
Click Accessors, then, to create a new record, click Insert.
In the User field, enter and select the user.
In the Relationship field, select the relevant role.
In the Scope field, select where the role applies:
Company
User
Location
Group
In the ScopeId field, enter the relevant value, such as a specific location.
Click Save.
Understand accessor roles
Each role gives different permissions, we've outlined the different roles in the table below 👇
Role | Description |
HR Manager | Full administrative access across the system. |
HR Team | Broad administrative access with some restrictions. |
Report Generator | Access to reports and charts based on their scope. |
Senior Manager | Access to wider reporting, calendars, and data across teams. |
Office Manager | Can approve absences where line management structures aren't used. |
Project Manager | Similar to Office Manager, scoped by group, user, or location. |
Absence Manager | Receives return-to-work notifications and sickness alerts when enabled. |
Payroll Manager | Receives payroll notifications from return-to-work forms. |
Account Manager | Access to account information. Account Managers must also be an HR Manager. |
Nightly Upload Manager | Receives reports from nightly uploads. |
Rollover Manager | Receives rollover notifications. |
System Administrator | Used with the unplanned absence module. |
Special 1-5 | Custom roles for specific requirements. |
Understand scope options
Scope limits where the role applies.
Company: Access applies across the entire organisation.
User: Access applies to a specific user.
Location: Access applies to a defined location.
Group: Access applies to a group of users.
Set rights for accessor roles
Accessor roles define access levels, but rights are controlled separately for absence types. To set these rights, follow the steps below.
Click HR Admin, then click Setup.
Click Types, then select the absence type.
Update the required rights:
Read rights.
Update rights.
Approve rights.
Select the accessor role you assigned.
Click Save.
View assigned rights
To see an overview of all assigned rights, follow the steps below.
Click HR Admin, then click Setup.
Click Rights table.
This shows a read-only summary of access across all roles.