Set up group user permission

HR Hub > Settings > Permission

In this step, you're about to define the types of login groups and manage what they can see. In Swingvy, there are a few ways you can set for different types of visibility. The default views are 'Employee' and 'Admin'. You can set other views by modules (Leave, Claims, Payroll, and Benefits)
 

 
The admin can set the profile permission, leave visibility and module access of each group.

Profile permission is the information of the employee in the system and what kind of visibility the admin wants to set for employees and other groups.

Permission details: 

Leave Visibility :

Module access : 

This is advanced permission that the admin can give to specific people. Their access will be similar to an employee, however, they have additional access based on the module granted. For example, finance people only can have access to see all the claims information however they are not eligible to view payroll information. Admin can add a new group and set module access to only claims. 

The default permission group

1. Employee

Users are usually employees of the account. They cannot make changes to the account or other users because they do no have access to the sections listed above. You can manage what they can see by choosing what you want them to see.

2. Admin

Users can make can changes to users and their accounts. They can also access the following sections of the product that are not available to employee users. Admin users usually have all view permission and it is not editable. 

• Account setting details
• Billing details
• Reports
• Leave
• Payroll 
• Claims 
• Benefits
   

Adding permission group based on module access

You can also add a different view for the user that only needs to see based on the module. Swingvy has 4 different modules currently, Leave, Claims, Payroll, and Benefits. Please follow the below steps to set the visibility of the manager:

Step 1: Setting > group > click add permission group button
Step 2: Enter the title and description
Step 3: Click edit permission at the newly added group
Step 4: Set the profile permission, leave visibility and module access 

See also:

• Add new admin
• Create, edit, delete  a user group