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.

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

    Company_Setup_-_Menu_-_01.png

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

Custom_Roles_-_00.png

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.

    Custom_Roles_-_Add_-_00.png

  • 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.

    Custom_Roles_-_Add_-_01.png

  • Click Save.
  • After the role has been added, click Add under the relevant column to open the related modal to add additional permissions/options.

    Custom_Roles_-_Add_-_03.png

  • 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 trash_icon.gif icon. When done, click Close.

    Custom_Roles_-_Add_Permissions_-_01.png

  • 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.

    Custom_Roles_-_Edit_-_00.png

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

    Custom_Roles_-_Edit_-_01.png

  • Click Save when finished. 
  • To edit the permissions/options for the custom role, click Add.

    Custom_Roles_-_Add_-_03.png

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

    Custom_Roles_-_Add_Permissions_-_01.png

  • 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.

    Custom_Roles_-_Delete_-_00.png

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