How do I control what each user can see in Tazk Payroll?
Open Settings → User Roles. Every user has one role. Pick a role on the left, or click + to create one. On Menu Access, tick View, Create, Edit, Delete, Export and Approve for each menu, and click Save Menu Access. The Dashboard, Notifications, Data Scope and Field Visibility tabs set the rest. Changes apply at once to everyone with that role.
Which roles come built in?
| Role | Access | Typically for |
|---|---|---|
| Administrator | Everything: all modules and all actions | Company owner, IT admin |
| Employee | Self-service only: own attendance, salary and requests | All regular staff |
| Front Desk | Reception: basic contact and attendance access | Receptionists, security |
| HR Manager | HR and payroll: employee records, HRMS, reports and approvals | HR heads |
| Manager | Team management: approvals, team data and department reports | Department managers, team leads |
How do I set menu access?
- Click a role in the User Roles list. Its name appears at the top.
- On Menu Access, each menu has six permissions: View, Create, Edit, Delete, Export and Approve. Tick the ones the role should have. Approve can be set only on menus that have an approval step.
- Menus with an arrow, such as Contacts and Calendar, have sub-menus. Click the arrow, or Expand All, to set each sub-menu separately. The parent row's ticks are greyed out because they follow its sub-menus. Collapse All folds them again.
- Use Search menus to find a menu, and Only checked or Only not checked to see just the menus the role has, or does not have.
- Click Save Menu Access.
What do the other tabs set?
- Dashboard — the cards, charts and widgets the role sees on the dashboard.
- Notifications — the alerts the role receives, such as attendance exceptions, approvals and announcements.
- Data Scope — whose data the role can see: Own Data, Department or Organization.
- Field Visibility — fields to show or hide in forms, for example salary details.
How do I create a role?
Click + next to User Roles, enter a name (for example "Payroll Accountant"), then set its tabs as above and save. Assign the role to a user in Users.
Important: Role changes take effect immediately for every user with that role. Try changes on a test role first.