Managing Access Rights

Control which modules each team member can access in Officaid.

Set the right permissions for every team member

Changing a team member's access in Officaid takes just a few clicks. You can grant or remove access to any module directly from the Access Rights table, and the changes take effect immediately.

Before You Begin

Make sure you have:

Admin access to your Officaid account
At least one team member added through Team → Directory

Changing a Team Member's Access

1 Go to Admin → Access from the left sidebar
2 Find the team member in the table (use the Search bar if needed)
3 Click the dropdown next to the module you want to change
4 Select Allowed to grant access or No Access to remove it

The change is saved automatically. The team member's sidebar will update to reflect their new permissions the next time they load the page.

Granting Me Access

The Me module is the employee self-service portal where team members can view their payslips, apply for leave, and submit claims. When you set a team member's Me access to Allowed, Officaid sends an invitation email to the work email address on their employee profile. This email contains a link for them to create their account and log in.

Make sure the team member's work email is correct in their employee profile before granting Me access. The invitation email is sent to that address. You can verify this in Team → Directory by opening the employee's profile.

Officaid is available on both web and mobile, so once a team member creates their account, they can access it from anywhere.

Recommended Access by Role

Here are some examples of how you might configure access for different roles in your business:

Business owner or manager would typically have all modules set to Allowed, including Admin
Sales team member would need Network, Sales, and Me access
HR or payroll manager would need Team, Me, and possibly Finance and Reports
General employee would typically only need Me access for self-service features

These are examples to get you started. You can configure access in whatever way best fits your team structure.

Frequently Asked Questions

Can I change access for multiple people at once?

Access rights are updated one team member at a time. Each dropdown change is saved automatically, so you can move through the table quickly without needing to click a save button.

What does removing Admin access do?

A team member without Admin access cannot view or change billing, access rights, company settings, or the audit log. Make sure at least one person (besides the Super User) retains Admin access so these settings remain manageable.

Can I change a Super User's access?

No. Super Users have permanent access to all modules, and their permissions cannot be modified from the Access Rights page. See Super Users Explained for more details.

What's Next?

Explore related topics:

Super Users Explained to understand the role with full, permanent access
Understanding My Desk to see what your team members experience with Me access
Adding a Team Member to onboard new employees and set their permissions

access permissions admin security how-to