Complete Guide to Custom Roles

Custom Roles allow an Admin to create new roles and assign permissions to the role.

Navigating to Custom Roles

• From Talent Management, click Account Admin from the menu near the top-right.

  

• Click Company Setup to open the menu, then click Custom Roles.

  

The Custom Roles page will list previously made custom roles, if any.

From this page, you can see columns for:

• The name of the Company Role
• Description of the Company Role
• Permissions
• Widgets
• Reports
• Mystery Shop Forms
• Knowledge Base Documents

Clicking the "Company Role" or "Description" header will sort the list of custom roles.

Adding Custom Roles

• Click New Item.

  

• In the window that opens, enter:
  • Role Title
  • Role Description
  • Default Checkbox - If enabled, the role will be assigned to new employees as they are added automatically.

  

• Click Save.
• After the role has been added, click Add under the relevant column to open the related modal to add additional permissions/options. For more information about the available permissions, you can refer to the following section.

  

• In the example modal below for Permissions, you will:
  • Use the drop-down menu to select the permission/option to add, then click Add. The assigned permissions/options will be listed at the bottom.
  • To remove any permissions/options, click the icon. When done, click Close.

  

• When done, click Close.

If uncertain what a permission is named and/or what it will do, please contact Arcoro Custom Care for assistance.

Editing a Custom Role

• To edit the basic info of a custom role, click Edit towards the left of the custom role.

  

• Edit the title, description, or the Default option for the custom role.

  

• Click Save when finished. 
• To edit the permissions/options for the custom role, click Add. For more information about the available permissions, you can refer to the following section.

  

• In the modal window, you can:
  • Use the drop-down menu to select a permission/option and click Add to add new permission.
  • Click to remove a permission/option.

  

• When finished, click Close.

Delete a Custom Role

To delete a custom role, it cannot be assigned to an employee. If you try to delete a custom role that is assigned to an employee, all of the permissions/options will be removed, but the custom role will stay.

• To delete a custom role, click Delete towards the left of the custom role.

  

Available Permissions

Permission	Description
Approval Queue: Post Form Approvals - Edit Form	Approval Queue: Post Form Approvals - Edit Form
Can Impersonate	Ability to impersonate other users.
Can Receive Transferred Evaluation	Ability to Receive a Transferred Evaluation
Can Transfer Evaluation	Ability to Transfer an Evaluation
Complete Project Reviews	Allows a user to complete project reviews and to view their own completed evaluations.
Dashboard	Ability to visit and manipulate the dashboard
Delete Employee Images	Ability to delete employee images
District	Ability to see district widgets
Evaluations	Ability to see all evaluations
Evaluations	Allows a student to add their own goals in Evaluations
HRnotes	Ability to see HR notes
Inspection	Ability to see Inspection Module
Inspection Admin	Ability to full admin rights within Inspection Module
Inspection Has Permission to Sign for Location	Ability to sign off on Inspection for their CompanyLocationID
Knowledge Base Admin	Ability to administrate Knowledge Base module
LastRaiseAmount	Ability to see the last raise amount
LMS - Approve Training History	Allows a training admin to view and approve pending course history requests.
LMS - Manage Catalog Restrictions	Allows a training admin to manage course catalog restrictions.
Manage Permissions	Ability to Manage Permissions
Manage Project Reviews	Allows a user to create project reviews, add projects, assign evaluations to projects, and review all completed evaluations.
Mystery Shopper	Ability to access Mystery Shopper Module
Mystery Shopper Admin	Ability to administrate Mystery Shopper module
Mystery Shopper Link Employee to Shop	Ability to associate a specific employee to the mystery shop being completed.
Proctor All Tests	Ability to proctor all tests
Proctor Subordinates	Ability to proctor subordinate tests
Restricted LMS Admin	Restricts a user with an LMS Admin Role from activating/deactivating courses and classes, creating classes/courses, and creating/editing instructors.
Salary	Ability to see salaries
Ability to see subordinates' evaluations	Ability to see subordinates' evaluations
Ability to see subordinates' salaries	Ability to see subordinates' salaries
Success Notes Has Access To Module	Has Access to Success Notes Module
Success Notes Moderator	Ability to Moderate posts in Success Notes
Succession Has Access To Module	Has Access to Succession Module
Succession Menu Development Plans	Enables the Development Plans menu item within the succession module. This allows for the ability to create Development Plans for students.
Succession Menu Talent Matrix	Enables the Talent Matrix menu item within the succession module.
Succession Menu Talent Slate	Enables the Talent Slate menu item within the succession module.
Succession Planning Admin	Ability to administrate Succession Planning Module
Succession Tab Assessments	Ability to view the Assessments tab within the succession tools.
Succession Tab Career Preferences	Ability to view the Career Preferences tab within the succession tools.
Succession Tab Dashboard	Ability to view the Dashboard tab within the succession tools.
Succession Tab Evaluations	Ability to view the Evaluations tab within the succession tools.
Succession Tab Org Chart	Ability to view the Org Chart tab within succession tools.
Succession Tab Scorecards	Ability to view the Scorecards tab within the succession tools.
Succession Tab Succession Plans	Ability to view the Succession Plans tab within the succession tools.
Succession Tab Training	Ability to view the Training tab within the succession tools.
Succession View Only Self	Restricts visibility to only the logged-in user
Succession View Only Subordinates	Allows for viewing of ONLY subordinates within the succession module.
Succession Tab Development Plans	Ability to view the Development Plans tab within the succession tools.
SuperUser	Permission to do everything
TMS	Ability to visit and manipulate the dashboard
Training Log Has Access To Mobile	Has Access to Training Log Module
View All People	Allows a user to view all employees on the People page.
View All Tests	Ability to see all tests