How to add roles and change permissions?

A role is a basic entity that gives permission for employees to access the HR application. By default, two roles; System Admin and Employee are added with a defined set of privileges when your organization is onboarded with SOFFLIX HR.

Each employee should have at least a single role assigned and you are able to assign multiple roles to an employee. You can create many roles as you want and define a set of privileges that each role can have with SOFFLIX HR

This article comprises instructions required to add roles and change permissions according to your organization’s needs

Step 1: Navigate to Admin -> Organization -> Roles

Step 2: Click on the ‘Add New Role’ button and fill in the name of the role and click the ‘Save’ button.

After creating the role, you can set the permissions for that role as follows :

Step 3 : Select the created role

Step 4 : Under the manage permission pane in the selected role, click on the pencil icon of the section in which you need to give permission for the selected role.

Step 5 : Add/Remove permissions in each section by checking/unchecking the permission according to your needs.

By following the above-mentioned steps you will be able to add all roles needed for your organization and change permissions accordingly.