Adding and updating owners and managers on your account

Understanding owner and manager access in MyHR and how to add or update an owner or manager on your account

• READ - Who are owners and managers?
• READ - What do the permissions allow?
• READ - How to add a new owner or manager
• READ - Updating permissions for managers
• READ - Making a manager inactive
• READ - Linking a manager to an employee
• WATCH - training video.
  
  

Who are owners and managers?

Owner and manager users are the people who have a role which allows them to log in and perform actions with the employees they manage, or contact MyHR to get help.

• Owner users can access, manage, and edit everything in MyHR.
  
• Manager user access can be restricted to specific people, departments, and functionalities within MyHR.
  

We also have the concept of a manager of a person. This doesn't automatically grant access to a department or any specific permissions and if this is required, that person still needs to be set up as a manager user.

What do the permissions allow?

Add and manage people

Request employment agreements, add and remove people, see all employment records, request disciplinary, restructure and additional support.

Manage onboarding

Add notes

Manage performance reviews

Access Ask Us

Update billing

Manage integrations

Manage leave

Fast track

How to add a new owner or manager user

Owner users are the only role allowed to add owner or manager users.

1. Log in to your MyHR account.
   If you are giving access to one of your people, check their person record first to make you are not about to give them access to their current department. See How to add people to a department to change their department if necessary.
2. Click on the Settings button, located in the top right hand corner.
   
   
3. The Users tab will open, and all the existing owner and manager users will be displayed.
4. To add a new user, click 'Add user'.
   
   
5. Select user details from saved 'My People' or enter a new user's details.
   
   
6. Click 'Save' once the person's details and access permissions are completed.

Updating permissions for managers

Owner users are the only role allowed to update owner or manager users.

Once you are on the list of existing owner and manager users following the steps above:

1. Select the manager user you want to update
2. Add or remove the relevant permissions for your manager
   
3. Update departments if needed (you should not give manager users access to the department they are in as an employee).
   
4. Select save. Note: Managers cannot set up new departments.

Making a manager inactive 

1. Select the user
2. Set the user's status to inactive 
   
3. Select save. 

Linking the manager to the employee

The manager of a person will receive notifications related to their employee if they are chosen from the people from your MyHR account.

If they are entered manually, the notification will go to the owner user who is the default owner of the account.

Linking the manager to the employee does not allow access to the employee - this is controlled via manager users having access to the relevant department.

1. Go into the employee's edit page by selecting the search button in the top right hand corner of the screen (or pressing Ctrl-K), typing the employee's name and selecting Edit - [Employee Name].
   
2. Scroll down to the Manager section - then Select from My People

Watch the training video

This short video provides an overview of owner and manager access and how to add new users.

A new video is coming soon