User Management in Kamsa is where you control user access, permissions, and visibility to employee and compensation data.
User Management is divided into two main sections:
1. Users Section
This section is for managing individual users. Here you can:
Add Users: Invite internal team members, compensation reviewers, recruiters, or external consultants to access Kamsa.
Edit Users: Update users' roles, data access permissions, or email information.
Deactivate Users: Temporarily revoke a user's access.
Delete Users: Permanently remove users from the system.
Request an External User: Add users that are not employees to the system.
Managing Users in Kamsa
Efficiently manage user access and permissions within Kamsa. Follow these clear step-by-step guides for common user management tasks:
Add a User
Navigate to User Management → Users.
Click Add User.
Enter the employee’s name and company email.
Select the appropriate Role Template from the dropdown.
Define their Employee Data Access and Global Market Data Access.
Click Submit.
The new user receives an email to set up their account.
Edit a User
Go to User Management → Users.
Click the three dots next to the user’s name and select Edit.
Update the user’s Role Template or data access permissions.
Click Submit.
Deactivate a User
Deactivate via User Management:
Navigate to User Management → Users.
Toggle the Active button off next to the user.
Access for this user is immediately revoked.
Deactivate via Employee Data:
Go to Employee Data.
Click Edit, change the Employment Status to Terminated.
Access for this user is immediately revoked.
Delete a User
Navigate to User Management → Users.
Click the three dots next to the user’s name.
Select Delete and confirm.
Requesting an External User
Adding external Users (for example, Consultants) requires requesting access from the Kamsa team. Once you request external User access, someone from the Kamsa team will review the request and grant access to the User.
Click Request A Non-Employee.
Enter the first name, last name, and email for the external user
Click to select Role, and choose the desired Role.
Enter context for this user. For example, describe what kind of Employee Data Access and Market Data Access this user should have.
Click Submit.
Once submitted, a Kamsa team member will review the external user, and will let you once they are provided access.
2. Role Templates Section
This area is where you set permissions by defining which pages and data a user can see or edit. You can:
Use Default Role Templates: Quickly assign standard permissions with Kamsa’s built-in roles.
Create Custom Role Templates: Design roles tailored specifically to your organization's needs by selecting page permissions and data visibility.
Default Role Templates
Owner: Full system access and can manage Admin users.
Admin: Full access, manages all roles except Admin.
Standard User: Default limited access, can be customized.
Comp Reviewer: Access specific to assigned compensation reviews.
Create and Edit Custom Templates
Go to User Management → Role Templates.
Click + New Role Template to create or click the three dots and Edit for existing templates.
Select pages and permissions needed for the role.
Label the role clearly, add a description, and click Submit.