By default, the user who registers a new PeopleTray Company Account is automatically assigned the System Administrator role, granting full access to all settings, modules, and data. All other team members are initially assigned Reader access to the TeamTray module upon profile registration.
Users with Administrator and System Administrator roles have the ability to update a team member's user role and grant access to other modules in PeopleTray as needed. If you need to change your access level, you must contact your Administrator or System Administrator.
Two Ways to Assign User Roles
Depending on your level of access as an Administrator or System Administrator, there are two locations where you can assign a user role to a team member:
- Person Profile > Product Settings tab: Accessible by Administrators and System Administrators.
- Settings menu > Manage User Roles: Accessible by System Administrators only.
Assigning User Roles and Modules via the Person Profile
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Access the Person's Profile
Open the profile of the team member and navigate to the Product Settings tab, then go to the User Roles tab. -
Select the Appropriate User Role
For example, in the image below, Becki Hunton is a member of the Corporate Administration workgroup (this corresponds to the Workgroup setting in the Person's Details tab). Becki is also shown with the default role of Reader.- Note: System Administrator role is only visible to System Administrators, while Administrators will only see Reader, Workgroup Editor, and Administrator options.
- To assign Becki the Workgroup Editor role for the Corporate Administration workgroup, check the Workgroup Editor box and select the Corporate Administration workgroup beneath it.
- Multiple workgroups can be selected if the user is to be a Workgroup Editor for several workgroups.
- Please note that assigning the Administrator role is equivalent to assigning the Workgroup Editor role for all workgroups.
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Assign Module Access
Go to the Modules tab to assign access to additional modules, besides the default TeamTray module. Refer to module guides for further details on module functionality.
Central Administration of User Roles
System Administrators can centrally manage user roles through the Settings menu.
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Go to Settings > Manage Users > Manage User Roles
When signed in as a System Administrator, navigate to Settings and select Manage Users followed by Manage User Roles.- Note: To check your current user role, click your name in the top right corner of the screen.
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Modify User Role Settings
To modify the user role settings for an individual, click the Edit button next to their name in the grid. If you want to include Readers in the grid, check the Include Readers option at the top of the page, and edit their settings accordingly. -
Add Security Roles to a Reader
To assign or modify the user role for a Reader, click the Add Security Role button in the top right corner of the grid. The form used to assign or modify user roles is the same as when modifying roles from the Product Settings tab in the Person Profile, as described earlier in this guide.
