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Manage Employee Document Permissions

To update document security in iTacit, go to Employee Manager > Employee Profile > Documents, select the file, click Action > Manage Security, and adjust permissions. Options include Edit, View, or List Only, with advanced settings for role inheritance and exceptions. Access can also be granted by role, job classification, or business unit for flexible control.

  1. Navigate to Employee Manager > Employee Profile > Documents tab (for admins)
  2. Locate and click on the document you want to view.
  3. Click Action > Manage Security and then update permissions in the pop-up window.

Employee documents 12

Employee documents 14

Permission Settings Explained

Employee

  • Has access to:
    • Edit: The employee can edit documents of this type.
    • View: The employee can view documents of this type.
    • List Only: The employee can only see the document listed but cannot open or edit it.
  • Include roles that this role reports to: When checked, access permissions extend to roles higher in the reporting hierarchy.
  • Can manage exceptions for documents using this document type: Allows the employee to override standard permissions for specific documents of this type.

Employees’ Manager(s)

  • Has access to:
    • Edit: The manager can edit documents of this type.
    • View: The manager can view documents of this type.
    • List Only: The manager can only see the document listed but cannot open or edit it.
  • Include roles that this role reports to: When checked, permissions extend to higher-level managers in the reporting hierarchy.
  • Can manage exceptions for documents using this document type: Allows the manager to override standard permissions for specific documents of this type.

Additional Access Options

You can also grant access based on organizational attributes:

  • Anyone with the following role(s): Grants access to users assigned to specific roles (e.g., Payroll Specialist, HR).

  • Anyone with the following job classification(s): Grants access to users based on job classification codes (e.g., Contractor).

  • Anyone with the following business unit(s): Grants access to users within specified business units or departments (e.g., HR)