This article is designed for both new and existing Qualee clients.
Implementing unique custom user access types for different manager roles within an employee experience solution software is crucial for several reasons. It ensures that each manager has the appropriate level of access to potentially sensitive employee data, which enhances data security and compliance with privacy regulations.
Tailoring access also allows managers to focus on their specific responsibilities without being overwhelmed by peripheral information, leading to more efficient decision-making and streamlined workflows.
Moreover, it fosters accountability by delineating access rights, enabling better tracking of actions taken by each manager. Ultimately, this customization enhances the overall user experience, empowering managers to effectively engage with their teams while protecting critical organizational data.
Note: By Default, all Managers adhere to centralized settings configured under Advanced > User Access > Managers.
However, you can also customize each manager's access based on their role, position level, or tailored preferences to meet your specific needs.
To customize manager permissions:
Log in to Qualee as a Lead or Standard admiministrator
Navigate to User Access > Customer configuration > Managers
Locate the Manager you'd like to modify
Click on the ellipsis next to the Manager and select Edit permissions
In the pop-up toggle on/off the switches accordingly to meet your desired configuration.
Tip:
You may also modify who and what your Managers can by modifying their
Employee access settings
Content access settings
Preview: Employee access settings for Managers
Preview: Content access settings for Managers
By resetting the default permission, Managers will follow the centralized settings configured.
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