Overview
Access control allows you to limit an admin’s visibility to specific users.
For example, you can restrict an admin to view:
Only users with a certain tag
Only users with a certain HRIS attribute (for example, global region)
A combination of both
Note: Company attributes will only be available if you have an HRIS integration.
Important: You must be an Account Owner to configure access control.
Key benefits / use cases
Improve data security by limiting admin visibility
Organize access by region or department using HRIS attributes
How to assign access control filters in bulk
Follow these steps to assign filters to multiple admins at once using bulk operations:
Navigate to Settings → Manage roles and permissions
Click Edit
3. Open the Access Automation tab
4. Under Bulk Operations, click Bulk Assign Filters
5. Select Filter columns to define which HRIS fields to include in your template
If you have an HRIS integration, company attributes will appear here. You can use them to restrict access (for example, limit admins to users within a specific global region).
Note: Campaign filters cannot be assigned in bulk. They must be added individually on each admin’s user profile, as shown here.
6. Download the CSV template
7. Add admin email addresses and corresponding filter values
8. Format your file correctly (example below using Tags as filters)
Note: To assign multiple tags as filters for a single admin, separate each value with a semicolon (;).
9. Save the file in CSV format
10. Upload the file and click Upload & Process
Example
After processing:
[email protected] will only see users with the project manager tag and users with the High Potentials 2025 tag
[email protected] will only see users with the project manager tag
[email protected] will only see users with the High Potentials 2025 tag
FAQs
Can I assign campaign filters in bulk?
No. Campaign filters must be assigned individually on each admin’s profile.
What happens after I upload the CSV?
You’ll see a summary of processed users and results, including any errors or successful updates.
What happens if an admin already has access control filters assigned?
The CSV file acts as the source of truth. Any previously assigned filters will be removed and replaced with the filters defined in the file.