To connect your CharlieHR account to this application you must set up a new admin user. Please follow the instructions below.
Before you start
Please note only Super Admins can complete this process. If you are not a Super Admin, please find someone in your organization who is one before following the instructions below.
Instructions
1. Select People in the side navigation panel (left-hand side).
2. Select Add a Person.
3. Enter in a name and email address, select Send them an invite email, and select Add at the very bottom of the page.
4. Head to Settings side navigation panel (left-hand side).
5. Select on the Permissions section and select the permission level Admin.
- If you are granting access to salary and payroll data, select Payroll Admin instead.
- If you are granting write access in addition to read-only access, select Super Admin instead.
6. Select Give someone this role, assign the user account you just created, and select Update their role.
To upgrade or downgrade CharlieHR member permissions
1. Go to People.
2. Select the user account in question and go to Settings.
3. Select Edit Account Role.
4. Select the new Permission Role and click through Review Change and Save Changes.