Access and roles
User access in Marco depends on the following factors:
In Marco, managers can be granted different access privileges, which determines what a manager can view or do. All managers can be granted one or more of the following access privileges:
- Time access
- Payroll access
- Billing access
- Admin access
By default, all managers have no access privileges. Only Admin Managers (managers with admin access) can set access privileges for all managers.
To administer access, refer to Set manager access privileges.
By default, all managers can only view their assigned staff. The default access allows all managers to:
- Add and onboard new staff
- View and edit basic staff information, including some personal and work details
- View staff's leave balance and history
- View staff's expense records
- View and manage staff's documents
- Manage staff's relocation
- View and manage staff's visa applications
Managers with no access privileges cannot approve their staff's leave requests and expenses, unless they are assigned as the staff's Reporting Manager.
Time Managers (managers with time access) can only view their assigned staff. On top of the default access, Time Managers can also:
- Manage staff's leave balance and records
- Manage staff's public holiday list and weekend policy
- Approve staff's leave requests
Payroll Managers (managers with payroll access) can only view their assigned staff. On top of the default access, Payroll Managers can also:
- View and edit private staff information, such as bank information and employment contract information
- Manage staff's salary items
- Manage staff's insurance
- Manage staff's bank accounts
- Manage staff's expense records
- Approve staff's expenses
- Run expense and payroll reports
Billing Managers (managers with billing access) can only view their assigned staff. On top of the default access, Billing Managers can also:
- Manage company documents
- Manage agreements with vendors
- Make EOR quotations and requests
Only Admin Managers (managers with admin access) can view all staff in the company. In general, the Admin Manager can do everything that a Time Manager, Payroll Manager, and Billing Manager can do:
- View, manage, and edit all staff information, including personal, bank, and work details, leave, salary, expenses, relocation, and so on
- Manage company documents, agreements, quotations
On top of all accesses, Admin Managers can also:
- Assign managers and vendors to staff
- Set profile type and manager access
- Change staff's Marco account email
- Offboard staff
- Delete staff
- Manage the company's information, including its business entities, bank accounts, and exchange rates
With these additional accesses, the Admin Manager also serves as a Marco Platform administrator for their company.
Managers can be assigned to a staff in any of the following roles:
- Reporting Manager
- Data Manager
When a manager is assigned as the staff's Reporting Manager or Data Manager, they will be able to view and manage the staff based on their access privileges.
Each staff can be assigned only one Reporting Manager and multiple Data Managers. If needed, the same manager can be assigned as the Reporting Manager and Data Manager for one staff.
A Reporting Manager is the staff's direct manager. As a Reporting Manager, you can approve the staff's leave and expenses, on top of your existing access privileges.
A Data Manager manages the staff's data for the company. As a Data Manager, you can manage the staff's leave balance, handle payroll and salary matters, and so on, depending on your access privileges. Typically, the company's HR and payroll employees will be assigned as Data Managers to manage their company's staff in Marco.