1 77000106105 2020-05-22T09:18:34+01:00 77000156796 false Roles 10 2021-03-26T12:06:39+00:00 1 1 2020-05-22T11:39:47+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions. A role, or roles, are applied whilst creating a new user. This guide provides steps for a system admin to assign or alter the roles applied to an existing user. Step by step guide: Navigate to: Admin tools > Users.  Search for the user you wish to affect and click the edit button against their name. In the user detail screen, select the 'Roles' tab. Applied roles are displayed in blue. If required, remove an applied role by clicking the 'x' to the right of the role name. Add a new role by clicking the 'Roles' input box and selecting the required option. n.b You can apply multiple roles to a user if required. Click the Save Record button at the foot of the page. Please note: If you would prefer for users to inherit their role(s) from the template level, please adjust Roles from 'Custom' to 'Inherit Template Roles'. If you would like to see our guide to assigning roles at the template level, please click here. If you would like to enlarge the video, please click on it to expand. Related Guides: Roles - Assign or alter the roles applied to a template | Roles - Role permissions overview <p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions. A role, or roles, are applied whilst creating a new user.</span></span></span></span></span></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span style="font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides steps for a system admin to</span> assign or alter the roles applied to an existing user.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to: Admin tools &gt; Users.&nbsp;</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Search for the user you wish to affect and click the edit button against their name.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the 'Roles' tab.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Applied roles are displayed in blue. If required, remove an applied role by clicking the 'x' to the right of the role name.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Add a new role by clicking the 'Roles' input box and selecting the required option. <em>n.b&nbsp;</em><em>You can apply multiple roles to a user if required.</em></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the Save Record button at the foot of the page.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">&nbsp;If you would prefer for users to inherit their role(s) from the template level, please adjust Roles from 'Custom' to 'Inherit Template Roles'. If you would like to see our guide to assigning roles at the template level, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000492380" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040475224/original/cFO6dCM-1jRZGfCcVtVyMOt2_ycoDQ58jQ.gif?1626078035" style="width: 415px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040475224"></span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em data-identifyelement="257" dir="ltr" style="box-sizing: border-box; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px;">If you would like to enlarge the video, please click on it to expand.</em></span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><br></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><br></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000492380" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Assign or alter the roles applied to a template</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Role permissions overview</a><br></span></span></span></p> 77000156796 515 77000230263 2021-09-10T14:20:02+01:00 77037503209 1 2 0 0 Roles - Assign or alter the roles applied to a user 2021-09-10T14:20:02+01:00 77015005521 1 2020-05-22T15:08:24+01:00 1 0 This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: Each individual user of your Edays system is set to an account type. Active system users are usually set to 'User Account', although, system administrators can be set to 'Super User' to enable them to view and amend their own profile settings.&nbsp; This guide provides the steps required for an admin to set an account type to 'Super User'. Please note:&nbsp;When changing from 'User Account' to 'Super User' it is not possible to affect your own user profile. The steps would need to be completed by a fellow system admin. Step by step guide: Navigate to Admin tools > Users. Search for the user you wish to affect and click edit against their name. In the user detail screen, select the Roles tab. Amend the 'Account Type' setting to 'Super User'. Click the save button at the foot of the page. If you would like to enlarge the video, please click on it to expand.&nbsp;&nbsp;&nbsp; Related Guides: Roles - Assign or alter the roles applied to a user <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="203" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="496" style="box-sizing: border-box;"><span data-identifyelement="497" style="box-sizing: border-box;"><span data-identifyelement="498" style="box-sizing: border-box;"><span data-identifyelement="499" style="box-sizing: border-box;"><span data-identifyelement="500" style="box-sizing: border-box;"><span data-identifyelement="501" style="box-sizing: border-box;"><span data-identifyelement="502" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><br data-identifyelement="210" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">Each individual user of your Edays system is set to an account type. Active system users are usually set to 'User Account', although, system administrators can be set to 'Super User' to enable them to view and amend their own profile settings.&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" style="box-sizing: border-box;"><span data-identifyelement="203" style="box-sizing: border-box;"><br data-identifyelement="204" style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required for an admin to set an account type to 'Super User'.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="219" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="205" style="box-sizing: border-box;"><span data-identifyelement="206" style="box-sizing: border-box;"><span data-identifyelement="207" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="494" style="box-sizing: border-box;"><span data-identifyelement="495" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" dir="ltr" style="box-sizing: border-box;"><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important; color: rgb(184, 49, 47);">Please note:</span><span data-identifyelement="227" dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">&nbsp;When changing from 'User Account' to 'Super User' it is not possible to affect your own user profile. The steps would need to be completed by a fellow system admin.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Users.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Search for the user you wish to affect and click edit against their name.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the Roles tab.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Amend the 'Account Type' setting to 'Super User'.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the save button at the foot of the page.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77044796509/original/j_kl3Qs93bJeh4p2ff8McBskg9KoZcVAVQ.gif?1629451093" style="width: 424px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77044796509"></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><em style="box-sizing: border-box; font-style: italic; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em data-identifyelement="530" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em><span data-identifyelement="517" style="box-sizing: border-box; color: rgb(24, 50, 71); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif; font-size: 12px; float: none; display: inline !important;">&nbsp;</span>&nbsp;</em>&nbsp;</span></span></span></p><p dir="ltr"><br></p><p dir="ltr"><br></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Assign or alter the roles applied to a user</a></span></span></span></p> 77000156796 223 77000230829 2021-08-20T10:22:04+01:00 77037503209 1 2 1 0 Roles - Set an account type to 'Super user' 2021-08-20T10:22:26+01:00 77015005521 1 2020-05-22T11:40:13+01:00 0 1 This guide has been created for system administrators. Specific role permissions may be required, including: Role Setup. Overview: Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. This guide provides steps for a system admin to be able to delete additional roles that are no longer required. A role can only be deleted if it is not attributed to any system users. If you would like to see our guide to changing a user's role, please click here. 