How to Add and Manage Permissions

Created by Humanlot ., Modified on Tue, 2 Dec at 2:48 PM by Humanlot .

Permissions allow administrators to control user access levels for different roles such as HR managers, employees, and admins. This guide covers how to add, modify, and assign permissions effectively.

Steps to Add and Manage Permissions:

Step 1: Access the Admin Permissions Panel

Log in as an administrator.
Navigate to Admin Dashboard > Settings > Permissions.

Step 2: Create a New Role or Modify an Existing One

To create a new role:
- Enter the Name of the role (e.g., Admin, Staff, Manager).
- Provide a brief Description.
- Click Edit Permissions to assign specific permissions.

Step 3: Assign Permissions

Review the types of permissions available, including but not limited to:
- HR Permissions
- Attendance
- Leaves
- Allowances
- Benefits
- Insights & Trends
- Documents
- Payroll Permissions
- Company Settings
- Learning & Training Management
- Performance Management & Surveys
- Employee Movements
- Goals Management
- Organization Management
- Competency Management
- Manage Tax & Compliance
- Reports
- Sponsorship and Bonds
- Employee Offboarding
- Grievance Management
Check or uncheck boxes to grant or restrict access accordingly.

Step 4: Assign Employees to Roles

After selecting permissions, click Continue.
Select the employees to assign the role.
Click Continue, then review and update assignments.
(Note: Users may have multiple roles, combining permissions.)