Managing User Role & Access Rights

Modified on Tue, 13 Dec, 2022 at 12:06 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)

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) but you can create your own user roles for your company.

Go to edit on the top right corner, where you can click on the boxes to assign who can view or edit information in the system, and when you're done, click Save on the top right corner to finish.

Step 3

Once you have saved your access rights, you can now proceed to How to assign user roles? : Knowledge Base (freshdesk.com). 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)