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Manage an employee's access settings for their post

You can manage an employee's access settings so you can control what they can see and do in the system.

Written by Relu

Managing an employee's access settings for their post is mainly about keeping permissions aligned with the employee’s role and protecting sensitive information.

Use cases

Common reasons include:

  • Limit what they can access: you can restrict sections or areas, so employees only see the information they need for their role. This helps keep sensitive HR data secure.

  • Match their role or responsibilities: if someone moves to a different post, the new post may have different permissions. Updating the post’s access settings ensures they inherit the correct permissions automatically.

  • Apply access to everyone in that post: permissions assigned to a post are inherited by all employees assigned to it, so you don’t need to update each person individually.

  • Control visibility of other employees: you can choose whether they have no access, access only to their team, or access to selected parts of the organisation.

Manage an employee’s access settings through their post

To manage an employee’s access settings through their post, follow the steps below:

  1. Find the employee using the organisation search then open the employee’s profile.

  2. Click Employment then select Position.

  3. Click Post Details to open the post information window.

  4. Go to Security then select Employee Access.

  5. Click Edit then adjust the access settings to control what the employee can see in the system.

  6. Click Save.

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