Access Rules: Permissions

Admins can create specific access rules for employees to view dashboards in the employee portal. These rules can be based on custom fields like Level, Location, and Team. The employee's view in the portal will follow the hierarchy defined in the employee roster. For instance, to allow an HR manager to see data from a specific department, the admin can select the department and assign the rule to the HR manager.

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• Login >> Workforce >> Employee Roster >> Portal >> Permissions >> Click on” Add Rule “to add rules


• Create access rules by selecting the appropriate demographic fields.
• Multiple fields can be selected for a single demographic.
• Assign the created rule to the employee(s) and click on “save”.

• You can view the created rule for the employee, and this rule applies to all employees specified within it.

• When an employee logs into the employee portal, they will see data according to the rules set by the admin. Employees also have the option to switch to the default view(hierarchy based rule), which displays data based on their hierarchy.



• Click on "Rule Filter" to view the created rules or switch to the default hierarchy-based access.

• Login >> Workforce >> Employee Roster >> Portal >> Permissions >> Click on the “Delete” icon under Access Rules.

• Login >> Workforce >> Employee Roster >> Portal >> Permissions >> Click on the “Edit” option under Access Rules