Permissions

In the Permissions tab, you can assign different permissions to each employee. These permissions determine the actions an employee can perform within the system. As an admin, you can also remove roles from employees, as soon as they are no longer relevant. Note, that the Manager role always supersedes the Viewer role. This hierarchy ensures that individuals with managerial responsibilities have broader access and control over system functionalities compared to those with viewing permissions only.

Below is a comprehensive list of the available roles and their descriptions:

ROLE_ACCOUNTANCY_VIEWER: Allows viewing accountancy-related information.
ROLE_ADMIN: Grants full administrative access to all system functionalities.
ROLE_AGREEMENTS_MANAGER: Enables managing agreements, including creation and editing.
ROLE_AGREEMENTS_UPLOADER: Permits uploading agreements.
ROLE_BANKS_MANAGER: Allows managing bank details and related information.
ROLE_BENEFITS_MANAGER: Enables management of employee benefits.
ROLE_CANDIDATES_MANAGER: Allows managing candidate information.
ROLE_CLIENTS_MANAGER: Grants access to manage client details.
ROLE_COSTS_ANALYSER: Permits analysis of costs and expenditures.
ROLE_COSTS_MANAGER: Allows managing costs within the system.
ROLE_COUNTRIES_MANAGER: Enables management of country-related information.
ROLE_CURRENCIES_MANAGER: Allows managing currencies and exchange rates.
ROLE_DEBT_COLLECTIONS_MANAGER: Permits managing debt collections.
ROLE_DOCUMENTS_MANAGER: Allows full management of documents.
ROLE_DOCUMENTS_VIEWER: Permits viewing documents.
ROLE_EMPLOYEES_MANAGER: Grants permissions to manage employee information.
ROLE_EMPLOYEES_VIEWER: Allows viewing employee information.
ROLE_HOLIDAYS_MANAGER: Enables management of holiday requests and approvals.
ROLE_HOLIDAYS_VERIFICATOR: Permits verification of holiday requests.
ROLE_HR_MANAGER: Grants access to human resources management functionalities.
ROLE_INCOMES_MANAGER: Allows managing income-related information.
ROLE_LOCATIONS_MANAGER: Grants permissions to manage location details.
ROLE_ORGANIZATION_USERS_MANAGER: Allows managing organizational users.
ROLE_PAYMENT_DUE_VIEWER: Permits viewing payment due details.
ROLE_POSITIONS_MANAGER: Enables management of job positions.
ROLE_PROJECTS_MANAGER: Grants permissions to manage projects.
ROLE_PROPERTIES_MANAGER: Allows managing property-related information.
ROLE_RESPONSIBILITIES_MANAGER: Permits managing responsibilities within the system.
ROLE_ROLES_MANAGER: Enables management of user roles and permissions.
ROLE_TAXES_MANAGER: Allows managing tax-related information.
ROLE_TAXES_VIEWER: Permits viewing tax-related information.
ROLE_TRANSACTIONS_MANAGER: Grants permissions to manage financial transactions.
ROLE_TRANSACTION_ATTACHMENT_UPLOADER: Allows uploading attachments to transactions.
ROLE_WORKING_HOURS_MANAGER: Permits viewing working hours for all projects.
ROLE_WORKING_HOURS_VIEWER: Permits viewing working hours for projects assigned to this user.

Assigning Roles to Employees

To assign a role to an employee:

Navigate to the Employee item in the main menu.
Click on the “Edit" button to the employee you wish to assign a role to.
Click on the Permissions tab.
Choose the appropriate roles from the list based on the employee’s responsibilities.
Save the changes to apply the new permissions.

By assigning the appropriate roles, you ensure that employees have the necessary access to perform their duties efficiently while maintaining the security and integrity of the system.