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.