Admin & Security
Workspace roles and permissions
Manage user roles and access to workspace capabilities. Match permissions to the responsibilities people need to carry out.
Scenario#
An administrator gives a new HR colleague the appropriate people-workflow access, checks their role scope and reviews it when responsibilities change.
Steps#
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Define the responsibility
Identify which work the person needs to view or manage. Use that responsibility to choose an appropriate role and access level.
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Configure access
Use the supported user and role administration tools to maintain permissions. Review sensitive people, payroll and administrative capabilities carefully.
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Review changes
Revisit access as employees join, move or leave. Confirm the behavior of the relevant workflow rather than assuming a role name alone describes every permission.
See Workspace roles and permissions on the product site
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