As a Company Administrator, you can adjust an employee’s authorisations at any time, either by modifying an individual user’s authorisations or by assigning roles. Roles are the recommended way to manage access for multiple employees.
Modify an individual user’s authorisations
You can adjust an individual user’s access directly. This is useful for specific or one-off changes.
You can update the authorisations of a single user as follows:
- Go to the Self Service Portal and log in.
- Select your organisation.
- Go to Users.
- Click on the user you want to update.
- Open the Authorisations tab.
- Add or remove the required authorisations.
- Save the changes.
The user will then only have access to the services included in their assigned authorisations.
Modify multiple employees’ authorisations
If you need to manage access for multiple users, or want a more structured approach, you can assign roles. Roles contain predefined authorisations and are easier to maintain.
Step 1: Create a role
- Go to the Self Service Portal and log in.
- Select your company.
- Go to Roles.
- Click New role.
- Select the required services.
- Save the role.
Step 2: Assign roles to employees
- Go to the Self Service Portal and log in.
- Select your company.
- Go to Users.
- Select one or more users.
- Click Actions and choose Assign roles.
- Select the required role(s) and confirm.
Any later changes to a role will automatically apply to all users assigned to that role.