Roles & Permissions Guideline

For users to manage roles and permission settings on Slasify.

This guideline explains how to determine and set default permissions in the system. It covers the permissions associated with each role and helps Project Admins (whether actively or passively creating projects) configure different permissions for their team members.

This guide will show you, the Super or Project Admin, how to assign roles to your members under a specific project. If you need a team member of yours to assist with cross-project management, you may explore the use of the co-management feature.

Please note the following shorthands referenced in this guideline:

• Role and permissions: The use of roles and permissions refers to the system of defining and managing the level of access and control held by different users. This system ensures the users can only perform actions within their designated scope, maintaining security and privacy.
• EE: Employee, who have General
  • General : Access to projects related to employee job functions, such as attendance punching, expense reimbursement, and payslip viewing.
• ER: Employer, or Manager
  • Super Admin: Within each project, a Super Admin has access to all function settings and holds the highest level of management authority. If your company has multiple projects with Slasify, the Super Admin role extends across all projects under the account and will appear as Project Admin in each project.
  • Project Admin: Within a project, the Project Admin role has access to all function settings and possess the highest level of management authority of a specific project(s) for your company.
  • Human Resource: Within a project, the Human Resource role has access to all settings related to attendance and human resources management tasks. Through a co-management setting, this role can also be assigned across all projects under the account.
  • Finance: Within a project, the Finance role has access to settings related to billing, reimbursement, payroll reports, invoices, and financial operations. Through a co-management setting, this role can also be assigned across all projects under the account.
• AM: Account Manager, your main contact at Slasify
• Co- management: In a co-management setting, the Super Admin (account owner) can assign members as roles to manage modules across all projects under the account.

The following steps should take place on the Slasify website

 ⚠️ If you cannot log in to Remote Office or you do not remember your password: please review the following guideLog In/Forget Password

⚠️ If this is your first time using Slasify you can change the language to English by clicking on the following link Change Your Web Language Settings - English

How to Assign and Edit Roles & Permissions for your Team

1. Log in to your Slasify account. Click “Enter Remote Office”

   

2. Go to the dashboard of the Project you want to manage.

   

3. When you click on 'Team,' you can view your team members' information and manage the roles of specific members within the project.

   

4. As an Admin, you will see the following page:

   1. You will be able to see the 'Role' column in the table and you can decide whether to display the 'Role' field.

      

5. If you are a Super or Project Admin, you can access the 'Role' column with an editable drop-down list, enabling you to update your team members' roles.

   1. When you hover over a role, a pop-up will appear, displaying the permissions associated with each role.

      

   2. The roles you assign to each member will determine their permissions.

   3. A member can be assigned multiple roles, with "General" being the default role that cannot be removed, as it represents the basic employee designation.

      • Project Admin: Access to all function settings and possess the highest level of management authority of a specific project(s) for your company.
      • Human Resource: Access to all project settings for attendance and management of human resources tasks.
      • Finance: Access to all projects settings for bill, reimbursement, payroll reports, invoices, and management of financial operations.

6. When assigned a specific role, the user will see the "Team" page and other pages with corresponding authorized actions based on the user’s role.

How to Add a Co-Manager

1. Find the Co-management Page under the account avatar, where you can find more details about the scope of roles.

   1. You can assign project roles to members, giving them access to all projects with the assigned roles.

      • Super Admin: Access to all function settings and possess the highest level of management authority of all projects for your company.

      • Human Resource: Access to all project settings for attendance and management of human resources tasks of all projects for your company.

      • Finance: Access to all projects settings for bill, reimbursement, payroll reports, invoices, and management of financial operations of all projects for your company.

        

2. You will receive a notification email when a new role is assigned to you or an existing role is removed.

   

If you have any questions, please contact your Account Manager. You can also contact us via the following email: hi@slasify.com

Thank you & stay well

Slasify Team

Last Updated: 2025.09.03 (v1.97.0)