In this article, find out how to:
What are the different roles on the OmniPlatform?
Super admins are the managers of the managers. They assign employees their managers to report to and have access to everything on the OmniPlatform.
Managers can have finance permissions, payroll permissions, direct reports, and approve expenses. All of a Manager's permissions are set by a Super Admin.
Any Manager with the 'Finance' role, will be able to:
Download invoices and credit notes.
Pay online via Kolleno
Export a transactions balance CSV
View Omnipresent's bank details
Sign up for direct debit payments
Any Manager with the 'Payroll' role, will be able to download 'Payroll Reports' for available employees.
A Manager with the Payroll and Finance role will have all of the permissions of both.
A Manager with employee expense permissions will be the expense approver for direct reports assigned to them.
A Manager with direct reports will be able to see their direct reports' compensation data and submit changes for their direct reports.
Direct reports are the employees who can be assigned a manager, upload expenses for approval etc.
How to invite a new line manager to the OmniPlatform
Go to app.omnipresent.com and log in.
Within your Dashboard's 'Home' page, see the '-Resources-' section on the right. Select '-Permissions-'. Depending on your screen size this may be on the right-hand side of the screen, or at the bottom of the screen.
Click '-Add a new Manager-'.
Input the new manager’s first name, last name, and email address. Then, click '-Add a Manager-'. They’ll receive an email with their login information shortly after.
How to set up a Manager's permissions?
Log in to the OmniPlatform as a Super Admin and click on the 'Permissions' button on the dashboard.
Select a Client Manager that does not have the Super Admin right. Super Admins have access to all permissions and their 'Super Admin' status will supersede any permissions selected for them.
Choose the desired permissions for the Manager based on the level of access you'd like them to have.
Changes are saved automatically and will be effective immediately.
How to assign direct reports to Managers
Go to app.omnipresent.com and log in.
Within your Dashboard's 'Home' page, click on 'Permissions'.
Depending on your screen size this can be on the right-hand side of the screen, or at the bottom of the screen.
Select a manager.
Next to '-Direct reports-' click '-Edit-' to assign or unassign direct reports from a manager.
Check the '-Receive employee expense-' notification checkbox if you want this manager to receive expense notifications from their direct reports and to be able to approve them.
Please note: Direct reports will not be able to see who their line manager is on the OmniPlatform. Please inform them directly of any changes made on the OmniPlatform.
FAQ:
I need to temporarily change the expense approver.
If your manager is out of office and you need to assign someone else to step in and approve expenses, you can assign direct reports to another manager. Both managers will see historical and pending expenses until you remove the employee as a direct report.
How can I check if someone is a Super Admin?
Within the 'Manager Permissions' page, you'll see a list of all of your Managers. Super Admins are marked with a Super Admin status.
How do I add a new Super Admin?
Add a manager to the platform, then live chat us or email help@omnipresent.com and request for that person to be upgraded to a Super Admin. We'll be happy to assist.
Why can some Managers see tabs other Managers can't?
The 'Finance' and 'Payroll' permissions dictate the access a Manager has to the 'Payroll Reports' tab and the 'Invoice Reports' tab. Change the Managers' permissions to grant access to each tab.
How do I remove a Manager from the OmniPlatform?
Please contact Support and we'll be happy to assist.
How do I turn a Super Admin into a Manager?
The Support team will be able to action this for you. Please contact Support with your request and we'll action this.