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