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Admin & Security › Workspace roles and permissions

Admin & Security

Workspace roles and permissions

Manage user roles and access to workspace capabilities. Match permissions to the responsibilities people need to carry out.

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Scenario#

An administrator gives a new HR colleague the appropriate people-workflow access, checks their role scope and reviews it when responsibilities change.

Steps#

  1. Define the responsibility

    Identify which work the person needs to view or manage. Use that responsibility to choose an appropriate role and access level.

  2. Configure access

    Use the supported user and role administration tools to maintain permissions. Review sensitive people, payroll and administrative capabilities carefully.

  3. 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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