LevelsPeople & rulesEmployee portalCustomize levelsSessionsAudit

Levels follow rules from the People directory (People & rules tab). Each person's level shows on Workspace › Users and on their employee record, and a change in either place shows everywhere.

Advanced. Change what a level can do per module, or make a variant (for example "HR executive, Mumbai only") and give it to some people.

Levels and variants

    Role

    ModuleRecords they seeviewcreateeditapprovedeleteexport
    Own: their record. Team: their reports in the org chart. Location: people in one office. HR admin always keeps Settings & roles so the company can't lock itself out.

    Sensitive fields

    Hidden removes the field. Masked shows •••• with a lock. Employees always see their own values in the portal.

    HiddenMaskedVisible
    HR admin always sees every field.

    Assignment rules

    Roles follow these rules from the People directory. A manual override always wins.

    Runs on every change
    • Everyone active gets EmployeePortal self-service from the joining date · always on
    • Anyone with direct reports gets ManagerFollows the org chart: change a manager and the role follows
    • Department People gets HR executiveNew HR hires get the HR workspace automatically
    • Contract type Contractor gets No accessUnless "Allow contractors" is on in Portal access
    • Exited people get No access after the windowRead-only payslips and tax forms until the window ends
    PersonType · stageZetPeople levelWhyPortal

    Who gets the Employee portal

    By employment type and lifecycle status.

    Employment type
    Status

    Sign-in

    How employees sign in to the portal.

    Exited access window

    days after the last working day, read-only

    Portal sections by level

    Which tabs each level sees in the Employee portal.

    Open the Employee portal

    Active sessions

    Who is signed in to ZetPeople and the Employee portal right now, including kiosk tablets. Sign-in rules (SSO, 2-step, session length) live in Workspace › Security.

    Workspace security
    WhoDeviceWhereSigned in
    NJNeha JoshiMacBook Air · ChromeThis deviceMumbai, IN · 103.21.58.14Today 09:21
    NJNeha JoshiiPhone 15 · Safari (Employee portal)Mumbai, IN · 49.36.112.7Yesterday 20:04
    AMAarav MehtaWindows · EdgeMumbai, IN · 103.21.58.22Today 09:13
    PDPriya DesaiAndroid · Chrome (Employee portal)Thane, IN · 157.48.90.3Mon 2 Nov 18:40
    Attendance kioskBKC gate tablet · kioskMumbai HQ · BKC · 10.0.4.21Mon 2 Nov 07:00

    Level and permission changes

    Who changed what and when. Also in the company audit trail.

    1. Contractors: portal access limited to payslips and requests
      Portal access · Neha Joshi · Yesterday, 16:20
    2. Priya Desai assigned Payroll admin (override: runs payroll with Finance)
      Assignments · Aarav Mehta · 2 Nov, 10:05
    3. HR executive: Ratings & calibration set to Hidden
      Field access · Neha Joshi · 28 Oct, 12:48
    4. Manager: Expenses approve added (team scope)
      Permissions · Neha Joshi · 21 Oct, 09:30
    5. Rule on: anyone with direct reports becomes Manager
      Assignment rules · Aarav Mehta · 3 Oct, 18:02
    ESC
    Try asking · “deals over ₹50 L closing this month with no activity”
    Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days
    3 deals match · ₹8.84 Cr totalShow results
    Try asking · “unassigned jobs today with an SLA under 2 hours”
    Object: Field jobsTechnician: noneDate: todaySLA < 2 h
    2 jobs matchShow results
    AI actions
    Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets
    Quick actions
    Invite people Change plan or seats
    Workspace pages
    Jump to
    ↑↓navigate↵open⌘Btoggle sidebar

    Invite people

    One login per person across ZetSuite. Pick a profile to give several apps at once, then tweak any app.

    Level in each app
      Teams
      Maintainers see their team's records, so teams decide what a Manager level covers.
      Require 2FA on first sign-in

      Check access

      Ask who can see or do something. The answer shows why, step by step.

      New variant

      Start from a level, then adjust what it can do.

      Rename role

      People keep their permissions. The new name shows everywhere.

      Delete role

      People with this role move back to its base role.

      Change level

      A manual override wins over the rules. The reason is kept in the audit log.