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Can't onboard new hires? In version 8.5 (April 2022) we added a new View permission groups option that is required to send new onboarding invitations. To restore access to members of custom permission groups, add the new permission to any groups that need it.
Click
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titleAdd Create or edit a permission group

 

 

  1. Go to Management > Settings
.On the Settings page, click the
  1. > Manage Permissions
tile
  1. .
Image RemovedTo add
  1. Click Add new at the top-left to create a new
custom permission group:Click the Add new button.
  1. group, or Edit in the right column to update an existing one. The Permission Group window will open.
  2. Enter a name and description

, tick the
  1. for the group.

  2. Select the boxes for

all necessary access permissions, then click the Save button.
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  1. the all the functions you want this group to have access to:

on all
    • of the
available
    • different permissions.

To edit a permission group:

  1. Click the Edit button next to an existing group.
  2. Make the necessary changes, then click the Save button.
To delete a custom permission group, click the Edit button next to the group, then click Delete
    • Note that any users with Payroll management permission are required to use multi-factor authentication to log in to Workforce Management.
  1. Click Save to complete the changes.

 

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titleDelete a permission group
  1. Before deleting a permission group, make sure it's not assigned to any employees:
    • To see which permission groups are assigned to users, go to Management > Employees, click the table icon at the top-right, and delect the Permission Group column to add it to your view.
    • To remove the permission group, click the edit button and go to the Location Access tab. If it's the user's only permission group you'll need to replace it with another one.
  2. Go to Management > Settings > Manage Permissions.
  3. Click the Edit in the right column of the permission you want to delete. The Permission Group window will open.
  4. Click Delete at the bottom of the list.
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Before

 If you get an "Internal server error" message when deleting a

custom

permission group,

make sure that no employees have the custom permission group assigned to them to avoid issues with location access

it means it's still assigned to one or more employees. Go back to Management > Employees to double check.


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titleRelated topics

Customising permission rights

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titleFor managers

How do I assign location access permissions to an employee?Customising permission rights