Manage access with the new Roles tab

Now you can manage your team's access more easily via new tab Roles , located in the section Users and Permissions .

This update introduces two new predefined roles ( People Manager and Payroll Manager ) designed to help organizations securely delegate access between the Human Resources and Finance teams.

🧭 Where to find it

Log in to your Ontop account.
Go to Settings → Users and Permissions .
Click on new tab Roles (between “Users” and “Activity Log”).

There you will find all the available roles and you can review their permissions by selecting ⋮ → View permissions .

👥 Roles available

Role	Description
Account Owner	Full access to all areas of the workspace.
Admin	Full access, except removing the Owner.
Team Manager	Manages only team operations.
People Manager (NEW)	Focused on hiring, team management and HR documentation. HH.
Payroll Manager (NEW)	Focused on payments, invoices and financial operations.

⚙️ How to assign roles

Go to tab Users inside Users and Permissions .
Click ⋮ (three points) next to a user's name.
Select Assign role and choose between Admin , Team Manager , People Manager or Payroll Manager .
Confirm the changes; The new permissions will be applied immediately.

🔐 Access summary by role

Functionality	People Manager	Payroll Manager
Hiring flow	✅	❌
my team	✅	❌
Documents and taxes	✅	❌
Pay contractors	❌	✅
Pay employees	❌	✅
Invoices and payment methods	❌	✅
Membership	❌	✅
Account settings and permissions	❌	❌

💡 Tips

Assign the role of People Manager to members of the Human Resources or Talent team.
Assign the role of Payroll Manager to members of Finance or Accounting.
Maintain access to Admin limited to those who supervise the entire workspace.

Frequently asked questions

Can I customize these roles?
Not yet, but custom roles will be available soon.
Who can assign roles?
Only the Admins and Account Owners They can assign roles.
Can a user have multiple roles?
Yes, users can have multiple roles if necessary.

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