Purpose: To take you back to the essentials of access levels, so you will have the tools you need to make changes as your company grows.

Table of Contents

• Enable access
• Edit access
• Preview BambooHR as another user
• Reset a user's password
• Review access level changes

Roles and responsibilities often change in the workplace. Sometimes, you may need to give your team members access to specific reports while you are away from work or need to give your payroll assistant access to all compensation details while changing to a new system. As companies grow, people switch roles and gain new responsibilities that require access to and restrictions from different information. As a result, BambooHR has flexible access levels built into the system. We give you the tools you need to feel in control of who can see and change information. We make it easy to manage and monitor permissions as your company grows. You may have already set up access levels when you first joined BambooHR, but perhaps you have not made changes since then. This help guide will take you back to the essentials, and you will know what to do when various situations arise.

Updating an employee’s access level in BambooHR is quick and easy. You can manage them directly by using the action menu (three-dot icon) on their employee profile or clicking on their name within their access level in Settings.

You can also assign multiple access levels* to an employee if you need to grant them access to information above and beyond their typical duties. For example, when an employee becomes a team leader, you can give them partial access to other employees’ information to monitor their goals and performance. Beyond the standard employee, manager, and Full Admin access levels, you can also create custom access levels* for specific positions like recruiters (who need access to the Applicant Tracking System) and trainers (who need to assign and monitor training progress).

When granting access in BambooHR, it is always a good idea to preview the system as to how the employee will see it. In this way, you can easily ensure the employee has access to all relevant information, and that you have not accidentally granted them access to confidential details like compensation. This feature is also available from the action menu on the employee profile or by hovering over an employee’s name in their access level's settings.