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Can I create a “View-Only” role for our external accountant or auditor?

Day Off allows you to customize roles by selecting specific permissions, so you can give access without allowing any changes.

Using the Web Version

You can create a limited access role directly from the web platform.

To set up a view only role:

  • Go to Security
  • Go to permissions
  • Create a new permission group
  • Select only view related permissions from the full Admin permission list
  • Avoid enabling any edit, approve, or management permissions
  • Assign this role to the view only users

You can allow access to:

  • Employee profiles
  • Leave balances
  • Requests and history
  • Teams, policies, and schedules

All without giving the ability to modify anything.

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