'Standard Administrator', 'Standard Authoriser' and 'Standard User' are system default roles and cannot be deleted. Step by step guide: Navigate to Admin tools > Admin panel > Global > Role setup. Identify the role you wish to delete and press the red Delete button on its row. If the Delete button is not present, the role is currently in use and would need to be removed from user's profiles - click here to see our guide to changing a user's role. When asked, press OK to confirm and carry out the delete request. If you would like to enlarge the video, please click on it to expand Related Guides: Roles - Role permissions overview | Roles - Adding a new role | Roles - Updating a Role | Roles - Assign or alter the roles applied to a user <p data-identifyelement="197" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="198" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="199" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" style="box-sizing: border-box;"><span data-identifyelement="203" style="box-sizing: border-box;"><span data-identifyelement="204" style="box-sizing: border-box;"><span data-identifyelement="205" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Role Setup.</span></span></span></span></span></span></span></span></span></p><p data-identifyelement="207" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span data-identifyelement="208" style="box-sizing: border-box;"><span data-identifyelement="209" style="box-sizing: border-box;"><span data-identifyelement="210" style="box-sizing: border-box;"><span data-identifyelement="211" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><br data-identifyelement="214" style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="215" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" style="box-sizing: border-box;"><span data-identifyelement="219" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;"><span data-identifyelement="221" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></p><p data-identifyelement="222" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" style="box-sizing: border-box;"><span data-identifyelement="227" style="box-sizing: border-box;"><span data-identifyelement="228" dir="ltr" style="box-sizing: border-box;">Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user.</span></span></span></span></span></span></span></span></span></p><p data-identifyelement="251" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span data-identifyelement="252" style="box-sizing: border-box;"><span data-identifyelement="253" style="box-sizing: border-box;"><span data-identifyelement="254" style="box-sizing: border-box;"><br data-identifyelement="255" style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span data-identifyelement="257" style="box-sizing: border-box;"><span data-identifyelement="258" style="box-sizing: border-box;"><span data-identifyelement="259" dir="ltr" style="box-sizing: border-box;">This guide provides steps for a system admin to be able to delete additional roles that are no longer required. A role can only be deleted if it is not attributed to any system users. If you would like to see our guide to changing a user's role, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></span></span></span></p><p dir="ltr"><br></p><p dir="ltr"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span dir="ltr" style="font-size: 13px;">'Standard Administrator', 'Standard Authoriser' and 'Standard User' are system default roles and cannot be deleted.<br></span></span></span></p><p dir="ltr"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><br></span></span></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Role setup.</span></span></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span dir="ltr" style="font-size: 13px;">Identify the role you wish to delete and press the red Delete button on its row. If the Delete button is not present, the role is currently in use and would need to be removed from user's profiles - click <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to see our guide to changing a user's role.</span></span></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;">When asked, press OK to confirm and carry out the delete request.</span></span></span></li></ul><p><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><br></span></span></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040564454/original/5-ZBZj-MhXV7Bdu542K-CNwC37N83JI52Q.gif?1626103879" style="width: 404px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040564454"></span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px; color: rgb(0, 0, 0);"><em data-identifyelement="257" dir="ltr" style="box-sizing: border-box; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px;">If you would like to enlarge the video, please click on it to expand</em></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><br></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Role permissions overview</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230281" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Adding a new role</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230280" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Updating a Role</a> | <a dir="ltr" href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Assign or alter the roles applied to a user</a><br></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><br></p> 77000156796 103 77000230279 2021-08-09T13:23:17+01:00 77037503209 2 2 0 1 Roles - Deleting a role 2021-08-09T13:23:18+01:00 77015005521 1 2020-05-22T11:40:39+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Role Setup. Overview: Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions. This guide provides steps for a system admin to alter the permissions attributed to a role. 'Standard Administrator', 'Standard Authoriser' and 'Standard User' are system default roles and cannot be edited. Please contact our support team if you would like to edit default roles. Step by step guide: Navigate to Admin tools > Admin panel > Global > Role set up. Identify the role you wish to update and press the Edit button on its row. Update the name and/or the permissions for the role. Press the orange Save button at the bottom of the page. Please note: users that have been assigned to the altered role will automatically inherit the new role permission configuration. If you would like to enlarge the video, please click on it to expand. Related Guides: Roles - Role permissions overview |&nbsp;Roles - Adding a new role |&nbsp;Roles - Deleting a role <p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Role Setup.</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions.</span></span></span></span></span></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">This guide provides steps for a system admin to</span> alter the permissions attributed to a role.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">'Standard Administrator', 'Standard Authoriser' and 'Standard User' are system default roles and cannot be edited. Please contact our support team if you would like to edit default roles.<br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Role set up.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Identify the role you wish to update and press the Edit button on its row.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Update the name and/or the permissions for the role.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press the orange Save button at the bottom of the page.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Please note: users that have been assigned to the altered role will automatically inherit the new role permission configuration.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040564924/original/A4qh0P_L4rM3qRklkom51TgYgC2xmHLixA.gif?1626104141" style="width: 399px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040564924"></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-family: Arial, Helvetica, sans-serif; font-size: 12px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">If you would like to enlarge the video, please click on it to expand.</em></span></span></span></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><br></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Role permissions overview</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000230281" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Adding a new role</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000230279" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Deleting a role</a></span></p><p dir="ltr"><br></p> 77000156796 133 77000230280 2021-08-09T13:17:33+01:00 77037503209 3 2 0 0 Roles - Updating a Role 2021-08-09T13:17:33+01:00 77015005521 1 2020-05-22T11:41:22+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Role Setup. Overview: Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions. Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp; Commonly, your system will initially be configured with the 'Standard Administrator', 'Standard Authoriser', 'Standard User', and 'Recycle Bin' roles. This guide provides steps for a system admin to be able to create additional roles. Step by step guide: Navigate to Admin tools > Admin panel > Global > Role set up. Press the +Add new button at the top of the page. Enter the name for the new role. Tick the permissions that should be assigned to the new role. Press the orange Save button at the bottom of the page. If you would like to enlarge the video, please click on it to expand. If you would like to apply a newly created role to a user please click here to view our guide. Related Guides: Roles - Role permissions overview | Roles - Updating a Role |&nbsp;Roles - Deleting a role |&nbsp;Roles - Assign or alter the roles applied to a user <p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Role Setup.</span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions.</span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp;</span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Commonly, your system will initially be configured with the 'Standard Administrator', 'Standard Authoriser', 'Standard User', and 'Recycle Bin' roles.</span></span></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">This guide provides steps for a system admin to be able to create additional roles.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Role set up.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press the +Add new button at the top of the page.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Enter the name for the new role.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Tick the permissions that should be assigned to the new role.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press the orange Save button at the bottom of the page.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040565788/original/yyK0nLHlFhj8BoUcIBzcv0m3tRSTywGwbw.gif?1626104524" style="width: 383px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040565788"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">If you would like to enlarge the video, please click on it to expand.</em></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">If you would like to apply a newly created role to a user please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to view our guide.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Role permissions overview</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230280" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Updating a Role</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000230279" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Deleting a role</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Assign or alter the roles applied to a user</a><a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank" dir="ltr"></a></span></p><p><br></p> 77000156796 163 77000230281 2021-08-09T13:30:51+01:00 77037503209 4 2 0 0 Roles - Adding a new role 2021-08-09T13:30:51+01:00 77015005521 1 2021-03-26T15:39:28+00:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: User Templates. Overview: Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions. This guide provides steps for applying roles to a template. Users assigned to the template may then inherit the assigned roles.&nbsp;If you would prefer to assign roles to users individually, at the user level, please click here to view our guide. Step by step guide: Navigate to Admin tools > Admin panel > Templates > User Templates. Click the Edit button to the right of the template you wish to affect. In the user template detail screen, select the Roles tab. Applied roles are displayed in blue. If required, remove an applied role by clicking the 'x' to the right of the role name. Add a new role by clicking the 'Roles' input box and selecting the required option. n.b&nbsp;You can apply multiple roles to a template if required. Click the Save Record button at the foot of the page. Please note:&nbsp;For users to be able to inherit their role(s) from the template level, the instruction for this must be applied at the user level for each user. Please click here to view our user level guide to assigning roles. If you would like to enlarge the video, please click on it to expand. Related Guides: Roles - Assign or alter the roles applied to a user&nbsp;|&nbsp;Roles - Role permissions overview <p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="box-sizing: border-box; background-color: transparent; color: rgb(0, 92, 231); text-decoration: none;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: User Templates.</span></span></span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions.</span></span></span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides steps for applying roles to a template</span></span></span></span></span><span style="font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box;">. Users assigned to the template may then inherit the assigned roles.&nbsp;</span></span></span></span></span><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">If you would prefer to assign roles to users individually, at the user level, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to view our guide.</span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Templates &gt; User Templates.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the Edit button to the right of the template you wish to affect.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">In the user template detail screen, select the Roles tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Applied roles are displayed in blue. If required, remove an applied role by clicking the 'x' to the right of the role name.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Add a new role by clicking the 'Roles' input box and selecting the required option. <em>n.b&nbsp;</em><em dir="ltr">You can apply multiple roles to a template if required.</em></span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Click the Save Record button at the foot of the page.</span></span></li></ul><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><br></span></span></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(184, 49, 47);"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Please note:</span></span><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">&nbsp;<span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">For users to be able to inherit their role(s) from the template level, the instruction for this must be applied at the user level for each user. Please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to view our user level guide to assigning roles.</span></span></span></p><p><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040563690/original/g7SrS6VWX2tUFfo3Y8h3KBdg-30KUVkknA.gif?1626103567" style="width: 422px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040563690"></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em data-identifyelement="257" dir="ltr" style="box-sizing: border-box; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px;">If you would like to enlarge the video, please click on it to expand.</em></span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><br></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Roles - Assign or alter the roles applied to a user</span></a><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">&nbsp;|&nbsp;</span></span><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Roles - Role permissions overview</span></a></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><br></p><div class="collab-highlight-btn " style="visibility: hidden; box-sizing: border-box; border-radius: 3px; box-shadow: rgba(24, 50, 71, 0.4) 0px 3px 8px 0px, rgba(24, 50, 71, 0.3) 0px 0.5px 2px 0px; cursor: pointer; animation: 250ms linear 0s 1 normal forwards running pop-on-top; color: white; height: 30px; padding: 7px 10px;"><br></div> 77000156796 26 77000492380 2021-08-20T12:17:40+01:00 77037503209 4 2 0 0 Roles - Assign or alter the roles applied to a template 2021-08-20T14:37:43+01:00 77015005521 1 2020-07-30T09:24:53+01:00 0 0 When the Employee Directory is enabled, if you wish for users to be able to edit their own page, they will require the permission Profile Editor.  Please refer to the below guide to complete this:    Navigate to Admin tools > Admin panel > Users > Users  Search for the user and select Edit  Go to the Roles tab  Click the Advanced button  Ensure the ‘Profile Editor’ permission is selected  Click the Save button    If you would like to enlarge the video, please click on it to expand. It is then recommended to alter the Directory user view permission, please select here for the guide.  <div class="OutlineElement Ltr SCXW119248564 BCX9" style='margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif; font-size: 12px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'><p class="Paragraph SCXW119248564 BCX9" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="TextRun SCXW119248564 BCX9" data-contrast="auto" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; line-height: 18px;"><span class="NormalTextRun SCXW119248564 BCX9" data-ccp-parastyle="No Spacing" dir="ltr" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;">When the <strong dir="ltr">E</strong><strong dir="ltr">mployee</strong> <strong dir="ltr">D</strong><strong dir="ltr">irectory </strong>is enabled, if you wish for users to be able to </span></span><span class="TextRun SCXW119248564 BCX9" data-contrast="auto" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; line-height: 18px;"><span class="NormalTextRun SCXW119248564 BCX9" data-ccp-parastyle="No Spacing" dir="ltr" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;">edit their own page, they will require the permission <strong dir="ltr">Profile Editor</strong>.  Please refer to the below guide to complete this: </span></span></p></div><div class="OutlineElement Ltr SCXW119248564 BCX9" style='margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif; font-size: 12px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'><p class="Paragraph SCXW119248564 BCX9" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"> </span></p></div><div class="SCXW119248564 BCX9" style='margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif; font-size: 12px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'><div class="ListContainerWrapper SCXW119248564 BCX9" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; position: relative;"><ul><li><span class="TextRun SCXW119248564 BCX9" data-contrast="auto" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; line-height: 18px;"><span class="NormalTextRun SCXW119248564 BCX9" data-ccp-parastyle="No Spacing" dir="ltr" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;">Navigate to Admin tools &gt; Admin panel &gt; Users &gt; Users</span></span><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"> </span></li><li class="Paragraph SCXW119248564 BCX9" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="TextRun SCXW119248564 BCX9" data-contrast="auto" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; line-height: 18px;"><span class="NormalTextRun SCXW119248564 BCX9" data-ccp-parastyle="No Spacing" dir="ltr" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;">Search for the user and select Edit</span></span><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"> </span></li><li class="Paragraph SCXW119248564 BCX9" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="TextRun SCXW119248564 BCX9" data-contrast="auto" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; line-height: 18px;"><span class="NormalTextRun SCXW119248564 BCX9" data-ccp-parastyle="No Spacing" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;">Go to the Roles tab</span></span><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"> </span></li><li class="Paragraph SCXW119248564 BCX9" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="TextRun SCXW119248564 BCX9" data-contrast="auto" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; line-height: 18px;"><span class="NormalTextRun SCXW119248564 BCX9" data-ccp-parastyle="No Spacing" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;">Click the Advanced button</span></span><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"> </span></li><li class="Paragraph SCXW119248564 BCX9" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="TextRun SCXW119248564 BCX9" data-contrast="auto" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; line-height: 18px;"><span class="NormalTextRun SCXW119248564 BCX9" data-ccp-parastyle="No Spacing" dir="ltr" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;">Ensure the ‘Profile Editor’ permission is selected</span></span><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"> </span></li><li class="Paragraph SCXW119248564 BCX9" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="TextRun SCXW119248564 BCX9" data-contrast="auto" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; font-size: 11pt; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif; line-height: 18px;"><span class="NormalTextRun SCXW119248564 BCX9" data-ccp-parastyle="No Spacing" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;">Click the Save button</span></span><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"> </span></li></ul><p><br></p><p><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' dir="ltr" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"><br></span></p><p><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' dir="ltr" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77040568357/original/uDRrK1KXybzQK7BYsOLkWHQhf9tf0XFfxA.gif?1626105699" style="width: 437px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77040568357"></span></p></div></div><div class="SCXW119248564 BCX9" style='margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif; font-size: 12px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'><div class="ListContainerWrapper SCXW119248564 BCX9" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; position: relative;"></div><div class="OutlineElement Ltr SCXW119248564 BCX9" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW119248564 BCX9" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;"> </span></p><span class="fr-view" data-test-id="article-description" style='box-sizing: border-box; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px;'><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><em data-identifyelement="257" dir="ltr" style='box-sizing: border-box; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px;'>If you would like to enlarge the video, please click on it to expand.</em></p></span><p class="Paragraph SCXW119248564 BCX9" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><br></p></div><div class="OutlineElement Ltr BCX9 SCXW119248564" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW119248564 BCX9" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; text-indent: 0px;"><span class="EOP SCXW119248564 BCX9" data-ccp-props='{"201341983":0,"335559739":0,"335559740":240}' dir="ltr" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 11pt; line-height: 18px; font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;">It is then recommended to alter the Directory user view permission, please select here for the guide. </span></p></div></div> 77000156796 110 77000404560 2021-07-12T17:02:37+01:00 77049582111 5 2 0 0 Enable Profile Editing for Users. 2021-07-12T17:02:37+01:00 77015005521 1 2021-02-11T08:56:27+00:00 3 1 This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions. A user will not be able to access their Edays account if no role is applied to their profile. Where this is the case, the user's web browser will display a 'too many redirects' error. Roles can either be applied as inherited from a Template or set individually at the user level. To view whether the user has their role set at their individual user level or is set to inherit from a template please follow the steps below. Navigate to: Admin tools > Users. Use the search filters to find the existing User you intend to update, then press the blue Edit button on their row. In the user detail screen, select the 'Roles' tab. Inherit template roles If the 'Roles' setting currently displays 'Inherit template roles', the user is inheriting their role(s) from the template that they have been assigned to. If no role types are displayed to the right of the 'Inherit template roles' box this indicates that no roles have been applied to the user's respective Template. If you would like to set roles at the Template level please click here to follow our guide. n.b. if you unsure of the template assigned to the user, please select the system tab and see the 'User Template' setting. Alternatively, if you would prefer to assign the role at the user level please click here to follow our guide. User level roles If the 'Roles' setting currently displays 'Custom' and 'Select some options' in the box directly below, the user is set to roles being assigned at their individual user level but no roles have been assigned. To assign roles at the user level please click here to follow our guide. Related Guides: Roles - Assign or alter the roles applied to a template | Roles - Assign or alter the roles applied to a user <p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions.</span></span></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">A user will not be able to access their Edays account if no role is applied to their profile. Where this is the case, the user's web browser will display a 'too many redirects' error.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77043589618/original/BN0OIQIOdhxtbKFbOw3XqsburlV-oes67A.png?1628526006" style="width: 283px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77043589618"></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Roles can either be applied as inherited from a Template or set individually at the user level.