Roles and permissions

What this area is for

Limit workforce visibility to the managers and teams that actually need it.

Set it up with the real workflow in mind

Configure roles and permissions around the team’s actual operating process. Define who owns the record, who can correct it, and which managers need access before adding more visibility.

• Confirm the responsible owner.
• Use the minimum visibility needed.
• Check related records before acting.
• Document corrections and decisions.

Review the right context

When using roles and permissions, compare the record with schedules, roles, projects, approved exceptions, and nearby activity where that context is relevant.

Keep the workflow explainable

Employees and managers should be able to understand what a record means, how it is created, and what to do when it is incomplete or incorrect.

Recommended review habit

Use a consistent review cadence and document corrections instead of relying on memory or one-off interpretation.