Roles and Permission
The Roles and Permission screen is used by the Super Admin to define and manage the access levels of different user types, ensuring that sensitive HR and Payroll data is only accessible to authorized personnel.
Navigating Roles and Permission
Location: Access this module through the main menu path: Home → System Configuration → Roles and Permission.
Purpose: To enforce data security and operational privacy by restricting system actions (View, Create, Edit, Delete, Import, Export) based on a user's role.
Key Interface: The screen features a Select Role dropdown to modify existing roles, an Add New Role field for creation, and a comprehensive Module Permissions table.
Step-by-Step: Managing System Permissions
Creating a New Role
Enter Name: Locate the "New Role Name" text field in the top right.
Add: Click the blue Plus Icon (+) to create the role and add it to the system.
Assigning Permissions to a Role
Select Target: Choose the role you wish to modify from the "Select Role" dropdown menu.
Configure Access: In the Module list, locate the relevant functional area (e.g., HR - Promotion, HR - Complaints).
Set Granular Rights: Check the boxes for the specific actions permitted for that role:
View: Permission to see records.
Create: Permission to add new entries.
Edit: Permission to modify existing data.
Delete: Permission to remove records.
Import/Export: Permission to perform bulk data transfers.
Finalize: Changes are typically saved automatically or via a "Save" action (implied) once the checkboxes are toggled.
Managing and Auditing Roles
Role Deletion: Use the Trash Icon next to the role selector to remove a role that is no longer needed.
Security Audit: Admins should review these settings regularly to ensure roles like "Employee" do not have access to sensitive modules like HR - Complaints or Core Employee records.
User Assignment: Once a role is configured here, it becomes available for selection when adding or editing a person in the User Management screen.
Last updated