There are four types of user access in PayFit. Each user type has access to different areas of PayFit within their space. The four roles are; admin, manager, employee, or accountant.
Admin
An admin has the highest level of access. The access can't be modified. An admin can:
Access all menus and features within PayFit
Create, modify or delete all PayFit users.
For more information about setting up and managing access to the admin space, please refer to our Help Centre article.
Manager
A manager has enough access to manage the requests of their team. A manager can:
Access a restricted dashboard with a quick view of their team's requests and calendar.
Validate absences and expense requests, depending on the PayFit features you enable.
Access employee details such as work events, salaries, etc.
Managers can access their team when they're set up as a worker's manager. Otherwise, if you're on our Standard or Premium price plan, you can create a workflow where they can access requests from workers who aren't direct reports. For more information about setting up workflows, please refer to our Help Centre article.
For more information about setting up and managing access to the manager space, please refer to our Help Centre article.
Employee
An employee has access to their own secure space. An employee can:
View their payslips.
Submit leave requests.
Request an expense reimbursement.
Enter their working hours.
View your company's organisational chart.
For more information about setting up and managing access to the employee space, please refer to our Help Centre article.
Accountant
An accountant has access to all the accounting information and documents. This includes:
Benefits management
Pension management
Company billing
Documents and payslips
Accounting documents
The accountant role can be modified to remove access to any of the areas mentioned above.
Set up and manage an accountant
From the left, choose Access & emails, then Administrators.
Under the Administrator accounts section, click Create account.
To assign the role to an existing employee, choose Company employee, then choose the employee from the drop-down. Or to set up a user using a different email address, choose An external person, then enter their name and email address.
Click Next.
From the Role drop-down, select Accountant,
To allow access to all accountant areas, choose Full access to all features of the Accountant role. Or to limit the areas they can access, choose Configure access of the Accountant role, then check or un-check the areas you'd like the accountant to access.
Click Create account.
Change the access of a PayFit user
From the left, choose Access & emails, then Administrators.
Under the Administrator accounts section.
Next to the relevant user, click the Actions (...) button, then Edit.
Choose the new access level, then click Edit.
If the user has trouble accessing their account, please refer to our Help Centre article for some troubleshooting tips.