Me home · requests · forms · profile
The Me portal — self-service without giving everyone everything
Staff front door for home, my requests, leave, travel, and tenant-enabled forms — volunteers and contractors only see what catalog privileges allow, not every workflow because they have a login.
My requests
One list for submitted leave, travel, forms, and bank changes with approval status.
Configurable forms
WFH, grievance, overtime, equipment, and more — enabled per tenant with privilege checks.
Privilege-gated
Catalog RBAC decides who sees each Me form — login alone is not enough.
Self-service for mixed NGO teams
Staff, contractors, volunteers, and field roles — each sees only the Me journeys your tenant assigns.
Me home
Front door for staff: shortcuts to requests, modules, and profile without the full workspace shell.
Track submissions
Follow leave, travel, self forms, and bank changes through approval states in one place.
HR self forms
Tenant-enabled forms from WFH and equipment to grievance and training pulse — each gated by privileges.
Profile & signature
Update profile details and request e-signature changes with approval when policy requires.
Roll out Me for your organisation
Invite users, assign functional roles, and enable only the self-service flows each population needs.
- Separate layouts for employee, workspace, and hiring candidates
- UUID deep links for leave, travel, and request detail
- Bank change and signature flows can route through approvals
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1
Invite staff
Add users to the tenant and assign functional roles in Settings → RBAC.
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2
Enable modules & forms
Turn on HR, travel, and selected Me form channels; map privileges so volunteers get least access.
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3
Staff use Me daily
Employees submit from Me; approvers act in the shared inbox; HR admin stays in workspace.
Submit once, track everywhere
Reduce email chains while keeping approvers in control.
Employee opens Me
Staff see only navigation and forms their privileges allow.
Submit with context
Leave, travel, or a self form creates a record with tenant validation.
Status in My requests
Submitter tracks progress; approvers use the unified approvals inbox.
Works with
Me portal is the staff layer on top of these capabilities.
Frequently asked questions
Common questions from NGO programme, finance, and IT teams evaluating this module.
What is the Me employee portal?
The staff front door for home, my requests, leave, travel, profile, signature, and configurable self forms such as WFH or equipment requests.
Why are Me forms gated by privileges?
Volunteers, contractors, and limited roles may log in but should not access every form — catalog privileges enforce least privilege.
Can bank detail changes go through approval?
Yes. Bank change requests can route through approvals when your tenant enables that workflow.