WhatsApp Feature Permissions

Manage what actions employees can perform on WhatsApp

Our WhatsApp integration gives you precise control over which actions your employees can perform. Permissions are managed on two levels: globally for your entire profile and on an individual employee level, allowing for specific overrides.

This two-level system provides both consistency and flexibility. You can set a default for all employees and then tailor permissions for specific individuals or groups as needed.

Example: If only your remote staff are permitted to clock in via WhatsApp, you can disable the clocking feature globally. This ensures no one can use it by default. You can then navigate to each remote employee's profile and enable the feature for them individually.

How to Manage Global Permissions

Global settings act as the default for all employees. If a feature is enabled globally, any new employee added to the system will automatically have access to it.

WhatsApp Global Permissions

1. Navigate to Settings > WhatsApp Features.

2. You will see a list of all available WhatsApp features with a clear indicator showing if they are Enabled or Disabled.

3. Adjust the settings as required.

4. Click Save.

Changes made to global settings will not affect an employee if their permissions for that specific feature have been individually overridden.

How to Manage Employee-Level Permissions (Overrides)

For maximum flexibility, you can override global settings for one or more employees. This allows you to grant or restrict access to features for specific individuals, regardless of the global configuration.

1. Navigate to Management > Employees or Payroll > Employees.

2. From the Column Presets menu, select the WhatsApp view.

   1. This will display columns showing which employees are registered for WhatsApp and the status of their feature permissions.

3. Select the employee or employees you wish to manage.

4. Click the "Manage" bulk action button and select "Manage WhatsApp Permissions".

   • A payroll access role is required to modify an employee's permissions.

5. In the new window, you can change the status of each feature for the selected employees:

   • Unchanged: No changes will be made to the current settings for the selected employees.

   • Global: The employees will inherit the permission status from your global settings. Any custom override will be removed.

   • Enable (Override): The feature will be permanently enabled for the selected employees, regardless of the global setting.

   • Disable (Override): The feature will be permanently disabled for the selected employees, regardless of the global setting.

6. Click Update.

The employee table will refresh to show the updated permission status for the employees you have modified.