Roles and Permissions

Overview: The Roles and Permissions section allows you to control access to various modules and features within the organization. Define roles, assign permissions, and ensure that each team member has the appropriate level of access based on their responsibilities.

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Key Features

• Role Management: Create and manage roles (e.g., Employee, Client, Manager).

• Permission Types: Define access levels for each role (e.g., View, Add, Update, Delete).

• Granular Control: Assign permissions at the module level for precise access management.

• Admin Privileges: Admins have full access, and their permissions cannot be altered.

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1. Managing Roles

• Purpose: Create and manage roles to define access levels for team members.

• Steps to Manage Roles:

  1. Navigate to Roles & Permissions > Manage Roles.

  2. Add a new role or edit an existing one.

  3. Assign permissions to the role based on the required access level.

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2. Permission Types

• Purpose: Define the level of access for each role.

• Types of Permissions:

  1. ALL: Full access to the module or feature.

  2. ADDED: Access to records added by the user.

  3. OWNED: Access to records assigned to or owned by the user.

  4. ADDED & OWNED: Access to records added by or owned by the user.

  5. NONE: No access to the module or feature.

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3. Use Cases for Permissions

• Employees:

  • View Projects: Assign OWNED permission to allow employees to view projects they are members of.

  • View Tasks: Assign ADDED & OWNED permission to allow employees to view tasks they created or were assigned.

• Clients:

  • View Projects: Assign OWNED permission to allow clients to view projects they are assigned to.

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4. Assigning Permissions

• Purpose: Grant or restrict access to specific modules and features.

• Steps to Assign Permissions:

  1. Go to Roles & Permissions > Permissions.

  2. Select the role you want to configure.

  3. For each module (e.g., Clients, Employees, Projects, Tasks, Attendance), set the following permissions:

     • Add: Allow users to add new records.

     • View: Allow users to view records.

     • Update: Allow users to update records.

     • Delete: Allow users to delete records.

  4. Save the permissions to apply them to the role.