Roles

Think of your organization like a building with different rooms and keys. Roles are like groups of people who get similar sets of keys. Permissions are the actual keys that let people do specific things in the system. When someone gets added to a role, they automatically receive all the keys (permissions) that role has.

The Three Default Roles

Every organization starts with three built-in roles:

Administrators – These are the people who run everything. They have access to all features and can manage the whole system. The organization owner must always be in this role, and their permissions can't be changed.

Managers – These are team leaders. They can do most things, but not organization-level admin tasks.

Employees – This is everyone else. By default, they can use the platform but can't manage settings or other people.

You can't delete these three roles, but you can customize what permissions Managers and Employees have.

Creating Custom Roles

Beyond the three default roles, you can create as many custom roles as you need. For example:

• An "HR Team" role with access to employee data and perks management
• A "Finance" role with access to invoices and budgets
• A "Recognition Coordinators" role for people who help manage company awards

Custom roles let you give specific groups exactly the access they need, nothing more.

Adding or removing members from a Role

Normally Roles are assigned upon the initial creation of a new user profile.

But, you can add/remove program participants from a specific Role anytime. Navigate to Employees>Roles and click on the Role you want to modify.

This action is useful to add multiple participants to a Role at once.

When you come to the list, click on the green arrow to add participants to the group, or the red arrows to remove them.

Remember: Always save changes by clicking on 'Save Users.'