Simplify role management in greytHR PRO

Updated in August - 2024 | Subscribe to watch greytHR how-to video

In greytHR PRO, the admin manages two roles, the greytHR PRO role and the greytHR role for each assigned client. When a user is assigned to a client, they must be mapped to a greytHR role-specific to that client's account. Each user can be mapped to a single greytHR role, which may vary from client to client.

The following actions are performed to manage greytHR PRO roles:

1. Map greytHR PRO roles to greytHR roles. 

2. Synchronize greytHR roles with client accounts.

Map greytHR PRO roles to greytHR roles

You can map default greytHR roles to various greytHR PRO roles, which apply to all clients. This default mapping is effective until you assign clients to users. After you assign clients, the specific greytHR roles you assign to users overrides the default mapping.

To map the greytHR PRO roles to greytHR roles, perform the following actions:

1. From the greytHR PRO account, click the Settings icon. The Settings page opens.

2. Under Map Roles to greytHR, select the required greytHR PRO Role and click the Edit icon available on the selected role row. 

3. In the greytHR Role column, from the selected greytHR Role dropdown list, select the required role.

4. Click ✔ to map the greytHR PRO role to the greytHR role. A success message appears.

Synchronize greytHR roles with client accounts

The greytHR PRO's Role sync feature enables PSP admins to seamlessly synchronize required roles and permissions across selected or all client accounts with greytHR roles. This eliminates errors and saves time.

To synchronize greytHR roles with client accounts, perform the following actions: 

1. From the greytHR PRO account, navigate to Roles. The Roles page opens.

2. From the Select source account dropdown list, select the required role that you want to sync.

3. Click Next. 

4. Under Roles, using the checkbox select the required role.

5. Click Next.

6. Select the destination accounts to which you want to sync the role.

7. Click Synchronize.

Note: You can click View sync history to view the completed and failed history of all the synchronized roles. 

Other related links:

• Enhance PSP operations with greytHR PRO

• Get Started With greytHR PRO

• Setup and Track Clients’ Payroll Calendar

Was this article helpful?

More resources:

▶ Video - Watch our how-to videos to learn more about greytHR.

❓ FAQs - Solve your queries using FAQs.

📢 Product Update - Read about the product updates.