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Roles & Permissions

Learn about how to set specific permissions for your employees and group them within a role.

Updated in the last hour

Overview

Employees within your directory can be given access to the system, which is controlled by Roles and Permissions. These concepts define how users access and interact with the dashboard and workplace items. Roles are collections of permissions assigned to users or groups, while permissions are the actions that users can perform.

Account Access refers to giving an employee access to login into the system. Employees must have an email address attached to be given Account Access. It ensures that only authorised users can enter the system and perform tasks based on their roles and permissions.

Please note: Employees must have an email address entered to have access enabled



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 the side menu and select Site

  2. Click New Role in the right hand corner

  3. Enter the role details and clone the required permissions

  4. Click Create Role



How to Enable/Disable Permissions

To add or remove permissions from a role, follow the steps below:

  1. On the dashboard, navigate to the side menu and select Site

  2. Click the desired role

  3. Scroll to the required permission and toggle between Enabled/Disabled



How to Edit a Role Name

To edit the name of a role, follow the steps below:

  1. On the dashboard, navigate to the side menu and select Site

  2. Click the desired role

  3. Click the Edit Pencil next to the role name

  4. Make your changes and click the Tick to save

Please note: Admin & Employee roles cannot be edited

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