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User Roles: What Administrative Roles exist in PeopleMatter? (video)

Annie -

To access User Roles at any time, follow this path: Settings. → Select your organization. → Company Settings/User Roles.

Financial Admin

The Financial Admin has the highest level of access in the PeopleMatter system. A person with this role has the ability to configure all company settings, locations, and modules.

Highest level of access in the PeopleMatter system
  • Ability to configure:
    • Company settings
    • Locations
    • Modules
  • Full access to the following:
    • All Applicants
    • All Employees
    • All Locations
  • Ability to create other administrators

Primary Admin

The Primary Admin has the same access rights as the Financial Admin but will likely be a different person who uses the system more frequently. A person with this role has the ability to configure all company settings, locations, and modules.

Same access rights as Financial Admin

  • Ability to configure:
    • Company settings
    • Locations
    • Modules
  • Full access to the following:
    • All Applicants
    • All Employees
    • All Locations
  • Ability to create other administrators

Business Admin

The Business Admin has full access to all applicants and employees across the organization. A person with this role cannot be restricted to certain locations, and this person has the ability to access people with managerial and non-managerial positions. The Business Admin is not able to configure certain company-wide settings.

  • Cannot configure certain company-wide settings
  • Full access to the following:
    • All Applicants (Managerial and non-managerial positions)
    • All Employees (Managerial and non-managerial positions)
    • All Locations (cannot be restricted to specific locations)

Payroll Admin

The Payroll Admin has access to the Upload Payroll page in the PeopleMatter system.

 

Learn Admin 

The LEARN Admin has access to all three LEARN settings — Courses, Categories, and Tests. This person is able to assign courses to any location, job, or role. LEARN admins are able to see personal information or access other admin pages.

  • Full access to the following LEARN settings:
    • Courses
    • Categories
    • Tests
  • Able to assign courses to the following:
    • Any Position
    • Any Location
    • Any Role

Human Resources Manager

The Human Resources Manager is restricted by location and has view-only or full access rights to specific locations. This person cannot access company settings. The Human Resources Manager is able to manage applicants and employees who have managerial or non-managerial positions at specific locations.

  • Cannot access company settings
  • View-only or Full access to the following:
    • Applicants (Managerial and non-managerial positions)
    • Employees (Managerial and non-managerial positions)
    • Specific Locations

Business Unit Admin

The Business Unit Admin is restricted by location and has view-only or full access rights to specific locations. This person cannot access company settings. The Business Unit Admin is able to manage applicants and employees who have non-managerial positions at specific locations.

 
  • Cannot access company settings
  • View-only or Full access to the following:
    • Applicants (non-managerial positions only)
    • Employees (non-managerial positions only)
    • Specific Locations

Custom Store Manager

The Custom Store Manager administrative rights can be edited from Settings → Company Name → User Roles → Custom Store Manager. Permissions will be equivalent to a Business Unit Admin.

 

Schedule Admin

The SCHEDULE Admin is a person who can create schedules, but who does not have access to any sensitive employee information. A person with this role can view or edit schedules with full access, but this person cannot access any sensitive pay/cost information or employee information other than contact information.

 
  • Able to view or create schedules
  • Able to access contact information for employees
  • Not able to access sensitive employee information (pay, cost, etc.)

Recruiter Admin

The Recruiter Admin has full access to all applicants and candidates for all positions (non-managerial and managerial) across the organization. The Recruiter Admin does not have access to team members. A person with this role cannot be restricted to certain locations. The Recruiter Admin will be able to configure certain company-wide settings that deal with recruitment.

 
  • Access to recruitment management
  • Access to applicant and candidate data
  • Able to delete notes on applicants and candidates
  • No access to team members data

 

For additional training regarding User Roles, please view the Understand User Roles eLearning Lesson: 

 

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