Settings - Role Configurations

Role Configurations

• Administrator is able to create many roles for different types of user access.

• In each roles, you will assign the user accounts that belong to the role. You are also able to define the features & data that the role is able to access.

• Each user account can only be assigned to a role.

To Create a New Role:

Step 1: Click [Add New] to create a new role. The following dialog will appear.

Step 2: Enter the details in the boxes provided. All fields are mandatory. Select "User" portal if this role is allowed to access Employee Self Help Portal. Select "Admin" portal if this role is allowed to access Admin Portal. You may select both "User" & "Admin" portal.

Step 3: In Menu Access tab, select the menu(s) you want for this role to access. You can restrict read/ write access by giving permission to [View], [Create], [Edit] & [Delete].

Step 4: In User tab, select the user(s) for this role. You can make use of the search fields to quickly and easily find the user accounts.

*Optional(For Administrative Role Only) - (Not applicable for User Portal)

Step 5: In Data Access tab, select the companies which are required for the admin user(s) is able to access. You may also restrict the access of data by giving permission by Pay Cycle, Department or even Employee Category. If there is no specific access granted, user will be able to access all data.

Step 6: Click [Create & Close] to save the record and exit. Use [Create & Add More] if you need to add more than 1 role.