User Roles and Permissions

Summary

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

1.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.

2.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.

3.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.

4.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.

Step 2: Modifying and Creating Custom Roles

1. 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.
2. 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.
3. 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?

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?