Custom roles and permissions are essential for tailoring access and control within your organisation. Give custom roles to specific team members who may need to do administrative duties on PaidHR e.g. Accountant for approving payroll.
This article will guide you on how to set up roles and permissions.
Make sure to add these employees as Admins before assigning them custom roles. Click here to learn more about setting up an Admin.
How to assign roles to team members
On the Menu, scroll down to Settings and click on the downward arrow to reveal the options.
Click on Roles & Permissions.
On the top right corner of your screen, click on Create Custom Role.
Name and Description: Give your custom role and provide a brief description (if any).
Members: choose the employees who will be assigned this custom role.
Assign Permissions: you can assign as many permissions to the custom role as you would like to by checking the boxes that apply.
Click Save and you have successfully set up your custom role and permission(s).
How to edit custom roles assigned to team members
To make edits to the permission, click on the three dots in front of the role you want to edit and click on View.
Click on Edit at the top right side of your screen.
Tick the permission boxes as appropriate.
Then, click on Save changes to finish.