Getting started
Users, employees and access
Understand full users, employee records, self-service and permissions.
Employees and users are different
An employee is a workforce record. A user is a login account. Some employees may use restricted self-service without consuming the same access as a full user, while administrators and operational users may require full access.
Assign permissions by responsibility
Use roles and permissions to grant only the areas required for a person’s work. Module availability and user permission are separate checks.
Keep quantities aligned
The number of full users cannot exceed the number of active employees in the current subscription model.