Guide for administrators
The super admin role can see and change everything, across every company. Use it for setup and administration, and give people the narrower roles they need for daily work.
Companies and feature switches
Under Companies, each company has:
- its details: RC number, TIN and PenCom employer code;
- its logo and brand colour;
- a Microsoft Teams channel for announcements, with a test button and an option to post daily birthday and work-anniversary cards.
You can switch these features on or off for each company:
| Feature | What switching it on does |
|---|---|
| Microsoft sign-in | Staff sign in with your company's Microsoft account. You can make it the only way to sign in. |
| Document storage | Choose where files are kept: Praxis's own database, SharePoint or S3-compatible storage. |
| Salary advances | Lets employees request advances. |
| Approval workflow | Lets you choose one- or two-step approval. |
| Clock in and out | Shows the clock-in widget to employees. |
To work in a different company, use the company switcher in the sidebar.
Approval chains
With the approval workflow switched on, open Settings → Approvals and choose one- or two-step approval for each of:
- leave
- loans
- expense claims
- salary advances
Loans can also use three steps: Credit, then managing director, then Finance. In every chain, a different person must act at each step.
Users and roles
- Users: create users and give each one a primary role, plus any additional roles. From here you can also:
- deactivate an account;
- reset someone's password or two-factor sign-in;
- link a user to their employee record;
- limit a user to a single company.
- Roles: create a custom role, such as a managing director role, and choose its permissions from the catalogue.
Praxis stops people granting access they don't hold themselves, and no one can change their own roles.
Audit log
Audit Logs records:
- changes across the system, with the values before and after;
- sign-in lockouts, password resets and changes to settings.
Filter by category, module, action, person or time range, and export the results as CSV. Passwords and secrets are never shown, and national ID and bank numbers are masked.
Under Settings → Microsoft 365, enter your Microsoft 365 tenant, client and sender details, then send a test email. Praxis queues outgoing email and retries any that fail. Email logs shows what was sent.
Leave types and holidays
- Leave Types: leave types are shared by all companies and managed by the super admin.
- Holidays: generate the Nigerian public holidays each year, and switch individual days on or off.