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?
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Hi @HStan !
Just tagging @Edda van der Ende , @LegoMD , and @HRJoy as they might be able to help!
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.
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. :-)
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
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.
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. 😊
Hi 🙂 @HStan Have you been able to resolve the issue in the meantime?
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.
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