How to Set Up People Access in Pequity

Pequity’s People Access feature allows Admins to manage what employee data other users—like managers or HR partners—can view within the platform. With this tool, you can grant access to specific individuals, departments, or custom groups, ensuring each team member only sees the data relevant to their role.

Follow the steps below to set up and customize People Access.

✅ Step 1: Navigate to People Access Settings

1. From your Pequity dashboard, go to Settings > Team Members.

2. Locate the People column.

3. Find the user you want to assign access to and click the dropdown under their People Access column.

4. Choose from existing access types, or select Add New to create a new access level.

👥 Default Access Types

Pequity provides two default access options:

• Direct Reports View
  Grants users access only to employees who report directly to them. This is based on the manager/employee relationships defined in your People data (i.e. Manager ID and Employee ID fields).

• Department View
  Grants users access to their full organization. This includes their direct reports, as well as all indirect reports (e.g. their reports’ reports).

➕ Create Custom Access Types

To create a new access level:

1. Select Add New from the dropdown in the People column.

2. You’ll be redirected to the People Access settings page.

3. Click + Add Access Type and give your new access a name (e.g., “Customer Success Access”).

4. Choose one of the four permission types:

   • Direct Reports View
     (See definition above)

   • Department View
     (See definition above)

   • Duplicate User Access
     Select an existing user whose access you want to replicate. Ideal for ensuring consistency across similar roles or departments.

   • Configurable Access
     Create a fully custom access group by selecting individual employees or applying filters based on attributes like department, location, or title. You can assign access in bulk or one-by-one.

5. Choose which columns they should be able to view via the Columns tab.
6. Choose whether or not they can access Employee Portals via the Permissions tab.
7. Click Save to create the new access type.

✅ Step 3: Apply Access to a User

1. Return to Settings > Team Members.

2. In the People Access column for the desired user, select the custom access type you just created (e.g., "Customer Success").

3. Click Save to apply.

💡 Tip

Use Configurable Access for edge cases where team members need visibility across teams, or for dotted-line reporting structures.

📩 Need Help?

If you have questions or need support configuring People Access, reach out to us at support@getpequity.com. We're happy to help!