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Roles - Adding a new role

            

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:

  1. Navigate to Admin tools > Admin panel > Global > Roles.
  2. Click the +Add new button at the top of the page.
  3. Enter a name for your new role.
  4. Select the appropriate permissions by ticking the relevant checkboxes.
  5. 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

       

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