Insights User

To log in to the SwissSalary Insights web portal, you must be included as a user into the Insights user list. => Management - Insights - User setup

An existing system user should be selected in the User name field. Access can be time limited using the validity fields. If no restriction is required, leave the field blank.

The Insights user only has to be created once per instance (across clients).

S/he always has maximum access only to clients/data in which he is also created and authorized as a SwissSalary user (SwissSalary user setup) or restricted by means of a payroll area filter and/or Insights group filter.

=> check whether the new Insights user is entered as ‘Employee’ in the desired clients and whether they have set the appropriate filter in these clients in the payroll area and/or in the Insights groups

The next chapter Insights Groups explains how Insights Groups filters are defined.