Grant restricted users access to Business Settings

As a full access user, you can grant restricted access to other users — such as managers — allowing them to access only specific areas of the payroll system. This is ideal when you want to limit what certain users can see or manage within your business setup.

You can customise access by:

  • Choosing the areas of the payroll file the user can access.
  • Setting permissions within each selected area.

This ensures users only interact with the information and functions relevant to their role.

business settings

Select the Areas of Access

When setting up a restricted user, you’ll need to specify which Business Settings they can access. Below is a breakdown of each section and its available functions:

Business Settings
  • Details.
  • Payment Settings.
  • Pension Settings.
  • HMRC Settings.
  • PAYE Schemes.
  • Pay Slips.
Pay Run Settings
  • Pay Schedules.
  • Dimensions.
  • Pay Categories.
  • Leave Categories.
  • Deduction & Benefit Categories.
  • Expense Categories.
  • Qualifications.
Business Management
  • Timesheets.
  • Employee Portal Settings.
  • Time and Attendance.
  • Documents.
  • Bank Holidays.
  • Rostering.
  • Email Notification Templates.
Pay Conditions
  • Work Types.
  • Roster Warning Rules.
  • Rule Sets.
  • Leave Allowance Templates.
  • Timesheet Rounding.
  • Tags.
Advanced Settings
  • Advanced Settings.
  • Restore Deleted Items.
  • Calendar Feeds.
  • Email Sender Authentication.

By customising these settings, you can ensure each user has access to only what they need.

Important

If an employee has restricted access to specific employee or location groups, but is also granted access to certain business settings, they may still be able to view the names of employees outside their assigned group.

This applies to the following sections: 

  • Dimensions.
  • Benefit Categories.
  • Leave Allowance Templates.
  • Tags.
  • Employee Portal Access (this section displays all employee names and email addresses).

Please review access permissions carefully when assigning these settings to ensure confidentiality is maintained.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.