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Understanding 'Roles' and Permissions

Elyka Lazaro
  • Updated

Outstaffer platform has three distinct user roles—Owner, Hiring, and Finance—each tailored to ensure secure access to only the necessary data and features required for their specific responsibilities. This structure protects sensitive information while maintaining a streamlined experience for users, allowing them to focus solely on their relevant tasks without risking access to areas beyond their scope. 

Owner

The Owner role grants full control over the platform, including managing company settings, user permissions, and financial data. Owners have comprehensive access, enabling them to oversee all aspects of the system and make high-level decisions.

Hiring

The Hiring role is focused on recruitment and team management. Users in this role can access job listings, manage candidates, and view staff profiles, but they do not have access to company settings or financial data. 

Finance

The Finance role is tailored for managing financial operations such as payroll, budgets, and expense approvals. Users with this role can view financial reports and handle employee compensation but are restricted from recruitment processes and broader company settings.

 

The table below provides a detailed breakdown of the permissions associated with each role, so you can understand exactly what each user can access and manage within the platform.

 

 

Owner

Hiring

Finance

Company Settings

      

Company details

View company's general information, location and bank details

  ✅ ✅ ❌

Edit company's general information, location and bank details

 ✅ ❌ ❌

User permissions

View, add and disable users

 ✅ ❌ ❌

Edit user's details, role and group membership

 ✅ ❌ ❌
Change user's account email and reset MFA ✅ ❌ ❌
Groups
View, create and manage groups and its members		 ✅ ❌ ❌
General documents
View, upload, download and delete general documents		 ✅ ✅ ❌

Staff

      
View staff members list ✅ ✅ ✅

Profile / Employee Contract

View full profile (Profile tab)
View employment and role information (Jobs tab)
View compensation, paid leaves and cost of employment (Costs tab)
View leave balance and requests

 ✅ ✅ ✅

Edit direct manager's details

 ✅ ❌ ❌
Reassign staff member to another Hiring Manager ✅ ✅ ❌
Reassign staff member to another Group ✅ ✅ ❌

Documents

View, upload, download, delete and manage visibility of HR documents

 ✅ ❌ ❌

View, upload, download, and manage visibility of general documents

 ✅ ✅ ❌

Delete general documents

 ✅ ❌ ❌
View right-to-work documents ✅ ❌ ❌

HR Notes

Add, edit, and delete HR notes

 ✅ ✅ ❌

Incident Reports

Create incident reports

 ✅ ✅ ❌

Upload documents on incident reports

 ✅ ✅ ❌

Onboarding / Contracts

      

View onboarding staff members

 ✅ ✅ ✅

Create draft employee contracts

 ✅ ❌ ❌

Review draft employee contracts

 ✅ ✅ ❌

Approve, request changes and withdraw employee contracts

 ✅ ✅ ❌

Requisitions

      

View requisitions list

 ✅ ✅ ❌

Create draft requisitions

 ✅ ✅ ❌

Edit draft requisitions

 ✅ ✅ ❌
Review requisitions ✅ ✅ ❌

Approve and reject requisitions

 ✅ ❌ ❌

Jobs

      

View jobs list

 ✅ ✅ ❌

Add comments on jobs

 ✅ ✅ ❌

View candidates list, details and documents

 ✅ ✅ ❌

Update candidate's job application status

 ✅ ✅ ❌

Reject candidate's job application

 ✅ ✅ ❌

Leave Management

      

View leave requests

 ✅ ✅ ✅

Approve / reject leave requests

 ✅ ✅ ❌

Timesheets

      

View timesheets

 ✅ ✅ ✅

Approve / reject timesheets

*Please contact Outstaffer Support if not available in your account.

 ✅ ✅ ❌

Cost calculator

View and use cost calculator

 ✅ ✅ ✅

Requests

      

Submit requests

 ✅ ✅ ✅

View own requests

 ✅ ✅ ✅

View shared requests

 ✅ ✅ ✅

My team

      

View 'My team'

 ✅ ✅ ✅

Book a call with support agents

 ✅ ✅ ✅

Send general requests to support agents

 ✅ ✅ ✅

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