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Question

Custom role access

  • October 17, 2025
  • 9 replies
  • 86 views

  • Getting Started
  • 2 replies

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?

9 replies

Moe
Community Admin
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  • Community Admin
  • 324 replies
  • 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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  • Helping Hand
  • 214 replies
  • October 21, 2025

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
  • 82 replies
  • 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 


  • Author
  • Getting Started
  • 2 replies
  • 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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  • Helping Hand
  • 214 replies
  • October 23, 2025

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
  • 53 replies
  • October 24, 2025

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


  • Author
  • Getting Started
  • 2 replies
  • 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
  • 959 replies
  • November 7, 2025

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