Step 1: Go to the Employees List
From the Employees menu, search for the employee you want to grant access to.
You can use the search bar to quickly find the employee's profile.
Step 2: Open the Employee Profile
Click on the employee to access their detailed profile.
Step 3: Open Access Settings
Within the employee profile, navigate to the Access Settings section.
This area allows you to define the employee's access level within Weplanify.
Step 4: Select the User Role
Weplanify offers three different access levels:
Employee
Employees can access their personal workspace to:
- View their schedules
- Clock in and out
- Submit leave and absence requests
- Access their personal information
Manager
Managers have extended permissions that allow them to supervise teams and perform management tasks based on the permissions assigned to them.
Administrator
Administrators have full access to the organization's modules and settings.
They can:
- Manage employees
- Create and manage schedules
- Monitor attendance records
- Manage groups and departments
- Configure organizational settings
- Access reports and analytics
Step 5: Enter the Employee's Email Address
For Manager and Administrator roles, a valid email address is required.
This email address will be used to access the Weplanify web platform.
Step 6: Save the Changes
Click Save Settings to apply the new access permissions.
The employee will then be able to log in to the Weplanify web platform using their email address and access the features associated with their assigned role.
Best Practices
✅ Grant only the permissions required for each user's responsibilities.
✅ Reserve Administrator access for trusted users who need full control over the organization.
✅ Verify the email address before saving the settings.
✅ Regularly review user permissions to maintain security and compliance.
Conclusion
With Weplanify's role management system, you can easily assign Employee, Manager, or Administrator access levels, ensuring that every user has the right tools and permissions to perform their duties efficiently while keeping your organization's data secure.