How to Create New User Roles & Permissions in Workwisely

How to create a new role?

ROLE CREATION

How to Create a New Role

Step-by-step walkthrough for setting up a brand-new recruitment role with the exact permissions your team needs.

Guide
person WHO USES THIS
▸Admins defining a custom access level
▸HR leads building role-based structures
▸Ops owners segmenting recruiter permissions
target WHAT YOU'LL ACHIEVE
▸Create a role with a clear name and scope
▸Choose granular permissions per module
▸Save and assign it to recruiters instantly

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


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