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">To view whether the user has their role set at their individual user level or is set to inherit from a template please follow the steps below.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to: Admin tools &gt; Users.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Use the search filters to find the existing User you intend to update, then press the blue Edit button on their row.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the 'Roles' tab.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>Inherit template roles</em></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">If the 'Roles' setting currently displays 'Inherit template roles', the user is inheriting their role(s) from the template that they have been assigned to. If no role types are displayed to the right of the 'Inherit template roles' box this indicates that no roles have been applied to the user's respective Template.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77043673154/original/dJvmNrAEQ3bxAWd4gtNQawNze_vJcQbvcw.png?1628592370" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="77043673154"></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">If you would like to set roles at the Template level please click <a href="https://support.e-days.com/en/support/solutions/articles/77000492380" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to follow our guide.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>n.b. if you unsure of the template assigned to the user, please select the system tab and see the 'User Template' setting.</em></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Alternatively, if you would prefer to assign the role at the user level please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to follow our guide.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>User level roles</em></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">If the 'Roles' setting currently displays 'Custom' and 'Select some options' in the box directly below, the user is set to roles being assigned at their individual user level but no roles have been assigned.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77043669767/original/IbyhcXMZO3Y90wuVFulkmET3JssDxlutvg.png?1628591309" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="77043669767"></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">To assign roles at the user level please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to follow our guide.</span></span></span></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><br></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000492380" rel="noreferrer" style="color: #005ce7;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000492380" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Assign or alter the roles applied to a template</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Assign or alter the roles applied to a user</a><br></span></p><p dir="ltr"><br></p> 77000156796 51 77000487142 2021-08-20T12:25:34+01:00 77037503209 6 2 3 1 Roles - User unable to access Edays - too many redirects 2021-08-20T12:25:34+01:00 77015005521 1 2020-05-22T15:15:31+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions. This guide provides the steps required to add extra permissions to a user, beyond those provided by the user's role. If you would rather change the role applied to a user, please click here to view our guide. Step by step guide: Navigate to: Admin tools > Users. Search for the user you wish to affect and click edit against their name. In the user detail screen, select the Roles tab. Click the 'Advanced' button. Tick the additional permissions the user should have. If you would like to view our guide to role permissions please click here. Press the Save Record button at the foot of the page. If you would like to enlarge the video, please click on it to expand. Related Guides: Roles - Assign or alter the roles applied to a user | Roles - Role permissions overview <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="470" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" style="box-sizing: border-box;"><span data-identifyelement="219" style="box-sizing: border-box;"><span data-identifyelement="220" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="221" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" style="box-sizing: border-box;"><span data-identifyelement="227" style="box-sizing: border-box;"><span data-identifyelement="228" style="box-sizing: border-box;"><span data-identifyelement="229" style="box-sizing: border-box;"><span data-identifyelement="230" dir="ltr" style="box-sizing: border-box;">Edays provides access to many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions.</span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="221" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="221" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" style="box-sizing: border-box;"><span data-identifyelement="227" style="box-sizing: border-box;"><span data-identifyelement="228" style="box-sizing: border-box;"><span data-identifyelement="229" style="box-sizing: border-box;"><span data-identifyelement="230" dir="ltr" style="box-sizing: border-box;">This guide provides the steps required to add extra permissions to a user, beyond those provided by the user's role.</span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="221" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span data-identifyelement="222" style="box-sizing: border-box;"><span data-identifyelement="223" style="box-sizing: border-box;"><span data-identifyelement="224" style="box-sizing: border-box;"><span data-identifyelement="225" style="box-sizing: border-box;"><span data-identifyelement="226" style="box-sizing: border-box;"><span data-identifyelement="227" style="box-sizing: border-box;"><span data-identifyelement="228" style="box-sizing: border-box;"><span data-identifyelement="229" style="box-sizing: border-box;"><span data-identifyelement="230" dir="ltr" style="box-sizing: border-box;">If you would rather change the role applied to a user, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to view our guide.</span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="470" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="470"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul data-identifyelement="471" style="list-style-type: circle;"><li data-identifyelement="472"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to: Admin tools &gt; Users.</span></span></span></li><li data-identifyelement="473" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Search for the user you wish to affect and click edit against their name.</span></span></span></li><li data-identifyelement="474" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the Roles tab.</span></span></span></li><li data-identifyelement="475" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the 'Advanced' button.</span></span></span></li><li data-identifyelement="476" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Tick the additional permissions the user should have. If you would like to view our guide to role permissions please click <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></li><li data-identifyelement="477" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press the Save Record button at the foot of the page.</span></span></span></li></ul><p><br></p><p><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046001561/original/RXhQF3u-Lt77Eu1TcNZQvRYpaM_A8fhU9Q.gif?1630427392" style="width: 414px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046001561"></p><p dir="ltr"><em data-identifyelement="257" dir="ltr" style="box-sizing: border-box; font-style: italic; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px;"><span style="font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</span></em> </p><p><br></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p data-identifyelement="480" dir="ltr"><a href="https://support.e-days.com/en/support/solutions/articles/77000230263" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial,Helvetica,sans-serif;">Roles - Assign or alter the roles applied to a user</span></a><span style="color: rgb(0, 0, 0);"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 13px;">&nbsp;|&nbsp;</span></span><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Roles - Role permissions overview</span></a></span></p><p data-identifyelement="480" dir="ltr"><br></p> 77000156796 123 77000230860 2021-08-31T17:31:13+01:00 77037503209 7 2 0 0 Roles - Adding additional role permissions to a User 2021-08-31T17:31:13+01:00 77015005521 1 2021-08-05T12:06:32+01:00 1 1 This guide has been created for system administrators. Specific role permissions may be required, including: Role Setup. Overview: Edays provides the ability to access many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions. Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.   