Overview

User roles and permissions control what features and actions a user can access. Changes to roles or permissions are managed via the Employee record in the Directory.

Permissions determine what a user can view, edit, approve, or process. Always review changes carefully before saving. For detailed information on roles.

For further details on what access each role provides, refer to the Roles & Permissions user guide.

Quick Flow

• Navigate to Employee Directory → Employees
• Select the user → Open profile
• Access Permission Settings → View Permissions
• Update roles and permissions
• Save changes → Permissions take effect immediately

Step-by-Step Guide

Step 1 – Access Employee Record

• Navigate to Directory → Employees
• Locate and click on the user’s name to open their profile
• Callout: This page displays contact info, role assignments, and system settings

Step 2 – Open Permission Settings

• Click Update → Employee → Update Employee → Actions → View Permissions
• Callout: This opens the permissions configuration screen for the selected user

Step 3 – Update Roles and Permissions

• Tick permissions to grant access
• Untick permissions to remove access
• Important: Assign at least one role with the (System) tag. Without it, the user may not have essential system functionality
• Callout: Roles with the (System) tag provide baseline permissions required for the system

Step 4 – Save Changes

• Review updates for accuracy
• Click Save (bottom right)
• Note: Changes take effect immediately

Best Practices/Important Notes

• Always ensure the user has at least one role with the (System) tag
• Only assign permissions required for the user’s role to maintain security
• Changes apply immediately; incorrect permissions may restrict or over-grant access