A Role is a collection of permissions that one or more employees share. Before setting up roles, consider the types of employees and the access and features they require in the application. The employee types could be based on the departments, sites, designation, etc. Once you decide who would need access to the application and what features/functions they would need to use in the application, you can start adding a role for each employee type.
An employee can have only one role, but you can assign a role to multiple employees. For example, your company may have five supervisors who all need access to the same feature in the software. Instead of setting up each employee and assigning these features individually, you will enter the employee's information, then assign that employee to a role. The restrictions and permissions attached to a role will be automatically assigned to the employee based on the role settings.
The Role screen allows you to view, add, edit, and delete roles. You can "assign a role to an employee" and "remove an employee from a role" through the Add Roles/Edit Roles screen.
Note: A Role can also be assigned to an employee through the Employee screen.
The application has two predefined roles, and they are employee, manager, and administrator roles. These are read-only and are permanent roles that cannot be edited or deleted but can be duplicated. To assign an employee to any of these roles, they should access the Employee screen and assign the employee to any of these roles.
The predefined roles are employee, manager, and administrator roles.