Configuring User Role Permissions
Granting permissions to employees holds significant importance in effectively managing their roles, responsibilities, and access to specific features and actions within a system. In this article, you will learn how to set up permission levels for employees, allowing you to define the functionalities to which they will have access.
You can grant access to:
- Different sections and modules of raiseR, such as Settings, the Staff module, Work, etc.
- Specific actions such as adding new employees, downloading employee data, etc.
- Viewing the information available.
To set up Permission Levels:
- Open the Settings ⚙ and navigate to the Roles and Permissions → User Roles
- Click on the User Role, for example, "Employee".
- Select a module on the left side of the page.
- In the Permission Levels sub-section select No Access, View, or Edit for each component or section by clicking the corresponding mode.
Tip: Some sections consist of several components:
- If the selected permission level is the same for all the components within the section, the corresponding icon next to the section name will be marked with blue.
- If the selected permission type differs for some components within the same tab or section, next to the icons you can see the note Mixed.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/6-KcH6ZM05.png)
Setting Up Actions/Views Permissions
- Open the Settings ⚙ and navigate to the Roles and Permissions → User Roles.
- Click on the User Role, for example, "Employee".
- Select a module on the left side of the page.
- Set which actions the Users can take within their raiseR accounts: simply enable or keep the corresponding toggle disabled.
- The toggle is ON - this means the User assigned to the respective User Role will be able to take that specific action.
- The toggle is OFF - The user from the respective User Roles is unable to take that specific action.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/_eT6xIM2jf.gif)
And, voilà! Now you know how to manage the User Roles permissions and actions. You can also learn how to perform User Management and Create Branch Office Groups.