User roles
Group permissions into roles and control department availability.
An Administrator role is required for these settings.
Create a role
- Open Account Settings → HRMS → User Roles and select Add Role.
- Enter Role Name and Role Description.
- Choose Permission Type: User or Administrator. Select a department or Available To All Departments.
- Review your choices and select Add Role.
Open a role in the list to manage its permissions and view its users. The list also provides controls to edit role name and description; some rows provide a delete control. Each permission checkbox saves separately; the detailed guide below describes the controls. Give users only the access their responsibilities require.
Permissions and deletion
Name and description are required. Role creation is subject to the plan’s role limit; on success reopen the list and inspect the new role. The name and description pencils open separate edit dialogs with Save changes. Deletion is offered only on deletable roles and requires confirmation; the service rejects deletion while users with active or suspended status remain assigned. Review the assigned users and move them deliberately first. Open Role permissions and users for the immediate-save checkboxes and their meanings.