How to Set Up Access Levels

In Homebase, you can customize your team members access levels to ensure they can access only what they need. Access levels in Homebase allow you to set limits and grant permissions easily.

Note: For information on how to edit Team Permissions and what each one means, see here.

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Main Access Levels 

Access Level	Summary
Owner	Owner-level access allows you to view and edit all information in Homebase. This should be the owner of the business, or the team member that will be the main admin in Homebase.
General Manager	General Managers are one level above managers, but a step below Account Owner. General Managers have access to permissions set by the Account Owner.
Manager	Managers: Managers are below General Managers, and only have access to permissions set by the Account Owner.
Employees	Employees do no have access to change any permissions

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Unique Access Levels

Access Level	Summary
Payroll Admin	Payroll Admins are designated Team Members (only Managers or GMs) that are given the ability to run a Payroll. Anyone who has Payroll Admin access can run payroll, access payroll reports, and view tax filings. Note: Only account owners can add payroll admins to the company account.
HR Pro Access	HR Pro Access is only available to the Owner of the account.

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Changing Access Levels

1. Click Team in the left menu.
2. Click the name of the employee you would like to edit
3. Select Edit under Access, Roles, and Wages
4. Select the drop-down under Access
   1. Choose Employee, Manager, GM.
5. Save changes in the bottom right