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Manage User Access

Grant Limited Access users visibility over specific individual employees

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Written by Jonathan Morgan

The User Access page lets you grant a Limited Access user visibility over specific named employees, regardless of which department they sit in. It works alongside the existing Department Access page — assignments from both pages combine, so you can give a manager a department and a handful of named individuals from elsewhere.

Any users you've invited with Limited Access via Settings > Users & Access will be shown here for managing their individual employee access.

How It Works

  • Each Limited Access user can be assigned to one or more individual employees

  • Department Access and User Access combine — the user sees employees in their assigned departments plus any individuals named here

  • If neither a department nor an individual is assigned, the user will not see any employee data

  • Up to 30 individual employees can be assigned per user

Assign Employees to Users

Click Adjust access to open the two-pane picker. Available employees appears on the left and Has access on the right. Drag or tap to move people between the lists, and use the search box on either side to filter by name or department.

When you've finished, click Save. Bulk selection lets you apply the same change to multiple Limited Access users at once.

User List Overview

The list displays all Limited Access users along with their current individual employee access:

  • User - Displays the user's name and email

  • Individual Access - Shows how many individual employees are assigned (e.g. "3 employees assigned" or "No employees assigned")

  • Selection Checkbox - Allows you to select users to update their access

You can select multiple users at once to update their individual employee access in bulk.

Things to Note

  • This feature only applies to Limited Access users

  • Individual access combines with department access — the two OR together, not AND

  • The 30-employee cap is per user, not per organisation

  • Removing an employee from a user's individual list does not affect their department-based access — you may need to update Department Access separately

  • If an employee's department is hidden by your organisation-level name privacy settings, they will still appear by employee ID in the picker

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