My Info Tab

The My Info tab serves to provide employees with access to their personal information, with visibility determined by their assigned access level. There are three main user categories: Full Admin users and Account Owners, Custom access level users, and Employee access level users. Full Admins and Account Owners have complete access and editing capabilities for all data. Custom access level users have limited access based on defined settings, which may allow for some editing of their information. Employee access level users are restricted to a few tabs and fields as per their access level. Each category's access is tailored to ensure appropriate visibility and control over personal data.

  • Jul 8, 2026
  • Knowledge

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My Info Tab
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This feature is included in the Core, Pro, and Elite packages.

What is the My Info tab?

Purpose: To help you understand what the My Info tab is and what information each user sees on this tab.

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My Info

My Info

The My info tab is where employees can view information about themselves. The visibility of fields and tabs under My Info depends on the access granted to the specific employee. (See examples below.)

Full Admin users and the Account Owner

The Account Owner and Full Admin users have full access to all fields and data within the account. Their My Info tab contains:

  1. All available tabs.
  2. All fields with applicable data.
  3. Full editing capabilities for their own data.
Custom access level users

The fields and tabs available on a custom access level user's My Info tab are dependent upon what access the user has to their information. In the example above, the custom access level user has access to only some of the tabs and View Only access to the Job Information table, as defined by the custom access level settings.

When setting up the See About Themselves setting in a custom access level, granting full access may allow for administrative editing capabilities for the user's own data. For more information regarding custom access level options, click here.

Employee access level users

The employee access level defines which fields and tabs are available for an employee user. In the example above, the employee has access to a limited number of tabs and can access the fields on their Personal tab as defined by the access level settings.

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