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Manage Custom Roles Permissions

Summary

This guide explains how to manage custom roles and assign permissions for Team Time Off in Plumm. Administrators can configure which users have access to time off data, as well as manage permissions related to Team Time Off.


In this article

  • Before you begin
  • Step 1: Editing a Custom Role
  • Step 2:  Assigning Permissions
  • Step 3: Selecting Which Users Can View Data
  • Step 4: Granting Permissions
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must have administrative access to the Custom Roles section to manage roles and permissions.
  • Ensure you have a list of users you want to assign the custom role to.
  • Verify the relevant permissions

Step 1. Editing a Custom Role

  1. Navigate to Admin > Custom Roles in your dashboard.
  2. Click Edit next to the custom role you want to modify.
  3. Update the role’s name, description, and make any necessary changes to the settings.
  4. Select the users to assign the custom role to. After making your selections, click Apply and then Save.

Step 2. Assigning Permissions for Team Time Off

  1. In the Access section of the custom role, click on People Data.
  2. Under People Data, select any permission.
  3. Enable the permission.
  4. Click Save to update the custom role permissions.

Step 3. Selecting Which Users Can View Data

  1. After enabling the permission, choose which users’ records should be visible.
  2. You have the following options:
    • All Employees: Select this option to include all employees in the Team Time Off section.
    • By Condition: Select this option to define specific conditions for the users’ data.
    • Select by Name: Manually select users by their names.
  3. Optionally, check the box for Attendance to include attendance data for the selected users.
  4. After making your selections, click Save to finalize the changes.
 

Step 4.Granting Permissions

  1. If you wish to grant time sheet access to users, check the box for Team Time Sheet.
  2. Once selected, click Save to confirm and apply the permission.

Frequently Asked Questions (FAQ)

1. Can I assign a custom role to a user by name?

 Yes, you can manually select users by name when configuring the custom role permissions.
 

2 .What is the Team Time Off permission?

 The Team Time Off permission allows users to view or manage the time off records for employees based on the permissions granted.

3. Can I restrict which users can access the Team Time Off section?

 Yes, you can choose to view data for all employees or select users by conditions or names.
 
 

4. Can I update the permissions after they are set?

 Yes, you can modify the permissions at any time by editing the custom role and updating the access settings.

5.What happens if I select All Employees?

 By selecting All Employees, all employees’ time-off records will be visible to the users assigned the custom role.