Short Guide to Permissions

Do you already know the different Roles in Factorial: What kind of users exist in Factorial?

The administrators are the ones who can establish the scope of visibility that our workers have within the platform.

As simple as creating a group, adding certain users, and activating permissions ✅

🤓 Let's review in this short guide: what are these permissions, and how can we apply them?

Where do I find Permissions?

 👉Company>Permissions

What permissions can I grant✅❌?

Time Tracking 
✅ Review and approve time tracking information
❌ Edit clock-in / clock-out data (This is the only option that we cannot edit in Permissions, since it is only the employee who can edit their own Clock-in/out)

Contracts

✅ See contracts
✅ Edit contracts
✅ Edit gross salary

Dashboard Events 
✅Share birthday

Personal Documents
✅See documents

✅Edit documents

 Employees
✅ See personal info

❌Share email
❌ Terminate Employees

Shift Managment 
✅ See published shifts
✅Edit and publish shifts

Time Off
✅ See leave details
✅ Edit leaves
✅ Delete leaves
✅ Manage leave documents
✅ Approve and reject leaves
✅ Download leaves

How can I create a custom group of Permissions?

 Once inside Permissions, click on the sign (+) - Enter the name of your group - and vualá

How can I select group employees?

 What else can I learn about Permissions🤔?

💡 You can restrict the visibility of the Dashboard (to perform this action, you must contact Support)
💡 Did you know that there is an External Administrator with special permissions? Learn more by reading: Can I create another administrator for our company account in Factorial?

💡 Permissions groups samples that you can create👨🏻‍🏫

 

Did you like this short guide? 👉 Go ahead and read more about Permissions in Factorial: The permissions system