Why use Roles?
Roles are a descriptor you can associate to specific people to give them specific permissions.
Default Roles
Administrator: Has access to view and do everything,
Manager: You’ll want to give them specific permissions, like View list of employees I’m managing.
Employee: You’ll want to restrict permissions here. For instance, View Assign and revoke licenses to participants.
Note: By default, every person in the Applauz will be an Employee.
Creating new roles
At any point, you can create a new role. For instance, for Finance. Being that Finance would only need access to the Finance reports, you could easily create that Role by:
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Click on Employees
- Click on Roles
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Click on + New Role at the top right-hand side
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Add the English and French (optional) nomenclature
Managing Permissions for Roles
Note: When going through the list, unless explicitly written, ‘’Employees I manage’’, the permission allows each person associated to that Role access to ALL the information related to that permission. For example: giving access to ‘’View employee information,’’ means that every employee in that Role has access to view every employee's information.
Note: All employees will have access to view their own profile, and edit and delete their own Recognitions and Posts. These permissions are set by default and cannot be changed.
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Select a created Role
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Click on Edit Permissions
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Click on the switch to activate (blue) or deactivate (grey) a permission. Changes are saved automatically
Adding employees to specific Roles
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Click on a created Role
- Click on Members
Note: Left hand column are employees not yet in the Role. Right hand column are employees in that specific role.
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Click on an employee’s name
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Once you see them in the right hand column, click on Select
- Click on Sumbit to finalize changes