Compt: How to Update Employee Roles and Permissions - Admin

Admins can update an Employee’s access in Compt by editing their assigned roles from the Employee’s profile. One Employee can have multiple roles if they need access to more than one area of the platform.

Use this process when you need to give an Employee additional permissions, remove access, or update their responsibilities in Compt.

OVERVIEW

Compt is a platform employers use to manage stipends, reimbursements, and Business Expense programs for Employees. Employee roles determine what areas of Compt a user can access and what actions they can take.

Admins can manage Employee roles from the Compt Roles tab in the Employee’s profile.

WHEN TO USE

Use this process when you need to:

• Give an Employee additional permissions
• Remove access from an Employee
• Update an Employee’s responsibilities in Compt
• Assign multiple roles to one Employee

BEFORE YOU START

Before updating Employee roles, confirm that:

• You have Admin access in Compt
• The Employee already exists in the Team list
• You know which role or roles the Employee should have

HOW TO

To update an Employee’s roles:

1. Log into Compt.
2. Go to Stipend admin or Expense admin, then Team on the left-hand sidebar.
3. Click the Employee’s name.
4. Click the Compt Roles tab.
5. Check the role or roles the Employee should have.
6. Uncheck any roles the Employee should no longer have.
7. Click Save Changes.
8. Confirm the updated roles appear in the Employee’s profile.

WHAT HAPPENS NEXT

After you click Save Changes, the Employee’s updated permissions apply in Compt.

If the Employee cannot access the expected area after their role is updated, ask them to log out and log back in.

TROUBLESHOOTING

If you do not see the Compt Roles tab:

• Confirm you have the correct Admin access level
• Confirm you opened the correct Employee profile

If the Employee still cannot access the expected area after their role is updated:

• Confirm the correct role is selected
• Confirm Save Changes was clicked
• Ask the Employee to log out and log back in

FAQS

Q: Can one Employee have more than one role?

A: Yes. You can assign multiple roles to the same Employee.

Q: Where do I update an Employee’s permissions?

A: Go to Team, click the Employee’s name, and open the Compt Roles tab.

Q: When do updated permissions apply?

A: Updated permissions apply after you click Save Changes.

Q: Can I remove a role from an Employee?

A: Yes. Open the Compt Roles tab, uncheck the role, and click Save Changes.