If you would like to view our guide to creating your own custom roles please click here. To see the breakdown of the role permissions that can be assigned to roles, please follow the below links. Roles - Administrator role permissions Roles - Authoriser role permissions Roles - User role permissions Roles - HR role permissions Related Guides: Roles - Adding a new role | Roles - Updating a Role <p dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Role Setup.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Overview:</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Edays provides the ability to access many functions and features, and the ability to see these functions and features is determined by the roles applied to a given user. Each user within Edays should be assigned to one or more roles, with each role consisting of associated role permissions.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR. &nbsp;</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">If you would like to view our guide to creating your own custom roles please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230281" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">To see the breakdown of the role permissions that can be assigned to roles, please follow the below links.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px; font-family: Arial, Helvetica, sans-serif;"><br></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504593" rel="noreferrer" style="color: #005ce7;" target="_blank"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000504593" rel="noreferrer" style="color: #005ce7;" target="_blank"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000504593" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Administrator role permissions</a></span></span></span></p><p dir="ltr"><strong><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></strong></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504607" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Authoriser role permissions</a></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504608" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - User role permissions</a></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - HR role permissions</a></span></span></span><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank"></a></span></span><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank"></a></span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank"></a> <a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank"></a><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank"></a></span><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank"></a></span></span><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank"></a></span></span></span></p><p><strong><br></strong></p><p><strong><br></strong></p><p><span style="color: rgb(0, 0, 0);"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Related Guides:</span></span></p><p><span style="color: rgb(0, 0, 0);"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230281" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Adding a new role</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000230280" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Updating a Role</a></span></span></p><p><strong><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230279" rel="noreferrer" style="color: #005ce7;" target="_blank"></a></span><a href="https://support.e-days.com/en/support/solutions/articles/77000230279" rel="noreferrer" style="color: #005ce7;" target="_blank"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000230279" rel="noreferrer" style="color: #005ce7;" target="_blank"></a><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230279" rel="noreferrer" style="color: #005ce7;" target="_blank"></a></span><span style="color: rgb(0, 0, 0);"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230279" rel="noreferrer" style="color: #005ce7;" target="_blank"></a></span></span></strong></p><p><strong><span style="color: rgb(0, 0, 0);"><a href="https://support.e-days.com/support/solutions/articles/77000504611-hr-access-permissions/preview" style="color: #005ce7;"></a><a href="https://support.e-days.com/support/solutions/articles/77000504611-hr-access-permissions/preview" style="color: #005ce7;"></a></span></strong></p><p><br></p> 77000156796 266 77000504591 2021-08-27T11:33:10+01:00 77037503209 7 2 1 1 Roles - Role permissions overview 2021-08-27T11:33:10+01:00 77015794476 1 2021-08-05T12:17:02+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Role Setup. Overview: Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp; The permissions listed in this guide relate to the Administrator role. If you would like to view our role permissions overview guide please click here. Each of these permissions provide access to different features or functions of the Edays system. Group setup - The group set-up page in the Admin panel. Role setup - &nbsp;Role setup page in the Admin panel. Authorisation setup&nbsp;- Authorisation setup page in the Admin panel. Global rota setup&nbsp;- All calendar-related setup pages in the Admin panel. Entitlement setup - The Entitlement setup and Entitlement Accrual setup pages in the Admin panel. System setup - &nbsp;The System setup page in the Admin panel. Absence setup - The Absence Type setup page in the &nbsp;Admin panel. Overtime and TOIL setup&nbsp;-The Overtime and TOIL setup page in the Admin panel. Noticeboard -&nbsp;The Noticeboard page in the Admin panel. User templates - The User Templates page in the Admin panel. Users - The Users page in the Admin panel. Bulk user update - The Bulk User Update page in the Admin panel. Bulk booking - The Bulk Booking function on the Bulk User Update page in the Admin panel. Reports admin - The extended report scheduling functions on the Reports page Licence ordering - The Licence Order Form page in the Admin panel. This allows Administrators to purchase additional User or Leaver licences directly through the system. Recycle Bin -&nbsp;The Recycle bin page in the Admin panel. Notifications&nbsp;- &nbsp;sending and managing internal notifications. Document Portal Admin - document portal category administration. - Please note this feature may incur an additional cost. For further details, please contact the customer success department at customersuccess@e-days.com. Custom Theming - The Custom Theming page - Please note this feature may incur an additional cost. For further details, please contact the customer success department at customersuccess@e-days.com. Holiday records&nbsp;- The Holidays and Planned absence records in the Absence Records page in the Admin panel. Sickness records - The Sickness and Unplanned absence records in the Absence Records page in the Admin panel. Overtime and TOIL records&nbsp;- The Overtime and TOIL Records page in the Admin panel. Carryover / transfer records -&nbsp;The Carryover / transfer records page in the Admin panel. Related Guides: Roles - Authoriser role permissions |&nbsp;Roles - User role permissions |&nbsp;Roles - HR role permissions <p data-identifyelement="471" dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="472" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Role Setup.</span></span></span></p><p data-identifyelement="473" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br data-identifyelement="474"></span></span></span></p><p data-identifyelement="475" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="476" dir="ltr">Overview</strong><strong data-identifyelement="477" dir="ltr">:</strong></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp;</span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">The permissions listed in this guide relate to the Administrator role.</span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">If you would like to view our role permissions overview guide please click <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></span></span></span></p><p data-identifyelement="479" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br data-identifyelement="480"></span></span></span></p><p data-identifyelement="481" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="482" dir="ltr">Each of these permissions provide access to different features or functions of the Edays system.</strong></span></span></span></p><p data-identifyelement="481" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="483" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="484">Group setup</strong> - The group set-up page in the Admin panel.</span></span></span></p><p data-identifyelement="485" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="486">Role setup</strong> - &nbsp;Role setup page in the Admin panel.</span></span></span></p><p data-identifyelement="487" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="488" dir="ltr">Authorisation setup&nbsp;</strong>- Authorisation setup page in the Admin panel.