How to grant access to Organisation Components

Who can benefit from this guide?

Anyone with system administrator permissions can perform these actions.
If you need access to Organisation Components, please speak to your system administrator or raise an iHelp through Infusion.

Update Security Profiles to grant access to Organisation Components

Before users can access Organisations Components in the Business bubble, you must update their security profile permissions in System > Security Profiles.

Recommended security profiles for access to Organisations Components

While each organisation may have its own configuration, we recommend the following permissions for specific security profiles:

• System Administrator

  • Permissions: Enable, View, Add, Change, Delete

• HR Manager

  • Permissions: Enable, View, Add, Change, Delete

How to give users access to Organisation Components

To give a user access to the Organisation Components bubble:

1. Go to SYSTEM > SECURITY PROFILES.

2. Select the Security Profile that requires access to the Organisation Components bubble.

3. In Permissions, expand COMPANY CONFIGURATION, then expand ORGANISATION COMPONENTS to find the Organisation Component application permissions.

4. Tick the Enable box to activate the Organisation Component application.

5. Tick the View, Add, Change and Delete boxes for Organisation Component records and Organisation Component types permissions as required.

6. You may need to enable the Organisation Structure application too.

7. Select the Green Tick Button to save your changes.

For further assistance, please reach out to our support team: Book a consultation.