Employee Roles + Permissions (Company Administrators)

Company Administrators can update an employee’s access in Compt by editing their assigned roles from the employee’s profile. You can give one employee multiple roles if they need access to more than one area of the platform.

Use this process when you need to update what an employee can access in Compt.

When to use

Use this when you need to:

• Give an employee additional permissions
• Remove access from an employee
• Update an employee’s responsibilities in Compt

Before you start

Make sure you have Company Administrator access in Compt so you can manage employee roles.

How to

1. Go to the Team tab.
2. Click the employee’s name.
3. Select the Compt Roles tab.
4. Check the role or roles you want the employee to have.
5. Click Save Changes.

What happens next

The employee’s updated permissions will apply after you save your changes.

Troubleshooting

If you do not see the Compt Roles tab, confirm that you have the correct admin access level.

If the employee still cannot access the expected area after their role is updated, have them 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 the Team tab, click the employee’s name, and open the Compt Roles tab.