Team Admin Management #

Admins may need to invite new admins, add an admin, or upgrade existing employees to admin status. This guide explains how to do it, step-by-step.

How to Add a New Admin (Invite Admin) #

Follow these steps to add a new admin or invite someone as an admin:

1. On the left-hand side, click Team.
2. On the top right-hand side, click Invite Employees.
3. Fill in the employee details (name, email, etc.).
4. For Role, select Admin.

– Full admin rights include:
– Running payroll
– Accessing all payroll data
– Managing timesheets and syncing
– Managing PTO and other HR functions

Note: On the Premium Plan, you can assign limited admin roles:
– Timesheet Manager can add, edit, and approve PTO, manage timesheets, and view employee time data, but cannot see payroll data.

1. Click Invite Employee.
2. The employee will receive an invite email. Once they log in via the email, they are granted admin access.

How to Upgrade an Existing Employee to Admin #

If you want to make an existing employee an admin, follow these steps:

1. On the left-hand side, click Team.
2. Click the employee name you want to upgrade.
3. On the top right-hand side, click actions then click Invite as Admin.
4. Select Full Access or a specific role (Premium Plan only).
5. Click Invite Employee.
6. The employee will receive an invite email. Once accepted, they have admin access.

Important Considerations #

• Only invite employees who should have admin rights.
• Admins can:

– Process payroll
– Change wages, salaries, and overtime rates
– View all employee and payroll data
– Manage PTO and other HR functions

• Timesheet Managers (Premium Plan) can:

– Add, edit, and approve PTO
– Manage timesheets
– View employee time data, but cannot access payroll data

• Be cautious when granting admin rights to avoid unauthorized access.

FAQ #

Q1: How do I add an admin?
Go to Team → Invite Employees, fill in their details, and select Admin as the role.

Q2: How do I invite an admin?
Same as adding an admin: Go to Team → Invite Employees, enter their info, and choose the Admin role.

Q3: Can I give limited access to an admin?
Yes, if you are on the Premium Plan, you can assign specific admin roles like Timesheet Manager or Payroll Manager.

Q4: Does the employee need to accept the invite?
Yes, the employee must log in via the invite email to activate their admin access.

Q5: Can an existing employee be upgraded to admin?
Yes, go to Team → Employee → Invite as Admin and select the appropriate access level.

Q6: What rights does a full admin have?
Full admins can:

• Process payroll
• Manage employee wages and salaries
• Access all payroll and timesheet data
• Manage PTO and other HR functions

Q7: What rights does a Timesheet Manager have?

• Add, edit, and approve PTO
• Manage employee timesheets
• View employee time data
• Cannot see payroll data