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Creating Custom Roles
Creating Custom Roles

Creating custom user roles to provide additional access in Humaans

Updated over 5 months ago

Creating a new role

To create a new role, follow these steps:

  • In the Home menu, click Settings, then click Permissions.

  • Select Create custom role in the top right-hand corner.

  • Name your Role and add a Role description to easily identify between your other roles.

  • Add users to the role in Members.


Workspace permissions

Determines which workspace features users in this role have access to

  • People directory: Toggle access to the Org chart

  • Reporting: Access to export, save, access shared and schedule reports

  • API Access: Can create and use API tokens


Admin permissions

Determines which admin features users in this role have access to

  • Admin settings: Manage company Docs, Personal docs and custom fields

  • Time away : Manage settings for policies, leave types and approvals

  • Timesheets: Manage timesheets settings

  • Billing: View and manage the billing section

Profile permissions

Determines which profiles and their data points can be viewed and edited by members of this role. There are four options:

  • Own Profile: The scope of this role allows the user to view and edit info only on their own profile.

Note: They will still have the base access from the default Users role. This role can only grant additional permissions

  • Reports: Access to manage their reports and other users in their reporting line

Note: They will still have the base access from the default Managers role. This role can only grant additional permissions.

  • Custom group: Access to manage a custom group of users wither in a defined Department or Departments, Location or multiple Locations one of your custom fields or a combination of any.

    You can use custom fields to add additional dimensions to your users to group them together. For example adding entities, functions, domains etc.

  • By default these roles will not allow the assignee access to their own info in extracting data reports. To change this simply toggle the Include own profile button.

  • Everyone: Access to the profiles of all users on the platform

Under Profile permissions you can select access to View or Edit all profile data points

Once a custom role is saved to a certain profile permissions, it cannot be edited to a different profile permission in the future. If you need to change the profile permission, you can create a new role instead.

Time away

  • View time away: Will let this user see the details of these profiles bookings, their maange time away screen and all associated leave balances

  • Manage time away: Will let this user manage the policy allocations, balance adjustments and edit the history of these profiles

  • Time away types: Here you can configure which time away types this user can book for their scope

See more details in Managing time away permissions

Identification

  • View, upload, verify and manage verified identification documents

Timesheets

  • Can view timesheets: Will let this user view timesheets in progress as well as unapproved and historical timesheets

  • Can submit timesheets: Will let this user edit and submit timesheets

  • Can review timesheets: Will let this user review, approve or request edits on submitted timesheets

See more details in Managing Timesheet permissions
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Documents

You can then give View or Edit access to each Personal document type. You can also configure access by type in the Documents section.
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When you're ready, click Save in the top right-hand corner to Save your new role. the users added to this role will immediately gain access to their new permissions.
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Users on the Growth package can create up to two custom roles for their organisation. Users on the Enterprise package can create an infinite amount of custom roles.

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