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Step-by-step guidesHelp for your roleWeb & Android
Review manager permissions and team scope
Review role defaults, individual exceptions and the current-direct-report scope.
For HR administrator
Where to start
- Open Manage → More → Manager permissions.
What to do
- 01
On Android, open Role defaults to review the permissions applying to all workspace line managers. Access applies to current direct reports; HR workspace-wide access is separate.
- 02
Open Managers and select the intended manager to inspect effective access and its source. Individual exceptions take precedence over role defaults.
- 03
Choose Edit permissions. Role access uses Allow or Block; an individual permission uses Use role default, Allow exception or Block exception.
- 04
Record a reason for an exception and an expiry where appropriate. When an exception expires, the role default applies again. Read the impact of elevated permissions before granting them.
- 05
Choose Review changes, check the affected manager and permissions, tick the approval confirmation and choose Confirm only for the authorised change.
- 06
Reopen the settings to verify saved access. Use Access review to inspect the schedule and history; expired exceptions and missing reasons must be resolved before certification.
What happens next
The recorded permissions govern the permitted team actions. Certification records a review and next review date; it is not a replacement for checking each access grant.
If you need help
A missing tool may reflect role, permission or current team scope. Do not grant HR access merely to reveal a menu. If certification is unavailable, review expired exceptions and missing reasons first.
Is manager access the same as HR access?
No. Manager scope and HR workspace access are separate.