Manager Access provides greater visibility and control for your people managers so they can be more hands-on in your organization's onboarding plan. Manager Access is granted in addition to Employee Access in cases where a user has been selected as a Manager for another employee.
In this article:
Assign as manager
It is important to note that Manager Access is automatically assigned to users based on how their direct report status to other employees is configured in your Greenhouse Onboarding account.
Once this relationship is configured in Greenhouse Onboarding, the system will automatically grant Manager Access to the user assigned to the Manager role.
Manager access permissions
To begin, click Settings from your navigation bar. Then, navigate to Permissions in the left-side panel.
Navigate to the Default Access panel and click Edit next to Manager Additional Access.
From the subsequent page, configure the permissions for Manager Access.
Configure Manager Access Administrative permissions
Your organization can configure two administrative permissions for users assigned to Manager Access. These administrative manager permissions will only impact employees who are direct reports for the user with Manager Access.
Can see and edit the tasks that have been assigned to current employees
When this permission is checked, users with Manager Access can view, edit, and create new or existing tasks for direct reports.
Can manage employee documents and signature requests
When this permission is checked, users with Manager Access can view and manage any and all employee documents and signature requests.
Configure Manager Access Employee Field permissions
Your organization can choose which employee fields a user assigned to the Manager role can view and/or edit for direct reports.
Below are the various configurations you can set up for every employee field:
Checkmark Can View for Direct Reports only for every desired field permission. With this option, Managers will be able to discover and view the field for direct reports but cannot change employee information.
View and Edit
Checkmark Can Edit for Direct Reports for each desired field permission. With this configuration, Managers can edit employee information for their direct reports.
Employee fields that can be edited by users with Manager Access will be included in that user's Manager Form.
If an employee field has neither Can Edit for Direct Reports or Can View for Direct Reports selected, the field is hidden from the manager and does not appear on their direct report's employee profile. This state for employee fields is reserved for fields that the average Manager will not need to access.