# Give an employee a role and access

> In Weplanify, make an employee a manager or an administrator from the Access tab of their record: role, groups they manage and what they can do.

- Product: Weplanify (https://weplanify.io)
- Section: Employees
- Web page: https://weplanify.io/docs/employes.acces?lang=en
- Other language: https://weplanify.io/docs/employes.acces.md
- Last updated: 2026-09-29

In Weplanify, role and access are set in the **Access** tab of the record, in the **Role and access** card.

![The Manager role chosen, with the Siège Dakar group they manage](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdemarrage%2Fmaj-2026-09-28%2Fdm-roles-5eb5390e.webp?alt=media&token=b448d7df-f6ce-49be-bfc6-bfebc8725967)

## Steps

1. Open the record, **Access** tab.
2. Choose the role: **Employee**, **Manager** or **Administrator** ([differences](https://weplanify.io/docs/demarrage.roles?lang=en)).
3. For a manager: add the **Groups they manage**, then, under **What they can do**, choose None, View or Manage for each [module](https://weplanify.io/docs/demarrage.acces-modules?lang=en).
4. For an administrator: also tick **Payroll access** if they must see salaries and run payroll.
5. Read the summary sentence, then click **Save settings**.

## Good to know

- A manager without a group only sees their own data: a warning reminds you.
- A group's managers can also be chosen from the [group's page](https://weplanify.io/docs/employes.groupes.fiche?lang=en).
- For them to sign in on the web, [invite them](https://weplanify.io/docs/employes.inviter?lang=en); the email address is set under **Web sign-in**.

## Related guides

- [Employee, manager, administrator: who sees what in Weplanify](https://weplanify.io/docs/demarrage.roles?lang=en) — In Weplanify, each person has a role that sets what they see: their own data, the employees of the groups they manage, or the whole company at once.
- [A manager's access by module: none, view or manage](https://weplanify.io/docs/demarrage.acces-modules?lang=en) — In Weplanify, a manager only opens the chosen modules, for the employees of their groups: View to consult, Manage to create, edit and approve.
- [A group's page: members, managers and uses](https://weplanify.io/docs/employes.groupes.fiche?lang=en) — In Weplanify, a group's page shows who is in it and why, who manages it and where it is used, before you change it or delete it altogether later.
- [Invite an employee to the web version](https://weplanify.io/docs/employes.inviter?lang=en) — In Weplanify, invite an employee, often a manager, to the web version: they receive an email link to create their password and then sign in.
- [Manage your employees in Weplanify](https://weplanify.io/docs/employes?lang=en) — In Weplanify, each employee has a record used everywhere: planning, time clock, leave and payroll. Here is how to create it and keep it up to date.
- [Payroll settings](https://weplanify.io/docs/configuration.paie?lang=en) — In Weplanify, the Payroll group of settings gathers payroll setup, paid leave handling, contributions, pay elements and the accounting export.
- [Search and filter the employee list](https://weplanify.io/docs/employes.liste?lang=en) — In Weplanify, the employee list can be searched by name, filtered by group or criterion, shown as a table or as cards, and it also lists the managers.
- [The employee record](https://weplanify.io/docs/employes.fiche?lang=en) — In Weplanify, the employee record brings together everything about a person in five tabs, with sections that you edit one at a time, separately.
- [Create and manage employee groups](https://weplanify.io/docs/employes.groupes?lang=en) — In Weplanify, a group brings employees together for planning, forms, approvals, bonuses and documents, and it also sets a manager's own scope.
- [Payroll in Weplanify](https://weplanify.io/docs/paie?lang=en) — In Weplanify, the monthly payroll is prepared in five steps, from time, absences and variable elements up to the payslips, the payment and the closing.