</span></span></span></p><p data-identifyelement="489" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="490" dir="ltr">Global rota setup&nbsp;</strong>- All calendar-related setup pages in the Admin panel.</span></span></span></p><p data-identifyelement="491" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="492" dir="ltr">Entitlement setup</strong> - The Entitlement setup and Entitlement Accrual setup pages in the Admin panel.</span></span></span></p><p data-identifyelement="493" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="494" dir="ltr">System setup</strong> - &nbsp;The System setup page in the Admin panel.</span></span></span></p><p data-identifyelement="495" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="496" dir="ltr">Absence setup</strong> - The Absence Type setup page in the &nbsp;Admin panel.</span></span></span></p><p data-identifyelement="497" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="498" dir="ltr">Overtime and TOIL setup&nbsp;</strong>-The Overtime and TOIL setup page in the Admin panel.</span></span></span></p><p data-identifyelement="499" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="500" dir="ltr">Noticeboard -&nbsp;</strong>The Noticeboard page in the Admin panel.</span></span></span></p><p data-identifyelement="501" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="502" dir="ltr">User templates</strong> - The User Templates page in the Admin panel.</span></span></span></p><p data-identifyelement="503" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="504" dir="ltr">Users</strong> - The Users page in the Admin panel.</span></span></span></p><p data-identifyelement="505" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="506" dir="ltr">Bulk user update</strong> - The Bulk User Update page in the Admin panel.</span></span></span></p><p data-identifyelement="507" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="508" dir="ltr">Bulk booking</strong> - The Bulk Booking function on the Bulk User Update page in the Admin panel.</span></span></span></p><p data-identifyelement="509" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="510" dir="ltr">Reports admin</strong> - The extended report scheduling functions on the Reports page</span></span></span></p><p data-identifyelement="511" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="512" dir="ltr">Licence ordering</strong> - The Licence Order Form page in the Admin panel. This allows Administrators to purchase additional User or Leaver licences directly through the system.</span></span></span></p><p data-identifyelement="513" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="514" dir="ltr">Recycle Bin -&nbsp;</strong>The Recycle bin page in the Admin panel.</span></span></span></p><p data-identifyelement="515" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="516" dir="ltr">Notifications<em data-identifyelement="517" dir="ltr">&nbsp;- &nbsp;</em></strong>sending and managing internal notifications.</span></span></span></p><p data-identifyelement="518" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="519" dir="ltr">Document Portal Admin</strong> - document portal category administration. - Please note this feature may incur an additional cost. For further details, please contact the customer success department at <a href="mailto:customersuccess@e-days.com">customersuccess@e-days.com</a>.</span></span></span></p><p data-identifyelement="520" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="521" dir="ltr">Custom Theming</strong> - The Custom Theming page - Please note this feature may incur an additional cost. For further details, please contact the customer success department at <a href="mailto:customersuccess@e-days.com">customersuccess@e-days.com</a>.</span></span></span></p><p data-identifyelement="522" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="523" dir="ltr">Holiday records&nbsp;</strong>- The Holidays and Planned absence records in the Absence Records page in the Admin panel.</span></span></span></p><p data-identifyelement="524" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="525" dir="ltr">Sickness records</strong> - The Sickness and Unplanned absence records in the Absence Records page in the Admin panel.</span></span></span></p><p data-identifyelement="526" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="527" dir="ltr">Overtime and TOIL records&nbsp;</strong>- The Overtime and TOIL Records page in the Admin panel.</span></span></span></p><p data-identifyelement="528" dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><strong data-identifyelement="529" dir="ltr">Carryover / transfer records -&nbsp;</strong>The Carryover / transfer records page in the Admin panel.</span></p><p data-identifyelement="528" dir="ltr"><br></p><p data-identifyelement="528" dir="ltr"><br></p><p data-identifyelement="528" dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Related Guides:</span></p><p data-identifyelement="528" dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000504607" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Authoriser role permissions</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000504608" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - User role permissions</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - HR role permissions</a></span></p><p data-identifyelement="528" dir="ltr"><br></p> 77000156796 136 77000504593 2021-08-06T13:10:06+01:00 77037503209 8 2 0 0 Roles - Administrator role permissions 2021-08-06T13:10:07+01:00 77015794476 1 2021-08-05T14:47:13+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Role Setup Overview: Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp; The permissions listed in this guide relate to the Authoriser role. If you would like to view our role permissions overview guide please click here. Each of these permissions provide access to different features or functions of the Edays system. Manager dashboard -&nbsp;The Manager Dashboard page. Reports dashboard -&nbsp;The Reports page. Authorise requests - &nbsp;Authorise requests for other Edays users. Staff record dashboard -&nbsp;The dashboard of a staff record. Staff record holidays - &nbsp;The holiday and planned absence section of a staff record. Staff record sickness -&nbsp;The sickness and unplanned absence section of a staff record. Staff record Overtime and TOIL -&nbsp;The Overtime and TOIL section of a staff record. Staff record time submission -&nbsp;The time submission of a staff record. - &nbsp;- Please note this feature may incur an additional cost, for further details on this please contact the customer success department at customersuccess@e-days.com Unlock timesheet authorisation -&nbsp;Unlock authorised time submission records. - &nbsp;Please note this feature may incur an additional cost, for further details on this please contact the customer success department at customersuccess@e-days.com Related Guides: Roles - Administrator role permissions |&nbsp;Roles - User role permissions |&nbsp;Roles - HR role permissions <p dir="ltr"><span dir="ltr" style="font-size: 13px; font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Role Setup</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Overview:</strong></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp;</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">The permissions listed in this guide relate to the Authoriser role.</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">If you would like to view our role permissions overview guide please click <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></span></span></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Each of these permissions provide access to different features or functions of the Edays system.</strong></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Manager dashboard -&nbsp;</strong>The Manager Dashboard page.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Reports dashboard -&nbsp;</strong>The Reports page.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Authorise requests - &nbsp;</strong>Authorise requests for other Edays users.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Staff record dashboard -&nbsp;</strong>The dashboard of a staff record.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Staff record holidays - &nbsp;</strong>The holiday and planned absence section of a staff record.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Staff record sickness -&nbsp;</strong>The sickness and unplanned absence section of a staff record.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Staff record Overtime and TOIL -&nbsp;</strong>The Overtime and TOIL section of a staff record.