Defining View & Edit Access for Employee Profile

Modified on Tue, 13 Dec, 2022 at 11:54 AM

Step 1

Start by navigating to the Employee Profile Access, by clicking on Setting (1) > User Access (2) > Employee Profile Access (3) as shown below.

Step 2

Once you have clicked on Employee Profile Access, you will be brought to the screen below.

The first step to customizing the view & editing right, you will first need to select the user role that's been assigned to the intended group as shown below. (E.g. If you would like to define what your employee is able to view & request edit under their personal profile, choose the user role that you have defined as their default user role in the system. 

If you are unsure which is the user role defined for your intended group, you may refer to the guide below

https://worksy.freshdesk.com/support/solutions/articles/63000268999-how-to-assign-user-roles-

Step 3

Once you have selected the user role, click on the Edit button available on the right top corner as shown below.


Step 4

Once you have clicked on the Edit button, the main portion of the screen will light out, indicating its ready for you to edit. Here you are able to customize which page & section is available for this User Role.

There are two types of control here:

View: By toggling View, you allow this user role to view the activated page or section.

Edit: By toggling Edit, you allow this user role to request edit for all the fields found on the activated page or section.

Step 5

When you are done editing, just click on the Save button found on the top right corner of the screen.

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