Editing Role Permissions
Grant a role access to pages and actions across every module using the permission tree.
The Role Permissions screen controls what a role can see and do. Permissions are organized by module, with pages inside each module and actions inside each page.
4.1_-_update_page_access_and_list_of_actions_performed_by_role_in_each_module.jpg
How to Edit Role Permissions
- Open Role List.
- Click Edit Permission on the role.
- Click a module to expand it.
- Tick the pages the role can access.
- Tick the actions the role can perform on each page.
- Save the permissions.
How Permissions Are Structured
| Level | Description |
|---|---|
| Module | Collapsible section such as Dashboard Access, Employees, or Leave |
| Page | Screen within the module, shown as the parent checkbox |
| Action | Control on that page, shown as a child checkbox beneath the page |
Example Structure
Under Dashboard Access, the page is Dashboard, and the actions beneath it are Apply Leave and Apply Work From Home.
Under Employees, the pages include My Profile, Employees List, Add Employee, and Employee Details, each with its own set of actions such as editing details, exporting reports, and viewing or downloading documents.
Permission Modules
| Module | Covers |
|---|---|
| Dashboard Access | Dashboard and the actions available from it |
| Employees | Employee profiles, list, creation, and detail tabs |
| Candidates | Candidate records and actions |
| Candidate Employment | Candidate employment details |
| Attendance | Attendance records and actions |
| Leave | Leave requests and approvals |
| Work From Home | WFH requests and approvals |
| Roles | Role and permission management |
| Shift & Roaster | Shifts, shift plans, and roasters |
| Department & Designation | Department and designation setup |
| Holidays | Holiday configuration |
Result
- The role's users see only the pages that have been granted.
- Controls the role has not been granted do not appear on those pages.
- Permissions apply the next time the role's users sign in.
Review the permissions of any role you disable and re-enable. The permission tree is saved against the role, so a re-enabled role returns with the access it had before.