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Roles and Permissions

Learn more about the different ways to set up and maintain your roles and permissions.

Updated over 3 weeks ago

Overview

The roles and permissions screen allows the creation and editing of roles, which, once allocated to employees, will determine their access to the system. Roles and permissions are concepts that define how users access and interact with the system. Roles are collections of permissions assigned to users or groups, while permissions are the actions that users can perform.

Viewing and editing employee records require admin access. If you only have view-only permissions, you can only see items that have been assigned to you.



How to Add a New Role

To add a new employee role to the system, follow the steps below:

  1. On the dashboard, navigate to Configuration > Setting > Roles

  2. Click New Role

  3. Enter the Role details

  4. Click Create Role.​



How to Enable/Disable Permissions

To add or remove permissions from an existing employee role, follow the steps below:

  1. On the dashboard, navigate to Configuration > Setting > Roles

  2. Click the required Role

  3. Scroll to the required Permission

  4. Set desired Enabled/Disabled

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