Change access roles
Each employee gets the access they need, and no more.
Before you start
- Access to manage member access.
- An employee who has accepted their invitation.
Steps
Step 1: Open the Access Roles tab
In People & Access, open the Access Roles tab and click Review access on the employee.
Screenshot coming soon
The Access Roles tab with the employee list and the Review access button.
Step 2: Tick the roles that fit
Tick or untick roles, for example Manager / Approver for an approver. Advanced permission overrides are there for specific permissions.
Screenshot coming soon
The access role list with the ticked roles.
Step 3: Review, then save
Click Review proposed access to see the changes, then click Save access.
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The proposed access summary with the Save access button.
When you are done
- The new access applies once saved.
- You can only grant roles within your own access, and you cannot change your own access.
Common problems
Can I create a new role?
Not yet. Roles are a fixed system list. For special cases, use Advanced permission overrides to allow or deny a specific permission.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.