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Custom role access

  • October 17, 2025
  • 9 replies
  • 126 views

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I’ve created a custom role to give admin access but only at a team level - I want the person with that role to only have access to their own team’s data (by using the filter ‘Custom IF Team = Own’ against all the permissions).

 

However when I log in as that person they can still see all the other team’s data.  Can anyone suggest what I’ve got wrong?

Best answer by HStan

I’ve not been able to resolve it unfortunately - I tried adjusting the custom filter to just Team = Germany and that happily restricted view to the other country teams but did not give the access required for Team Germany!  I’m stuck I’m afraid - I’ll reach out to Support and see if I can schedule a call with someone at Personio I’m sure it’s something small that I’m missed.

 

Thanks for your help everyone.

9 replies

Moe
Former Personio Employee
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  • Former Community Admin
  • October 20, 2025

Hi ​@HStan !

Just tagging ​@Edda van der Ende , ​@LegoMD , and ​@HRJoy as they might be able to help!


Edda van der Ende
Communicator
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Hi, I believe the best would be scheduling a call-back with Personio so that they can view your screen and you can look at all settings as it could be something not related to these permissions.


SabbuSchreiber
Helping Hand
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Hi ​@HStan,

Have you tried to just select the reporting line instead of the Team condition? I usually work with that and it seems to be fine. :-)


Forum|alt.badge.img+10
  • Communicator
  • October 21, 2025

Hi ​@HStan , 

What other role have you assigned to this person ? 
Always remember that roles are cumulative :) So if you have the view set-up for the “All employee” role, this is why they can still see other people info. 

Cheers, 

Nathan 


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  • Author
  • Getting Started
  • October 23, 2025

Thanks all - ​@Edda van der Ende how do I schedule a call back with Personio?  I can’t see this option?

 

@Nathan Jolly thanks for that - the All Employees role shouldn’t allow admin access to other team private HR data though so something is not working with my custom filter.

 

@SabbuSchreiber the individual’s access is outside of her reporting line unfortunately so that wouldn’t work. 


SabbuSchreiber
Helping Hand
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Hi ​@HStan,

Have you tried the other “own” team filters? :-) Those depend on how the team and organisation is structured:

 

Regarding scheduling a call back from Personio, when you go to “Support” at the bottom left, above your profile icon, you’ll find different support options. One of them a contact us button where you can request call backs or also submit your request as a ticket:

This however pre-requires you to be an account owner. If this is not available to you, check with your Admin. 😊


LegoMD
Helping Hand
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  • Helping Hand
  • October 24, 2025

 Hi 🙂 ​@HStan
Have you been able to resolve the issue in the meantime?


Forum|alt.badge.img
  • Author
  • Getting Started
  • Answer
  • October 24, 2025

I’ve not been able to resolve it unfortunately - I tried adjusting the custom filter to just Team = Germany and that happily restricted view to the other country teams but did not give the access required for Team Germany!  I’m stuck I’m afraid - I’ll reach out to Support and see if I can schedule a call with someone at Personio I’m sure it’s something small that I’m missed.

 

Thanks for your help everyone.


Daniele
Community Admin
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  • Community Admin
  • November 7, 2025

Hello ​@HStan were you able to solve your issue with the Support Team?
Best,
Daniele