A Guide to User Roles & Permissions Management in HR

Managing Roles & Permissions

ADMIN HELP CENTER · OVERVIEW

Managing Roles & Permissions

Define and control user access across every module — ensuring the right people see the right data with the right level of control.

Settings → CoreHR → Roles
Before You Begin
Super Admin required
Only the Super Admin has authority to create, modify and assign roles. This guide orients you to every piece of the Roles & Permissions system.
What You'll Achieve
Secure, compliant access
A clean role structure that keeps data secure, enforces compliance, and lets every team member work efficiently within their scope.
🔑 Core Concept
Roles group users by responsibility. Permissions define what actions (View, Add, Update, Delete) a role can take in each module. Together, they form the backbone of data security and compliance across Workwisely.

Settings → CoreHR → Roles

Roles & Permissions management allows administrators to define and control user access to various modules and functionalities. The Super Admin has the highest authority to create, modify, and assign roles, ensuring that users have appropriate access based on their responsibilities. Permissions specify the actions a user can perform within assigned modules, such as viewing, editing, or deleting records. This structured access control ensures data security and compliance while enabling efficient system usage.


    • Related Articles

    • Managing an existing roles

      ROLE MAINTENANCE Managing an Existing Role Edit, rename, or retire a role without disrupting the recruiters and workflows that depend on it. How-To person WHO USES THIS ▸Admins updating permissions as teams evolve ▸Ops owners consolidating duplicate ...
    • Managing an existing roles

      ADMIN HELP CENTER · ROLES & PERMISSIONS Managing an Existing Role Edit, deactivate, delete, and export existing roles from the Roles tab — with the right safety checks so you don't delete a role that's still in use. Settings → Roles BEFORE YOU BEGIN ...
    • Types of Roles

      ADMIN HELP CENTER · ROLES & PERMISSIONS Types of Roles The predefined roles that ship with Workwisely — what each role can see, edit, and approve across the system. Reference · 6 built-in roles Before You Begin Know who does what Use this reference ...
    • Types of Roles

      ROLE TYPES Types of Roles Understand the built-in role types in Workwisely Recruitment and when to extend them with custom variants. Reference person WHO USES THIS ▸Admins choosing the right role template ▸New recruiters orienting to access levels ...
    • Managing Role Access

      ACCESS CONTROL Managing Role Access Control who can see, edit, and act across every Recruitment module — from candidate records to offer letters. Overview person WHO USES THIS ▸Admins governing recruitment permissions ▸Compliance owners enforcing ...