Authorizing Employees for Support and Instructions

 

In this article we will show you how to designate up to two employees in your company for support and instructions when contacting Personio.

 

What is an employee authorized for support and instructions?

To prevent misuse regarding the administration of your customer account, Personio allows you to designate employees authorized for instructions. Only these employees are allowed to submit support requests via e-mail and telephone, grant (temporary) account access for Personio staff and give instructions, such as how to delete a customer account. For more information on granting access, click here. Due to data protection, all other employees must contact one of the authorized employees or an employee with administrative rights with their requests.

We recommend that you designate two support and instruction persons for your account. We recommend designating at least one administrator and one member of the management board to ensure smooth communication.

Please note that your account contains sensitive data. For the security of your account and to prevent misuse, our service employees are required to provide information and service only to the employees listed as authorized for support and instructions.

Appointing authorized employees for support and instructions

Navigate to Settings > Support > Authorized employees for support and instructions and click on Add Authorized Employee.

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Enter the following data in the window that appears and confirm by clicking on Create:

Field

Information

Name Dropdown list of all active employees in Personio
Gender Taken from the employee profile
Email Taken from the employee profile
Salutation Selection via dropdown list
Phone 1 To be entered manually, e.g. the regular office number
Phone 2 To be entered manually, e.g. the company cell phone
Phone 3 To be entered manually, e.g. another extension
Authorized employees according to the GDPR To be entered manually. These persons are allowed to make, for example, deletion requests, request information about log files or have access to the bulk export of all data and documents stored in Personio
Data Privacy Statement Confirmation after reading the data privacy statement

Contact is only possible via a telephone number entered here. Please also consider in this context whether the number entered here corresponds to the number transmitted during a call (e.g. for outbound telephone service without specifying the subsidiary).

 

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