This guide is for System Administrators (Requires 'System Admin' role and 'Role Setup' permission).
Overview:
This guide explains how to create new custom roles in the system to meet your organization's specific needs.
How Creating New Roles Works:
System admins can create custom roles with tailored permission sets. Four main role types exist: Administrator, Authoriser, User, and HR. Your system comes with default roles that cannot be modified.
How to Set Up New Roles:
- Navigate to Admin tools > Admin panel > Global > Roles.
- Click the +Add new button at the top of the page.
- Enter a name for your new role.
- Select the appropriate permissions by ticking the relevant checkboxes.
- Click the Save button at the top right of the page.
Additional Information:
- Key terminology:
- Role types: Administrator, Authoriser, User, HR.
- Default roles: Pre-configured roles that cannot be modified.
- Prerequisites: Requires 'System Admin' role and 'Role Setup' permission.
- Tip: Use the search function within the platform to quickly find Roles.
- Best practice: Create role names that clearly indicate their purpose.
- Reminder: Changes take effect immediately after saving.
- Warning: Default roles ('Standard Administrator', 'Standard Authoriser', 'Standard User', 'Recycle Bin') cannot be modified. Contact edays Support if you wish for these to be amended.
Related Guides:
Roles - Role permissions overview | Roles - Updating a Role | Roles - Deleting a role | Roles - Assign or alter the roles applied to a user