There are different types of roles on Charlie.
Account roles - everyone on your account will have one.
Leadership roles - additional roles for managers.
Owner roles - for looking after your Charlie account.
1. Account roles
Every person on Charlie has an account role. This controls what they can see and do for everyone across the company account.
Super Admin
Highest account role.
Can see and do everything across the account.
Often get notifications about people across the company.
Best for: Founders of small teams, HR managers, Heads of Operations.
Note: We recommend having at least two Super Admins on your account in case one leaves the company abruptly, is on extended leave or for any other reason will not have access to Charlie. Only Super Admins can increase permissions, and whilst in some situations they can increase permissions for another team member prior to leaving, its always best practice to have more than one as standard. If you do have a situation arise where your only Super Admin has left the business or is unavailable, we would require written correspondence from a CEO or Chair of your organisation, via an official email address, preferably containing company branding and with their email signature clearly stating their role in the company, to be able to increase their permissions. This is to ensure the utmost security and data protection for your account.
Admin
Similar to Super Admin.
Can see and do the majority of things across the account.
Can’t see payroll and salary information.
Get notifications about people across the company.
Best for: Assistant HR /Operation managers/Office managers.
Payroll Admin
Access to personal information.
Access to salary and payroll information.
Limited ability to edit things.
Best for: External accountants, internal Finance managers.
Member
Lowest permission level.
Limited access to information about other people.
Most people have this- often including managers and heads of departments.
2. Leadership roles - additional roles for managers
On top of their account roles, people can also be given leadership roles. These control what they can see and do for specific groups of people. People can have multiple leadership roles.
A good time to think about who to give these roles to is when setting up your company structure on Charlie.
Line Manager
Gives extra access to people they’re the Line Manager for.
Can see and edit personal information for people they directly manage.
Can approve holiday requests and receive notifications about people they directly manage.
Can’t access salary information of people they directly manage.
Best for: (Real-life) Direct managers.
Team Lead
Gives managers extra access to people in their team.
Can see and edit personal information for people in their team.
Can approve holiday requests and receive notifications about people in their team.
Can’t access salary information of people in their team.
Best for: Heads of teams, Project Managers, Product Managers.
3. Owner roles - for looking after your Charlie account
You will need a Billing Owner on your account.
Billing owner
They will receive invoices for your account payments.
Note: Permissions cannot be customised.
Click here for a detailed side by side permission breakdown table!
Looking to change someone's permission level? Read how here.