Managing access control allows you to easily grant, edit or revoke employee access to client's account. The following guide will walk you through the process:

  1. Granting Access

  2. Revoking Access

Granting Access

1. From the partner dashboard, click on MANAGE ACCESS

2. Navigate to the employee you'd like to grant access to and click MANAGE ACCESS

3. In the pop-up window, enter the company name you'd like to assign to the employee and click SEARCH.

4. Lastly, select GIVE ACCESS

5. With access granted, you can now adjust the access permission by clicking EDIT ACCESS.

6. From here, simply tick the permissions that apply and click SAVE

Important Notes:

  • Partner Dashboard can only be used to grant Payroll-related permissions to manage client's account

  • Should you need to grant other non Payroll-related permissions such as: Leave, Time Attendance, Claim, etc. you'll need to clone staff's Basic Information to client's account. Please refer here to clone Staff Basic Information.

  • You may assign staff to manage more than 1 client's account by repeating the same steps.

Revoking Access

1. From the partner dashboard, click on MANAGE ACCESS

2. Navigate to the employee you'd like to revoke access from and click MANAGE ACCESS

3. In the pop-up screen, navigate to the company you'd like to revoke access and click REVOKE ACCESS

4. In the pop-up prompt, click OK

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