Permissions are managed on a User-Role basis, where multiple staff members can be linked to the same user role.
To add and manage user roles, go to System Setup > Human Resources > Setup User Roles.
To create a new one, click Add at the top of the page.
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Name your user role
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Add a description if needed - useful if there's multiple user roles, you can add a brief explanation of what each one is for
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Set a default welcome page - this determines the page that first loads when the user logs in
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Select whether to copy the settings from an existing role.
Once your user roles are set up, use the Menu access cog to set which menu items each user role can access, and the Permissions cog to set what the staff within each user role are able to do.
Blocked Reports enables you to hide specific reports from certain user roles.
In the top right corner, there are buttons for Group Access and Menu Access - these enable you to manage all user roles on one page, by ticking/unticking each option for each role as needed.
The Users column displays a list of users in each role. Users are assigned to roles in Staff List/HR Hub > Click on a user > Edit > Choose a User Role from the dropdown to allocate their permissions.
