Roles page is intended to view the list of all roles, add new roles, edit and delete them.

Click here to view the Roles page.

The main part of the page is the list of roles. The list can be sorted by any column both ascending and descending. To sort the list you should just click on the Column title.
The list has also some other properties: the columns can be hidden and then displayed again, the order of the columns displayed can be changed, and the list of roles can be filtered by some criteria. (Click here to see the description of these properties.)

To hide/show columns you should do the following: Click on the Properties button. In the Columns list select the check boxes of the columns you want to show and deselect the check boxes of the columns you want to hide. Click on the OK button. To reorder the columns you should do the following: Click on the Properties button. In the Columns list select the column you want to move up or down. Click on the Move up  button to move the column up or on the Move down  button to move the column down. Repeat steps 2 and 3 to reorder all the columns you want. Click on the OK button. To filter the list of roles you should do the following: Click on the Filter button. (As a result will appear Filter Conditions panel). In the Filter Conditions panel enter or select the criteria by which you want to filter. Click on the Refresh button. As a result of filtering in the list of roles will be displayed only those roles which correspond to the entered or selected criteria. If no role corresponds to criteria, then no record will be displayed in the table. To view all the roles or to start over the filtering you should click on the Reset button. To hide the Filter Conditions panel, click again on the Filter button.   Note: If you don't remember the whole Name and/or Code of the role, you can enter a single letter or number which can be either at the beginning or in the middle or in the end of the role's Name and/or Code. You can simultaneously filter by more than one criteria.

   Adding New Role

To add a new role you should do the following:

1. Click on the Add button. As a result the system will output a question "Do You want to copy data from an existing record?". If you want the role to have the same permissions as one of the existing roles, click Yes, otherwise click No.
2. If you have clicked Yes, will be opened Choose Role window. From the User Roles combo box select the role the permissions of which you want to copy to the new role and click OK. As a result will be opened Add Role page with the permissions of selected role.
   If you have clicked No, will be opened Add Role window with the default values.
3. Enter the code of the Role into the Code text box.
4. Enter the name of the Role into the Name text box.
5. Go to Global Permissions tab.
6. Check all the permissions you want to grant to the users of the selected role. (For checking or unchecking all permissions simultaneously you can use the check boxes in the Can View, Can Add, Can Edit and Can Delete column headers, respectively.)
7. Go to Report Permissions tab.
8. Check the reports (both from Information Reports and Attendance Reports lists) which are allowed to be generated by the users of the selected role. (For checking or unchecking all permissions simultaneously you can use the check boxes in the Can View column headers, respectively.)
9. Go to Payroll Permissions tab.
10. Check the payrolls which are allowed to be exported by the users of the selected role. (For checking or unchecking all permissions simultaneously you can use the check boxes in the Can View column headers, respectively.)
11. Go to Employee tab.
12. Check the fields to which user can have access in the Employee Sensitive Data table. (For checking or unchecking all permissions simultaneously you can use the check boxes in the Can View column headers, respectively.) 
13. Click on the OK button.

Note:

Code and Name are unique values. Make sure there is no other role with the same Code and/or Name. If you want the user to have access not only to the existing employee sensitive data, but also to all those that can be added later, you should select All Fields check box in the Employee tab.

   Editing Roles

   Deleting Roles

To delete a role you should do the following:

1. In the Roles table select the role you want to delete.
2. Click on the Delete button.

Note:

Those roles, which are assigned to at least one user, can't be deleted.

   Making Roles Active/Inactive

To make a role active/inactive you should do the following:

1. In the Roles table select the role you want to make active/inactive.
2. Click on the Edit button. (As a result will be opened Edit Role window.)
3. Select Active check box to make the role active, or deselect - to make inactive.
4. Click on the OK button.

Note:

To see in the Roles list also inactive roles, make sure that the Active check box in Filter Conditions panel is not selected.