Permissions in Sapling are built to help you create the access needed for every individual at your organization. Custom permissions allow you to create tailored access for your coworkers based on their function. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also define access levels by location or department. In this guide, we’ll show you how you can setup custom permission levels.
Before getting started, let’s review the permission level types available in Sapling:
- Employees: the default for new team members and allows them to see their own information, and never see sensitive information for others.
- Managers: an automatically-assigned permission to team members that manage other people. Managers can see their own profile information, as well as their direct reports.
- Admins: admins have access to the Sapling Admin toolbar. They can see and edit other team members’ information.
- Super Admins: Super admins can see and edit everything in Sapling. With great power comes great responsibility. We suggest limiting this type of access only to those who need full admin privileges.
- Temporary Admins (coming soon!): This allows people outside your company (such as an auditor, a contractor, or a Sapling Customer Success Specialist) to access your Sapling account without actually creating a profile for them.
Available for Employees, Managers and Admins:
- Platform Visibility: This is used to specify what employees should see on their own profile. For example, you can turn off access to the Sapling Calendar, while keeping profile fields open for editing.
- Own Info Visibility: This allows you to get more granular by toggling permissions to specific custom tables, and sections in the profile tab. We suggest turning off edit access for things like Compensation or Role Information.
Available for Managers Only:
Everything listed above, plus:
- Manager scope: Can managers only see information for direct reports, or indirect reports as well?
- Direct Report Platform Visibility: What should managers see when looking at a direct report’s profile? For example, should they see their time off balances, or is that something that should be hidden?
- Others Info Visibility: Similar to the “own info” settings for employees, this allows you to toggle access to specific custom tables or profile sections.
Available for Admins Only:
Everything above (platform, own info, and others’ info), plus:
- Extra filters (location, department, employment status): Filters by group to allow for extra customization. You may want to create an admin permission level for each office, or a specific one for contractors.
- Admin Tool Visibility: You’ll be able to grant access as needed to specific admin tools, such as the dashboard, document manager and integrations page. For example, you may want to grant “View and Edit” access to an IT team member or Developer to help you setup your account integrations. You may also want to provide reporting access to an executive team, or the payroll team. The possibilities are endless!
If you need extra help setting up your permission levels, don’t hesitate to reach out to your Customer Success Manager, or send us a message through our support chat.