Roles

When you create a new Employer you are automatically assigned the ‘Admin’ role.

You can invite others to access your data and when you do you can choose a role for the user.

These are the currently available roles:

Admin

You can grant the Admin role to other users. They will have full access to everything.

They can do everything that the account owner can apart from:

• View billing information
• Remove existing users
• Change the account owner

Reviewer

This is a restricted role with the ability to

• View employees and payruns but not make any changes
• Fully access all reports
• View Mail logs
• Connect to new Connected Services

Editor

This is a slightly less restricted role than a Reviewer. As well as all of the access that a Reviewer has, an Editor can also:

• Add new and edit existing employees, but cannot delete employees
• Edit entries on a payrun but not finalise or start a new payrun
• Update HMRC Liabilities
• Manage Departments, Working Patterns and Connected Services
• Change Payslip Customisation