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Staff record time submission -&nbsp;</strong>The time submission of a staff record. - &nbsp;- Please note this feature may incur an additional cost, for further details on this please contact the customer success department at customersuccess@e-days.com</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Unlock timesheet authorisation -&nbsp;</strong>U</span></span></span><span dir="ltr" style="font-size: 13px; font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);">nlock authorised time submission records. - &nbsp;Please note this feature may incur an additional cost, for further details on this please contact the customer success department at <a href="mailto:customersuccess@e-days.com">customersuccess@e-days.com</a></span></p><p><br></p><p><br></p><p><span dir="ltr" style="font-size: 13px; font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);">Related Guides:</span></p><p><span dir="ltr" style="font-size: 13px; font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000504593" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Administrator role permissions</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000504608" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - User role permissions</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - HR role permissions</a></span></p><p></p> 77000156796 102 77000504607 2021-08-06T13:13:20+01:00 77037503209 9 2 0 0 Roles - Authoriser role permissions 2021-08-06T13:13:21+01:00 77015794476 1 2021-08-05T15:16:33+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Role Setup Overview: Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp; The permissions listed in this guide relate to the User role. If you would like to view our role permissions overview guide please click here. Each of these permissions provide access to different features or functions of the Edays system. Personal dashboard -&nbsp;The Personal Dashboard page. My holidays -&nbsp;The Holidays and Planned Absences page. My sickness -&nbsp;The Sickness and Unplanned Absences page. My Overtime and TOIL -&nbsp;The Overtime and TOIL page. Calendar -&nbsp;The Calendar page. My time submission -&nbsp;The Time Submission page - Please note this feature may incur an additional cost, for further details on this please contact the customer success department at customersuccess@e-days.com Related Guides: Roles - Administrator role permissions | Roles - Authoriser role permissions | Roles - HR role permissions <p dir="ltr"><span dir="ltr" style="font-size: 13px; font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Role Setup</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Overview:</strong></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp;</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">The permissions listed in this guide relate to the User role.</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">If you would like to view our role permissions overview guide please click <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><strong dir="ltr" style="box-sizing: border-box; font-weight: 700;">Each of these permissions provide access to different features or functions of the Edays system.</strong></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr">Personal dashboard -&nbsp;</strong>The Personal Dashboard page.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong>My holidays -&nbsp;</strong>The Holidays and Planned Absences page.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong>My sickness -&nbsp;</strong>The Sickness and Unplanned Absences page.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong>My Overtime and TOIL -&nbsp;</strong>The Overtime and TOIL page.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Calendar -&nbsp;</strong>The Calendar page.</span></span></span></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><strong dir="ltr">My time submission -&nbsp;</strong>The Time Submission page - Please note this feature may incur an additional cost, for further details on this please contact the customer success department at <a href="mailto:customersuccess@e-days.com">customersuccess@e-days.com</a></span></p><p><br></p><p><br></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Related Guides:</span></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000504593" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Administrator role permissions</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000504607" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Authoriser role permissions</a> | <a href="https://support.e-days.com/en/support/solutions/articles/77000504611" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - HR role permissions</a></span></p> 77000156796 63 77000504608 2021-08-06T13:20:01+01:00 77037503209 10 2 0 0 Roles - User role permissions 2021-08-06T13:20:01+01:00 77015794476 1 2021-08-05T15:45:49+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Role Setup Overview: Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp; The permissions listed in this guide relate to the HR role. If you would like to view our role permissions overview guide please click here. Each of these permissions provide access to different features or functions of the Edays system. Profile Editor&nbsp;- All staff view profiles with the ability to edit. Profile Viewer -&nbsp;All staff view profiles with the ability to view only. HR Admin -&nbsp;Sensitive information, e.g. salaries Document Portal -&nbsp;The document portal page. - Please note this feature may incur an additional cost, for further details on this please contact the customer success department at customersuccess@e-days.com Insights -&nbsp;The Insights page Related Guides: Roles - Administrator role permissions |&nbsp;Roles - Authoriser role permissions |&nbsp;Roles - User role permissions <p data-identifyelement="477" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="478" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Role Setup</span></span></span></p><p data-identifyelement="479" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br style="box-sizing: border-box;" data-identifyelement="480"></span></span></span></p><p data-identifyelement="481" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="482" dir="ltr" style="box-sizing: border-box; font-weight: 700;">Overview</strong><strong data-identifyelement="483" dir="ltr" style="box-sizing: border-box; font-weight: 700;">:</strong></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">Role permissions are grouped into four main roles types: Administrator, Authoriser, User and HR.&nbsp;</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">The permissions listed in this guide relate to the HR role.</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box;">If you would like to view our role permissions overview guide please click <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></span></span></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><strong dir="ltr" style="box-sizing: border-box; font-weight: 700;">Each of these permissions provide access to different features or functions of the Edays system.</strong></span></span></span></p><p data-identifyelement="487" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p data-identifyelement="489" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="490" dir="ltr">Profile Editor&nbsp;</strong>- All staff view profiles with the ability to edit.</span></span></span></p><p data-identifyelement="491" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="492" dir="ltr">Profile Viewer -&nbsp;</strong>All staff view profiles with the ability to view only.</span></span></span></p><p data-identifyelement="493" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="494" dir="ltr">HR Admin -&nbsp;</strong>Sensitive information, e.g. salaries</span></span></span></p><p data-identifyelement="495" dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong data-identifyelement="496" dir="ltr">Document Portal -&nbsp;</strong>The document portal page. - Please note this feature may incur an additional cost, for further details on this please contact the customer success department at customersuccess@e-days.com</span></span></span></p><p data-identifyelement="497" dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><strong data-identifyelement="498" dir="ltr">Insights -&nbsp;</strong>The Insights page</span></p><p data-identifyelement="497" dir="ltr"><br></p><p data-identifyelement="497" dir="ltr"><br></p><p data-identifyelement="497" dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Related Guides:</span></p><p data-identifyelement="497" dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000504593" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Administrator role permissions</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000504607" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - Authoriser role permissions</a> |&nbsp;<a href="https://support.e-days.com/en/support/solutions/articles/77000504608" rel="noreferrer" style="color: #005ce7;" target="_blank">Roles - User role permissions</a></span></p><p data-identifyelement="497" dir="ltr"><br></p> 77000156796 56 77000504611 2021-08-06T13:21:43+01:00 77037503209 11 2 0 0 Roles - HR role permissions 2021-08-06T13:21:43+01:00 77015794476