Below is a list of Agent permissions that can be set when creating a new Agent User:
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Agency Admin
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Ability to administer the details for the agency, including adding new Agent users and changing current Agent user’s permissions. This permission does not give access to clients/payrolls or employee data.
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Manage Clients
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Ability to administer a Client/Employer including creating a client, adding new client users, and editing a client. This permission also allows access to employee records (to update information) however no payroll, PAYE information or employee documents are visible.
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Manage Content
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Ability to manage the content that the agency presents to the Client/Employer.
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Access Restricted Clients
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This option is only visible to the Agency user that has permission to manage this access (normally the main contact). This would be hidden from other users including those with Agency Admin permission. This permission allows access to a restricted client/payroll and is normally used for Internal Payroll accounts in conjunction with another permission (manage clients and Manage payroll or documents.
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Manage Payroll/Payslip/PAYE |
If applied with Manage Clients permission, this permission allows the ability to upload and manage payslips and PAYE forms. |
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Manage Documents |
If applied with Manage Clients permission, this permission allows the ability to upload and manage documents. |