User Roles and Permissions
Summary
This article outlines the default roles and permissions available within the Plumm platform, including Super Admin, Admin, Manager, User, and Custom Roles. It explains each role's permissions, editing capabilities, and access levels in detail.
In this article
- Before you begin
- Step 1: Default Roles and Permissions
- Step 2: Modifying and Creating Custom Roles
- Frequently Asked Questions (FAQ)
Before you begin
- Only Super Admins can modify or delete roles, including creating custom roles.
- Admins and Managers are assigned permissions by the Super Admin and cannot delete their roles.
- Users cannot edit or delete their roles and have limited permissions.
Step 1.Default Roles and Permissions
- Super Admin
- Permissions:
- Super Admins have full access to all features and modules within the platform.
- Permissions List for Super Admin:
- Admin
- Dashboard
- Documents
- Hire
- Learn
- Money
- People
- Tasks
- Time
- User Profile
- Wellbeing
- Access Level: All permissions are enabled by default.
- Special Note:
- Dashboard > Upcoming Birthdays & Anniversaries is the only section where the Super Admin can check/uncheck permissions.
- All other permissions are checked by default and cannot be unchecked.
- Permissions:
- Admin
- Permissions:
- Admins have broad permissions that are typically equivalent to those of the Super Admin, but the specific permissions granted depend on what the Super Admin assigns to them.
- Permissions List for Admin:
- Admin
- Dashboard
- Documents
- Hire
- Learn
- Money
- People
- Tasks
- Time
- User Profile
- Wellbeing
- Access Level:
- If all permissions are granted, Admins will have Full Access.
- If some permissions are unchecked, Admins will have Partial Access.
- If all permissions are unchecked, it will show No Access.
- Editing: Admin roles can be edited but cannot be deleted.
- Special Note: Admins only have the permissions that are specifically assigned to them by the Super Admin.
- Permissions:
- Manager
- Permissions:
- Managers have more limited access than Admins. They can only access certain features such as team data, tasks, and leave management.
- Permissions List for Manager:
- Dashboard
- Documents
- Hire
- Learn
- Money
- People
- Tasks
- Time
- User Profile
- Wellbeing
- Access Level:
- If all permissions are granted, Managers will have Full Access.
- If some permissions are unchecked, Managers will have Partial Access.
- If all permissions are unchecked, it will show No Access.
- Editing: Manager roles can be edited but cannot be deleted.
- Special Note: Managers do not have Admin-level permissions and only have access to specific modules as assigned by the Super Admin.
- Permissions:
- User
- Permissions:
- Users have the most restricted access and can only manage their personal data and view specific tasks.
- Permissions List for User:
- Dashboard
- Documents
- Hire
- Learn
- Money
- People
- Tasks
- Time
- User Profile
- Wellbeing
- Access Level:
- If all permissions are granted, Users will have Full Access.
- If some permissions are unchecked, Users will have Partial Access.
- If all permissions are unchecked, it will show No Access.
- Editing: User roles cannot be edited or deleted.
- Special Note: Users have no access to Admin or Manager permissions and only have the specific permissions granted to them.
- Permissions:
Step 2.Modifying and Creating Custom Roles
- Creating a Custom Role
- Navigate to Admin > Permissions and click Add Role.
- Assign Permissions: After naming and describing the new role, assign it permissions similar to Admin or Manager but with the ability to limit access to specific modules.
- Access Level: Custom roles can be configured to have either Full Access, Partial Access, or No Access depending on the permissions assigned.
- Save the Role: After assigning the desired permissions, click Save to create the role.
- Editing: Custom roles can be edited and deleted as needed.
- Editing a Custom Role
- Navigate to Admin > Permissions and select the role you wish to edit.
- Modify the permissions as needed and click Save to apply the changes.
- Custom roles can be deleted when no longer needed, but the default roles (Super Admin, Admin, Manager, User) cannot be deleted.
- Access Level for Custom Roles
- If a custom role has full access to all assigned permissions, it will show Full Access.
- If only some permissions are granted, it will show Partial Access.
- If no permissions are granted, it will show No Access.
- Custom roles can be configured to mirror Admin roles by assigning the same permissions, but they can be limited or expanded as needed.
Frequently Asked Questions (FAQ)
1.Can I edit my role as a User or Manager?
No, Users cannot edit their roles. Managers can edit their permissions, but they cannot access Admin-level permissions.
2.Can I delete a role?
Only custom roles can be deleted. Default roles like Super Admin, Admin, Manager, and User cannot be deleted.
3.What happens if all permissions are unchecked for a role?
If all permissions are unchecked for any role (Super Admin, Admin, Manager, or User), the system will display No Access for that role.
4.Can a Manager access Admin-level permissions?
No, Managers only have the specific permissions assigned to them by the Super Admin. They do not have Admin-level access.