How to Create New User Roles & Set Custom Permissions

How to create a new role?

ADMIN HELP CENTER · ROLES & PERMISSIONS

Create a New Role

Define a custom role with module-level View, Add, Update and Delete permissions — or clone an existing role to get started faster.

Settings → Roles → + Configure Roles
Before You Begin
Super Admin access required
Only Super Admins can create new roles. Have a clear idea of which modules this role should access before you start.
What You'll Achieve
A reusable role template
A new role ready to assign to employees, with granular permissions tailored to their responsibilities.
💡 Tip
Use Copy Roles From to duplicate an existing role's permissions — a huge time-saver when the new role only differs slightly from an existing one.
Permission Levels Explained
View
See data but not make changes (e.g., viewing employee profiles or payroll details).
Add
Create new records — a new employee, leave request, or policy.
Update
Modify existing records such as employee information or attendance.
Delete
Permanently remove records. Grant cautiously.

You have the option to create new user roles or modify the permissions for the existing roles as needed.

Go to Settings Menu, Select Roles tab and click on +Configure Roles to define a new role.Enter role details, such as Template Name and enable the View or Add or Update or Delete checkboxes for each module to grant the required access.Save the roles to finalize the creation.

Copy Roles From- It allows the administrator to duplicate an existing role’s permissions when creating a new role.This feature helps streamline role creation by replicating predefined access levels instead of manually configuring them from scratch.

Optional Choice-Super admin decides whether a role should have specific access, such as the ability to modify employee records or approve requests.These options provide tailored access without affecting system-wide security or compliance.

View- Allows users to see data but not make any changes. (e.g., viewing employee profiles or payroll details)

Add- Grants permission to create new records, such as adding a new employee, leave request, or policy.

Update- Enables users to modify existing records, such as updating employee information or attendance etc.

Delete- Provides the ability to remove records permanently.

Fig: Configure New Role


Fig: Assign Roles



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