🔓 Access level in Planday: Administrator

⏱️ Reading time: 3 min.

ℹ️ Important read: How to manage employee information, visibility, and access.

Please note:

Access level names may vary based on your selected language in Planday. They can also be renamed during onboarding or by our Support team at your admin’s request.
Admins or Managers with the same access level can’t see or edit each other’s payroll details or documents.

What are Access levels?

Employees can be assigned extra Access levels in Planday, each granting them different privileges. This feature may be helpful when you add managerial staff such as Schedule managers, HR managers, and additional administrators to your Planday setup or promote a staff member with more responsibilities.

It is possible to limit Access levels per Department. This means that an employee with Schedule Manager access can be limited to managing or modifying only the Schedule belonging to their Department.

What are the different access levels in Planday

You can assign up to four access levels to an employee, even multiple levels to a single person. For instance, someone could be both a Schedule Manager and an Account Admin:

Administrator

The Admin role in Planday has the highest level of access, granting full administrative permissions. Admins can view and edit payroll information, manage all schedules, edit employee details, add or remove administrative permissions from other employees, and deactivate accounts. Due to these extensive rights, it's essential to grant admin permissions carefully.

HR Manager

HR Managers in Planday can create new employees, edit employee information (excluding salary details), manage employment contracts, handle holiday requests, and generate schedule reports.

Schedule Manager

A Schedule Manager can create and edit schedules. This role can be restricted to specific departments, preventing managers from editing shifts in departments they don't oversee.

Account Admin

The Account admin is an additional access level allowing those who signed up for Planday to manage their subscription.

If you have this level of security, you can go to the Account page in your Planday, where you can have an overview of your billing information, invoices, etc. Learn more about this in Manage your Planday subscription from the Account page article.

You will also receive important updates from Planday, such as changes to subscription terms and pricing.

If you're an admin and do not see the account page, you can request additional rights from your manager or ask the Planday support team.

Note: The Account admin access level only allows you to manage the Planday subscription. To access all areas of Planday, including the Account page, you need to be both an Administrator and an Account admin.

Comparison of different Access levels in Planday

The following table outlines all Access levels per role:

Note: The access level settings described above are Planday’s defaults. They may appear different in some cases if they were customised during onboarding or updated later by a full admin in your organisation.

How to view who has what access level in Planday

You can go to the People menu for a quick overview of who has which access levels in Planday. At the bottom of the left-side menu, you'll find the list of Access levels and the number of employees assigned to each level.

Note: Click on any access level to see which employees are assigned to it and which departments it can manage. You can also edit access levels to adjust what employees can see or do.

Overview of Access levels in Planday