Who this guide is for: System administrators – Requires ‘System Admin’ role and Role Setup permission
Overview:
This guide explains how to configure the HR role permissions, granting HR staff access to profile editing, sensitive data, document portals, and analytics.
How HR Role Permissions Work:
The HR role bundles permissions that control what HR users can see and do:
Profile Editor: View and edit all staff profiles
Profile Viewer: View all staff profiles
HR Admin: Access sensitive fields (e.g. salary data)
Document Portal: Access the Document Portal page (paid feature)
Insights: Access the Insights analytics page
How to Set Up HR Role Permissions:
Go to Admin tools > Admin panel > Global > Roles.
Locate the HR OR Administrator role and click Edit on its row.
In the Permissions section, enable or disable:
Profile Editor
Profile Viewer
HR Admin
Document Portal
Insights
Click Save at the top of the page.
Additional Information:
Role Setup: Controls which features each role can access.
Document Portal: Paid add-on—contact customersuccess@e-days.com for licensing.
Requires ‘System Admin’ role and Role Setup permission.
Warning: Changes affect all users assigned to the HR OR Administrator role.
Tip: Use the search function within the platform to quickly find Roles.
Use the search function within the platform to quickly find features or settings.