Managing User Role & Access Rights

Modified on Thu, 9 Apr at 3:54 PM

This feature allows you to protect employees’ confidential information by ensuring certain employee data are only accessible by certain people (e.g. Admin can view and edit all data in Worksy; Supervisors can view and edit certain data, such as employees’ information, attendance, and more)

Important Note:

When a user has multiple roles, the system will merge access based on the roles. This will ensure the user has all the access and permissions to do what they are entitled to do.

For example, the user can have both admin and employee roles, and he/she will be granted all the access based on the role access rights.

Note for Personal Tax Relief:

Step 1

On your homepage, go to your left menu then click on Settings > User Account > Access Rights

Step 2

As you can see from the image below, you can add as many user roles as you want (for example, Admin, Manager, Supervisor, and Employee are all set for you), and you can create your own user roles for your company by clicking "+ Add Role".

Select the role you want to managethe access right. In this case, I chose "Admin" role. You can collapse all for easy navigation.

Go to Edit in the top-right corner, where you can click the boxes to decide what "Admin" can view or edit information in the system. When you're done, click Save in the top-right corner to finish.

Note for Personal Tax Relief:

1. For Employee

To allow edit: toggle both view and edit under "My Payroll".

Logic: Without the access of "View", the user cannot see the screen, even if edit access is granted.

2. For Admin

To allow edit: toggle both view and edit under "Transaction". Turning on "view" in "Transaction" will allow you to see other employees.

To allow editing yourself in the transaction: Both view and edit in "My Payroll" and "Transaction" need to be turned on.

Step 3

Once you have saved your access rights, you can start assigning roles; refer to Assigning User Role. This is where you can assign access rights to each employee.

Pro-tip:

Why is controlling access so important?

For company:

To minimize the risk of unauthorized access to physical and logical systems, to avoid whistleblowing incidents

For Admin / HR Manager:

To segregate visibility between different levels of staff in the company which may include sensitive information

For Employees:

To protect confidential information from each other (e.g. personal bank details, EPF, payroll, etc)

We hope this article helps clarify the issues. If you require additional assistance, do not hesitate to contact our support team.