- Supported Actions
- Permissions
- Steps to Update a User’s Role
- Assign Users to a Role
- Manage Product Access by Role
- Bulk Assigning Roles
- Bulk Removing Roles
- FAQ
Supported Actions
- Assign Users to a Role
- Manage Product Access by Role
- Bulk-Add Users to Roles
Role management lets account admins assign Pave roles to users within their company, and control which products each role has access to at any point in time.
Permissions
Roles comprise a set of permissions which determine what employees with the role can access & do in Pave.
Contact our Support team or your Pave Implementation Manager to change the permissions for a role.
Action permissions
Define what a user can do using a given feature.
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- view: Gives read-only access to the feature
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- edit: Gives edit access to the feature for users to make updates/ changes to the feature
View permissions
Define who a user can see within a given product or feature.
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- themselves: Can only access themselves in the feature
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- directReportsOnly: Can access their direct reports (anyone who reports directly to them). In the Total Rewards portal, this view also includes viewing themselves.
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- reportsOnly: Can access everyone beneath them in their reporting line (anyone who reports directly or indirectly to them). In the Total Rewards portal, this view also includes viewing themselves.
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- custom: Can access a custom group of employees as defined by department, the direct reports or reports of an individual, specific employees, or location.
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- all: Can access every employee in the company
Steps to Update a User’s Role
- Review the permissions included in the given role to confirm that the permissions & access provided by the role match the access you wish to give the employee
- To confirm that the role is the right fit for this user, you can Impersonate a User in this role to preview the access provided by the role
- Add the user to the desired role & save your changes
- You can always Impersonate the user once you’ve updated their role to confirm the updates made to their access
Assign Users to a Role
1. From Settings, navigate to the Roles & Permissions tab. Select the desired role from the Roles menu:
2. Review all Pave products that are enabled for this role to confirm this is an appropriate role for the employee(s) you wish to add:
3. Expand the list beneath an enabled product to review the permissions settings for each product:
4. Click on Users, then ‘Add Users’:
5. Add users by email to the Add Users module. You can search employees by name or paste a list of comma-separated emails:
6. Save your changes. A green toast notification will confirm your update was successful:
Manage Product Access by Role
Product-area access can be controlled on a role level by enabling/disabling the blue toggle for a product as shown below:
Once you enable a product toggle, expand the dropdown to view the role’s current permission settings. Here you are able to adjust the access for the role based on the different products and the access you want the role to have for each product. Remember to Save all desired role changes.
If you need any assistance with this, feel free to contact our Support team.
Bulk Assigning Roles
You can assign a role to multiple users when you are in Settings>Users.
From the Users tab, you can search for and select multiple users at once then you can click the Assign role button to assign all selected users to a specified role.
Bulk Removing Roles
You can also remove a role from multiple users when you are in Settings>Users.
From the Users tab, you can search for and select multiple users at once then you can click the Remove role button to remove all selected users from a specified role.
FAQ
Can a user have more than one role at a time?
- Yes - users can have multiple roles assigned.
How do I add multiple users to a role at once?
- Yes, see Bulk Assigning Roles and Bulk Removing Roles.
How can I view Pave as another role?
- You can impersonate other users to view Pave from the perspective of their role.
How can I change the permission settings for a role?
- Contact our Support team or your Pave Implementation Manager to change the permissions for a role.
How can I create a new role?
- Contact our Support team or your Pave Implementation Manager to set up a new role.