Roles: Administrator & Employee | Interface: Web
This section provides you with the essential knowledge to effectively manage roles, enabling accurate tracking and improved categorization of employees using the ON!Track.
In ON!Track controlling what each employee/user has a right to do in the application you can define Roles. Each role consists of Role name and set of Permissions. These permissions define what an employee with this specific Role can do in ON!Track.
Instructions:
- Click on the "Roles" from the tab Administration --> Employees.
Note:
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- There are 5 Pre-defined Roles, that cannot be edited or deleted by the users as they are system-generated.
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Each predefined role includes a specific set of permissions tailored to its responsibilities.
- Each Employee can only have one role assigned at a time.
- Click on "Add" to add a new custom role.
- Add the custom role name and (required) access permission (from each permission dropdown) and click on complete.
Note:
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- Certain permissions may grant access to related permissions. Please review before assigning access, see below figure.
- The permission access can be changed or modified if needed.
- The new custom role will be visible in the roles list.
To learn how to edit a role, please check: How to Edit Roles?
To learn how to delete a role, please check: How to Delete Roles?