Introduction to Employees

Employees are the core part of our system – all data in Plecto data sources links to an employee or team. Employees can have different access rights in the organization, depending on their permission when working with Plecto. The most basic organization structure has four levels of employee permission:

• Global Admin: Employees with this permission profile have full access to all features.
• Standard: Employees with Standard permission have view-only access to non-restricted objects. It means that they can see all objects that are not limited to specific teams or employees.
• Team managers: Team managers get elevated privileges. For example, an employee with Standard permission who is also a manager can edit their teams' dashboards, access performance agreements, and more. They cannot access data sources and formulas.
• Employees without login access: These employees are usually managed by an external systems such as Pipedrive or Podio, and they don't have login access to Plecto.

In Plecto, you can create employees manually, invite employees from a different organization, or import them from external systems through our integrations. Here's how to create a new employee or invite an existing one:

1. Go to Organization > Employees > + New employee.
2. Fill out the form:
   Basic information: Fill in the information about your employee. If they have a manager, select the manager in this section.
   Teams: If the employee is a member or manager of any teams in your organization, feel free to add this information here.
   Login access: Decide if the employee should have login access. If yes, they will receive an invitation to join Plecto and set their password. Once they log in, they will be able to access Plecto within their assigned permission. If you invite employees from a different organization, make sure to invite them through the same email address they use in the other organization.
3. Click Save to finish and create the employee.

You can easily merge duplicates or any two employee profiles in Plecto. Sometimes duplication occurs if you integrate Plecto with multiple systems that use the same employees. To find more information, read the full article.

You can add or change someone's employment period on their employee page. After the employment end date, the person will lose access to Plecto, and their data will be depersonalized.

1. Go to Organization > Employees > Actions > Edit.
2. Click Change employment period at the bottom of the page.
3. Here you can adjust the employment start and end dates.
4. To finish, click Save.

You can deactivate an employee profile once they leave your organization. Deactivated employees will no longer be able to log in to Plecto. You cannot delete an employee profile but only deactivate it. This is primarily done not to lose the data associated with the employee. Read the full article.

Since Plecto doesn't delete employees, there is a possibility to reactivate deactivated employee profiles. All it takes are six simple steps. Read the full article.

You can easily remove someone's login access. Here's how:

1. Go to Organization > Employees > Actions > Edit.
2. Click the Remove login access button. Once you confirm the action, the employee will lose their login access to the organization. However, all of their data and registrations will still exist as before.