System configuration
Manage settings, roles and structures.
By Charlotte1 author10 articles
- Manage accessor roles and permissionsSet up and manage accessor roles, and control what different roles can see and do in the system.
- Create a new group and add usersCreate a new group and assign users, and control who can view each other’s calendars.
- Set up and manage admin assistantsAssign admin assistants, support approval processes, and understand how admin assistant roles work.
- Prevent users booking over their holiday allowanceUse limiters to warn users or stop them from booking more holiday than their entitlement allows.
- Remove accessor roles from a userRemove accessor roles when a user has more access than they should, including HR Manager or other elevated permissions.
- Set up a new locationCreate a new location to ensure users are measured against the correct working pattern and bank holiday settings.
- Fix invalid IP error for out of office monitorResolve issues where you can’t view the out of office monitor due to an invalid IP address or restricted access.
- Understand the nightly upload log fileReview and interpret the nightly upload log file, including warnings, errors, and required actions.
- Anonymise a user’s dataPermanently remove personal data for a user to comply with GDPR or data retention requirements.
- Change the round method for allowancesAdjust how the system rounds pro-rated holiday entitlement.