Inviting Managers and Setting Permissions

Permissions

In the Permissions page, you can invite new users and customise their level of permissions.

Inviting a Manager

To invite another Manager to access the company's Buddy Account

1. Go to the Settings page
2. Go to the Permissions sub-page
3. Click Invite Manager.
4. Input their name and email address
5. Click Invite
6. This manager will receive an email to set a password and login

Once they log in, they will be able to access that company

Customise User Permissions

There are three levels of permissions:

• Write (Pencil Icon): The user is able to view and edit this section
• Read (Eye Icon): The user is able to view this section but cannot save any changes
• None (No/Cancel Icon): The user cannot view or edit anything within this section

To change any permission, simply click on the icon within the table. Once all the settings are shown as you would like them to appear, click Save to have these permissions taken into effect.

Permission Group Filters

On the right-side of the Permissions page, you will find pre-set filters for Permission Groups.

For example, in the screenshot above, once the Operations filter is applied, you'll be able to see permissions related to operations (e.g. people, timesheets, leave, work locations).

This can be used to quickly assess the current permission level of different processes.

Revoke Access

You can also decide to Revoke Access.

Once you click the button, select the user you want to revoke (by checking the tickbox) and click Revoke Access. Only Owners can Revoke Access to another user.