Creating Permission Roles and Assigning Them to Users
Create custom roles with specific module access and assign them to user groups beyond the standard Admin/Employee options.
[When to use custom roles]
- HR staff: no payroll access, only recruitment and training
- Team leader: can approve their own team's attendance, nothing else
- Accounting: payroll calculation and journal export only
[Create a custom role]
- 1.Admin Settings → User Management → Manage Roles
- 2.New Role
- 3.Enter role name (e.g., Team Leader, Recruiter)
- 4.Check allowed features from the list:
- Per module (attendance / payroll / HR / CRM) read/edit/export
- Scope (entire company / own department / specific departments)
- 5.Save
[Assign role to user]
User Management → Select user → Change Role
Multiple roles can be combined (permissions are additive).
[Role change history]
All role changes are recorded in the audit log (see #SEC-003).
⚠ Design roles to match your organization structure. Overly permissive roles increase data breach risk.
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