Configure Custom Access Level in BambooHR

To configure Custom Access Level in BambooHR follow the steps below:

Step 1: Choose Custom Access Level from Settings >> Access Levels >> Click on “Add” symbol right to “Levels”.

Figure 1. Choose Custom Access level

Step 2: Fill in the “Access Level Name” and “Description” and click on “Next Step”.

Figure 2. Fill the details and click on "Next Step"

Step 3: Select what people assigned in this access level can do from the options provided and click on “Next Step”.

Figure 3. Select the permissions to grant the access level

Step 4: Select what people with this access level can see or edit about other employees or about themselves. Here, we can customize single fields accordingly and click on “Save and Finish” after making all the required changes.

Figure 4. Customize permissions field-wise and click on "Save and Finish"

Step 5: After creating the Access Level, add the employees we want to give access according to the access level created. Click on “Add Employees” and select the employee to put under this custom level.

Figure 5. Assign people to the newly created custom access level

Figure 6. Select the user to assign to the custom access level.

Figure 7. The user “Marrisa Mellon” is added to the custom access level we created.