How to Manage Roles

The Roles and Permission feature allows you to modify the specific roles assigned to an Employee. By default System Administrator can assign a new role and manage the existing role of an employee. They have the capability to customize the permissions cards and select the necessary permissible action in each role. Aside from System Administrator, other Roles type are capable as well if they are given the permission to manage role assignment in access control.

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How to Duplicate Roles

Note: If you are altering any of the seven default roles, we recommend duplicating the role then making your changes to the copy. This is to have a reference in selecting the most appropriate permission card needed in the new role.

  • From the Administrator gear beside the search bar navigate to Roles
  • In the Roles overview select the Roles that you wish to Duplicate, hover over to the gear icon located on the right side and click Duplicate Role.

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  • Add a unique name and a brief description of the role to better understand the permissions cards that will be assigned and to determine which permissible actions needed to satisfy the exact functions of the roles. This is visible when you are assigning roles to employees, so a good title and description makes it easier for you to identify which role you are assigning.
  • If you want the role to be assigned automatically to employees upon creation, select the automatically assign to new employees checkbox.

Note: The Employee role is the only default role to be assigned automatically for all users.

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  • In the Global permissions and Limitable permission sections drag and drop the card appropriate to the role selected.
  • You may now customize which permissible actions will be enabled or disabled in each card by clicking each action.

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  • Click on Save Role, a message will appear stating that the new role has been successfully saved.

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  • Review the list of employees, mark the respective checkbox next to the names of those who needs to be assigned with the role.
  • Click on Save Assignments at the bottom of the page, and a confirmation message will appear indicating the Role has been successfully updated.

How to Edit Roles

The second option in managing Roles is to edit an existing or default roles and make the necessary updates.

  • Navigate to the Administrator gear beside the search bar and click Role
  • In roles overview page select the specific roles that you wish to Edit, hover over to the gear icon located in the right side and click Edit Role

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  • Add a unique name and a brief description of the role to better understand the permissions cards that will be assigned and to determine which permissible actions needed to satisfy the exact functions of the roles. This is visible when you are assigning roles to employees, so a good title and description makes it easier for you to identify which role you are assigning.

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  • If you want the role to be assigned automatically to employees upon creation, select the automatically assign to new employees checkbox.

Note: The Employee role is the only default role to be assigned automatically for all users.

  • In the Global permissions and Limitable permission sections drag and drop the card appropriate to the role selected.
  • You may now customize which permissible actions will be enable or disabled in each card by clicking each action.

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  • Click Save Role at the bottom page, a message will appear stating that the role has been successfully saved.

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  • Review the list of employees, mark the checkbox next to the names of those who needs to be assigned to the role.
  • Click on Save Assignments at the bottom of the page, and a confirmation message will appear indicating the Role has been successfully updated. 

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How to add Role via Create Role

The third option to manage roles is to create a new role, you can add every permission card that will be assigned depending on the company's specific job description. 

  • Navigate to the Administrator gear beside the search bar and click Role
  • In the Roles overview page click on Create Role

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  • Add a unique name and a brief description of the role to better understand the permissions cards that will be assigned and to determine which permissible actions needed to satisfy the exact functions of the roles.This is visible when you are assigning roles to employees, so a good title and description makes it easier for you to identify which role you are assigning.
  • If you want the role to be assigned automatically to employees upon creation, select the automatically assign to new employees checkbox.

Note: The Employee role is the only default role to be assigned automatically for all users

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  • In the Global permissions and Limitable permission sections drag and drop the card appropriate to the role selected.
  • You may now customize which permissible actions will be enabled or disabled in each card by clicking on each action.

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  • You may now customize which permissible actions will be enabled or disabled in each card by clicking on each action.
  • Click Save Role at the bottom page, a message will appear stating that the new role has been successfully saved.

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  • Save Assignments at the bottom of the page, a confirmation message will appear indicating the new role has been successfully updated.

 

Still have question about Managing RolesSubmit a help request and the TribeHR support team will be happy to help!

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