It is the administrators who can establish the scope of visibility that workers have within the platform. As simple as creating a group, adding certain users and activating permissions
Where Can I Find the Permissions System?
In the Company section you will find a tab called Permissions, here you will see two groups created by default:
- Default Group
📍 In this group you will find the Company Administrators
◻ You will be able to check the associated permissions
◻ Permissions cannot be customized, since as administrators they have complete visibility within the platform.
Default Employee Group
⇒ External users on Factorial
📍 In this group you will find all the employees of your staff
◻ The permissions assigned in this group are the basic permissions that users have in Factorial.
You can create custom groups and thus assign specific permissions to your workers.
💡 An employee cannot be assigned to more than one group.
How Can I Create a Custom Group?
Click the "+" icon -📍 Located in the upper right corner
Add a name to the group
Add the employees in question
Customize your permissions
How Can I Add Employees to My Custom Group?
- Within the group, Head to the Employee Section
- Click on the (+)
- Select: Create new user or Assign an employee
How do I Configure my Groups to Limit Access and Viewing to Certain Teams or Individuals?
- Head to the External Employee Permission Group
- Press in the ⚙ configuration tool
- Opt for Edit Access Group
→ Everyone in the Company
→ Dynamic Groups
→ Manual Selection
How Can I Delete a Permission Group?
- Access Permissions
Go to the custom group
Click on ⚙
Select Delete the group
How Can I Move an Employee from one Permission Group to Another?
- Head to the Employee Section
- Click on the (...)
- Press Move to another group