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 a 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.
Notes:
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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.
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Each Employee can only have one role assigned at a time.
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Click on "Add" to add a new custom role.
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Add the custom role name and (required) access permission (from each permission dropdown) and click on complete.
Notes:
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- Certain permissions may grant access to related permissions. Please review before assigning access, see below figure.
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The permission access can be changed or modified if needed.
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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