This article covers Manage Team Member Details in People permissions from the custom roles and permissions, Permissions Table.  Check to see if custom roles and permissions are available on your plan here.

In this article, we will explore:

• The default permissions for common Deputy roles. This will help you understand the expected behavior for each role and permission.
  • Note: Customizing a common role or creating a new one will alter these default settings.
• What each permission controls and links to related help content for that feature.

Manage Team Member Details in People

• Default Permissions for Common Roles
• 1. View team member details
• 2. Manage team member details and add new team members
• 3. Manage team member pay details

Manage Team Member Details in People

Default Permissions for Common Roles

Permission	Advisor (Not Editable)	Employee	Supervisor	Location Manager	Payroll Admin (Deputy Payroll Only)	System Admin
View team member details
Manage team member details and add new team members
Manage team member pay details

1. View team member details

If the Access column for this role’s permission contains a green check mark, a team member in this role can view the team member details of their subordinates within the locations that they manage. 

Note: This permission does not allow you to make changes to employee details.

2. Manage team member details and add new team members

If the Permission column for this role contains a green check mark, a team member in this role can manage (view and edit) subordinate team member details (except pay details) within the locations that they manage.

They can also add and invite new team members and receive notifications about team member details such as birthdays and anniversaries for the locations they manage.

Enabling the Access column of “View team member details” will allow you to enable this permission.

Note: To allow someone to view training records, enable the "Manage training requirements" permission located in the Business set up section of the Permission table. 

Learn more about managing team member details.

3. Manage team member pay details

If the Permission column for this role contains a green check mark, a team member in this role can manage the pay details within the People tab for any subordinates within the locations that they manage.

These pay details include:

• Details in the People > Payroll section
  • Bank details
  • Super
  • TFN
  • Payroll calculation
  • Payslips
• Pay rates in People > Employment details

Enabling the Access column of “View team member details” will allow you to enable this permission.

Note: To allow access to Analytics (by enabling the Business set up permission of “Manage analytics”), this “Manage team member pay details” permission must also be enabled.

See setting up a team member pay details to learn more.