Understanding User Roles & Permissions

Built for Teams allows you to grant administrative privileges to your employees through various roles. You can manage employee permissions by going to Settings > Permissions. The following table shows the different roles available and the special permissions each role includes.

Note: The View Permissions setting found on this same screen is explained in another article.

ORG CHART
  Company Admin HR Admin HR Manager Limited Admin Recruit. Admin Asset Admin Manager
Manage subordinate people and positions X X X X      
Manage all people and positions X X X        
PROFILES
  Company Admin HR Admin HR Manager Limited Admin Recruit. Admin Asset Admin Manager
View emergency contact info X X X X     X
Edit subordinate data X X X X      
Edit all employee data X X X        
Import/export employee data X X X        
PTO
  Company Admin HR Admin HR Manager Limited Admin Recruit. Admin Asset Admin Manager
Approve/deny direct report requests X X X X     X
Approve/deny all subordinate requests X X X X      
Approve/deny all employee requests X X X        
Submit requests on behalf of direct reports X X X X     X
Submit requests on behalf of all subordinates X X X X      
Submit requests on behalf of all employees X X X        
Modify/delete subordinate requests X X X X      
Modify/delete all requests X X X        
Modify subordinate balances X X X X      
Modify all employee balances X X X        
Edit
subordinate accrual rates
X X X X      
Edit
all employee accrual rates
X X X        
OTHER
  Company Admin HR Admin HR Manager Limited Admin Recruit. Admin Asset Admin Manager
Recruiting: Manage job listings X X X   X    
Assets: Manage and assign X X X     X  
Calendar: Manage settings X X          
Reports: View, print, and export X X          
All account settings X X          
Billing: Manage payment methods, view invoices X            

Here's an explanation of each role, in order from most powerful to least powerful:

Company Admin

The Company Admin role has full access to everything within the system. A person with the Company Admin role does not need to be granted the HR Admin or Asset Admin roles. This role automatically includes all other roles. This is the only role capable of managing the company's billing information.

HR Admin

This role is identical to the Company Admin role with the exception of being prevented from managing billing information.

HR Manager

A person with the HR Admin role can add or delete employees, modify all employee data, and approve or deny all PTO requests. He or she also has full access to the Recruiting feature, if available on the company's chosen plan.

A person with this role does not have access to the account's billing information, nor to any of the company settings, nor to any reports.

Limited Admin

A Limited Admin is identical to the HR Manager role described above, but a person with the Limited Admin role can only manage people and information within their span of control. In other words, a Limited Admin can add/modify/delete positions below themselves on the org chart, and can view/edit all information for their subordinates.

A Limited Admin cannot make any changes to people who are not within their span of control (i.e. people who are not subordinates).

Recruiting Admin

A person with this role has the ability to perform all tasks within the Recruiting feature, including post new jobs, delete or expire jobs, and all applicant review features. Note that if you want to give someone access to help with the hiring process specifically within one or more jobs, the best way to do that is to add that person as a "Hiring Participant" to a specific job.

Asset Admin

The Asset Admin role only has access to the Assets tab in the top navigation. This allows a person with this role to add company assets (such as computers, phones, software licenses, etc.) and manage who those assets are assigned to.

Manager

In Built for Teams a person is automatically a "manager" if they have people reporting to them. You do not need to explicitly give someone "manager" permissions or assign a role; as soon as you add a direct report to a person, they become a manager and have the manager permissions outlined in the table above.