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.

    LMS_-_Account_Admin_-_01.png

  • 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. For more information about the available permissions, you can refer to the following section.

    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. For more information about the available permissions, you can refer to the following section.

    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

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

 

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