This 'Roles and Permissions' checklist is crucial for secure, efficient, and compliant access management within the application, empowering users to maintain control over their digital assets while enabling collaboration and productivity across different user roles.
Understanding and managing roles and permissions is essential for maintaining security and compliance within the application.
Admin
An admin role has the most permissions across the app. As an admin you can:
manage contracts, payroll, billings and invoices
add new members
create holidays, positions, levels, evaluations
manage contracts, payroll, billings and invoices
approving all types of requests
Additionally, the Admin has full access to Configurations where changes related to holidays, templates, documents, etc., can be made. When adding a new member's role, there will be displayed a list of available permissions.
Admin Permissions
Manager
This role involves managing departments, documents, positions, employees, their holidays, evaluations, etc. Unlike the Admin, Managers have limitations, particularly in regards to the financial aspects of the organization.
Manager Permissions
Manager Configurations View
HR
HR role is responsible for a wide range of tasks related to employee management and policy implementation. An HR role has permissions to manage holidays, holiday approvals, documents, timesheets and also HR can see other employee personal information.
HR Configurations View
Compared to Admin/Manager role, an HR cannot manage users, evaluations, roles and permissions, projects, clients, create reports.
HR Permissions
Employee
Employees can only access their own data and see limited information about other employees. Employees cannot edit or see details about other people such as salary information, historical data, evaluations, documents unless their role is HR and above