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Roles - Role permissions overview

This guide is for System Administrators (Requires 'System Admin' role and 'Role Setup' permission).

Overview:
This guide provides an overview of role types and permissions in edays, explaining how they control system access and functionality.

How Role Permissions Work:
Permissions determine user access to system features and are grouped into five main role types. Users require at least one role to avoid system access issues.

Key Role Types:

  1. Administrator: Full system configuration rights
  2. Authoriser: Approval workflow permissions
  3. Reports: Access to reporting functions
  4. User: Basic system access
  5. HR: People management permissions

Additional Information:

  • Key terminology:
    • Role permissions: Granular access rights assigned to roles
    • Access loop: System error caused by missing role assignments
  • PrerequisitesRequires 'System Admin' role and 'Role Setup' permission
  • Tip: Use the search function to quickly locate role configuration
  • Critical warningUsers without roles experience system redirect loops
  • Best practice: Align role assignments with organizational structure
  • Reminder: Custom roles can be created for specific needs

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