New Role

Setup 🡪 Roles 🡪 New Role

The "Add New Role" feature under the "Roles" module allows administrators to define and customise roles within their organisation, specifying the access and permissions granted to users assigned to these roles. 

Here's how to use this feature and an explanation of each field in the role creation form:

Usage:

1. Role Name: Enter a descriptive name for the new role you are creating. This name should help identify the role's purpose or responsibilities within the organisation.

2. Features and Capabilities: This section defines the specific permissions and access levels associated with the role. Each feature represents a particular module or functionality within the system, while capabilities specify what actions users with this role can perform within each feature. Here's an explanation of the fields in this section:

• Bulk PDF Export: Define whether users with this role can perform bulk PDF exports.

• Contracts: Specify access levels for viewing and editing contracts.

• Credit Notes: Set permissions for viewing, creating, editing, and deleting credit notes.

• Customers: Control access to customer-related actions, such as viewing, creating, editing, and deleting customer records.

• Email Templates: Determine if users can view and edit email templates.

• Estimates: Set permissions for viewing, creating, editing, and deleting estimates.

• Expenses: Specify access levels for viewing, creating, editing, and deleting expenses.

• Invoices: Control access to invoice-related actions, such as viewing, creating, editing, and deleting invoices.

• Items: Define permissions for managing items, including viewing, creating, editing, and deleting them.

• Knowledge Base: Specify access to the knowledge base, including viewing, creating, editing, and deleting articles.

• Payments: Set permissions for viewing, creating, editing, and deleting payments.

• Projects: Control access to project-related actions, such as viewing, creating, editing, and deleting projects, timesheets, milestones, and proposals.

• Reports: Define permissions for accessing reports, including the timesheets report.

• Staff Roles: Specify access levels for managing staff roles, including viewing, creating, editing, and deleting roles.

• Settings: Control access to system settings, including the ability to view and edit them.

• Staff: Determine permissions for managing staff members, including viewing, creating, editing, and deleting staff records.

• Subscriptions: Specify access levels for managing subscriptions, including viewing, creating, editing, and deleting them.

• Tasks: Set permissions for task-related actions, including viewing, creating, editing, and deleting tasks, timesheets, and task checklist templates.

• Estimate Request: Define permissions for viewing, creating, editing, and deleting estimate requests.

• Leads: Specify access levels for managing leads, including viewing, deleting, and accessing translations.

• Recruitment: Control access to recruitment-related actions, including viewing, creating, editing, and deleting recruitment records.

• QRPlus: Determine permissions for managing QRPlus, including viewing, creating, editing, and deleting QRPlus records.

• HR Payroll: Set permissions for managing various HR payroll functionalities, including employees, attendances, commissions, deductions, bonus KPIs, insurances, payslips, payslip templates, income taxes, reports, and settings.

• Timesheet - Attendance: Specify permissions for viewing and accessing attendance-related data.

• Timesheet - Leave: Determine permissions for viewing and accessing leave-related data.

• Work Routes: Control access to work route-related actions.

• Timesheet - Additional Work Hours: Set permissions for additional work hours management.

• Timesheet - Additional Work Hours for Specific Employee: Define permissions for creating additional work hours for specific employees.

• Timesheet - Work Shift Table: Specify access levels for managing work shift tables.

• Timesheet - Report: Control access to timesheet reports.

• Timesheet - Workplace Management: Determine permissions for workplace management.

• Landing Pages: Set permissions for managing landing pages, including viewing, creating, editing, and deleting them.

• Landing Pages - Leads: Specify permissions for managing leads associated with landing pages.

• Landing Pages - Blocks: Define permissions for managing blocks within landing pages.

• Landing Pages - Templates: Control access to landing page templates.

• Landing Pages - Settings: Determine permissions for landing page settings.

• Goals: Set permissions for managing goals, including viewing, creating, editing, and deleting them.

• Appointments: Specify access levels for managing appointments, including viewing, creating, editing, and deleting them.

• Dashboard: Control permissions related to dashboard viewing.

• Companies: Determine access levels for managing company records.

• Packages: Specify permissions for managing packages, including viewing, creating, editing, and deleting them.

• HR Dashboard: Control access to HR dashboard-related actions.

• HR Organization: Set permissions for managing HR organizational data.

• HR Receive Staff: Define permissions for receiving staff records.

• HR Records: Specify access levels for managing HR records.

• HR Job Description: Control access to HR job descriptions.

• HR Training: Determine permissions for HR training-related actions.

• HR Q&A: Set permissions for HR question and answer functionality.

• HR Contract: Specify access levels for managing HR contracts.

• HR Dependent Persons: Define permissions for managing dependent persons in HR.

• HR Layoff Checklists: Control access to HR layoff checklists.

• HR Settings: Determine permissions for HR settings.

After configuring the desired permissions for the new role, save the role to apply these settings.

You can now assign this role to specific users or staff members within your organisation.

A Button to save all set permission is also available to set the permissions

Figure 1 Add New Role