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Manage Custom Roles Permissions

Summary

This guide explains how to create, edit, and manage custom roles in Plumm. Administrators can assign users, update custom role details, and configure access permissions across People Data, Documents, Money, Tasks, Time, and other modules. Custom roles allow you to extend access beyond the default system roles while keeping full control of what each user can view or manage.


In this article

  • Before you begin
  • Step 1: Create or edit a custom role
  • Step 2: Assign users to the custom role
  • Step 3: Manage permissions under Feature
  • Step 4: Manage permissions under People Data
  • Step 5: Configure visibility for Time-based permissions
  • Step 6: Save and update role access
  •  Frequently Asked Questions (FAQ)

Before you begin

You must have:
  • Administrator access to Admin > Permission
  • A clear understanding of which users should be assigned to the custom role
  • A list of permissions that must be granted (e.g., Time Off, Attendance, Timesheet, Documents, etc.)
Plumm includes default roles that cannot be modified or deleted:
  • Super Admin
  • Admin
  • Manager
  • User
Custom roles appear separately and can be created, edited, or deleted.

Step 1. Create or edit a custom role

Create a new custom role
  1. Go to Admin > Permission.
  2. Click + Add Role.
  3. Enter:
    • Name (e.g., “Head Manager”)
    • Description
  4. Continue to assign users (Step 2).
  5. Click Save. The new role appears under Permissions.
Edit an existing custom role
  1. Go to Admin > Permission.
  2. In the Custom Roles section, click the three-dot icon next to a role.
  3. Select Edit.
  4. Update the name, description, and assigned users.
  5. Click Save.
Delete a custom role
  1. Click the three-dot icon → Delete.
  2. Select Confirm to permanently delete, or Cancel to stop.

Step 2. Assign users to the custom role

When creating or editing a custom role, you can assign users using:
  • All Employees – applies the role to everyone
  • Select by Condition – based on department, designation, location, etc.
  • Select by Name – manually pick users
After selecting the users:
  • Click Apply
  • Then click Save

Step 3. Manage permissions under Feature

After creating or editing a role:
  1. Go to Admin > Permission
  2. Click the three-dot menu next to the custom role
  3. Select Access
  4. Open the Feature tab

Here you will see all available modules:

  • Admin
  • Dashboard
  • Documents
  • Hire
  • Learn
  • Money
  • People
  • Tasks
  • Tech
  • Time
  • User Profile
  • Wellbeing

Each module has 3 permission levels:

  • No Access
  • Partial Access
  • Full Access

Example

If you select Time, you can control access to:

  • Team Time Off
  • Team Attendance
  • Team Timesheet
  • Project Time
  • Timesheet Summary
  • Attendance Calendar
  • Overtime Request
  •  …and more.
This allows precise control over what data the role can view or manage.

 

Step 4. Manage permissions under People Data

  1. Go to Admin > Permission
  2. Click the three-dot menu next to the custom role
  3. Select Access
  4. Open the People Data tab
People Data tab helps to configure access to employee-related data categories.
 
Here you can control access to:
  • Documents
  • Money
  • People
  • Tasks
  • Tech
  • Time
  • User Profile

Each category may include detailed sub-permissions.

Example: People Data → Time may include:

  • Time Off
  • Attendance
  • Timesheet
  • Leave Balances
  • Policy Balance
  •  …and more depending on configuration.

Set permissions as required for each category.

Step 5. Configure visibility for Time-based permissions

When you click the Time category, a detailed list of sub-permissions appears, including:

Time Permissions

  • Team Time Off
  • Team Attendance
  • Time Summary
  • Team Timesheet
  • Team Project Time
  • Timesheet Summary
  • Project Summary
  • Attendance Calendar
  • Timesheet Request
  • View Policy Balance
  • Edit Policy Balance
  • View Team Leave Balance
  • Overtime Request
Each permission can be individually toggled on or off.

'Applies To' section:

At the bottom of the Time panel, choose whose data the custom role can access:
  • All Employees
  • Select by Condition
  • Select by Name
Example:
You may enable Team Time Off and set Applies To → All Employees if you want the user to view everyone’s leave records.
 
 

Step 6. Save and update role access

After enabling required permissions:
  1. Scroll down (if needed).
  2. Click Save.
  3. The assigned permissions will now apply to every user under this custom role.

Frequently Asked Questions (FAQ)

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

Yes, use Select by Name during role creation or editing.
 

2 .Can I set different visibility for each Time permission?

Yes. Each permission (Team Time Off, Timesheet, Attendance, etc.) has its own visibility setting.

3. What does “Full Access” mean?

Full Access allows complete control of the selected module, including viewing, creating, editing, and deleting data (where applicable).
 
 

4. Can I edit custom role permissions later?

Yes. Go to Admin > Permission > (three dots) > Access to modify at any time.

5.What happens if I select “All Employees”?

The role gains access to every employee’s data for the permissions enabled.

6. Can default roles be deleted?

No. Only custom roles can be deleted or edited.