User roles in TeamOhana are a collection of permissions that can be assigned to a user. Permissions will determine what actions a user can take in the system. For example, a division leader can see all headcount and request for their own division. A Finance user can edit the budgeted compensation details of a headcount.
In addition, TeamOhana has access control, which determines what headcount, employee records and employee record details a user can see.
It then follows that a user's role in TeamOhana can determine a default access control they should have once added to TeamOhana. For example, if user role is recruiting leader the user should likely see all approved headcount for all departments.
This article covers how to set the default access for user roles and how to adjust individual users access when needed.
NOTE: Set your default role access as conservatively as possible as you can always add more access on a user-by-user basis. The default role settings sets the minimum access level for all user with that role.
Default roles
TeamOhana has ten out-of-the-box user roles that are our recommended starting point for each team member.
Click into a default role to see the default Access control attributes and the Permissions enabled for the user role, as below:
Note that all of these permissions can be adjusted on a per-role and a per-user basis to achieve the desired level of access for your organization.
Please reach out to success@teamohana for in-app support for help with permissions.
Check out the notifications article to see who gets notified and when.