Module Navigation

Adding a Custom Role

Excerpt From An Article

This article is an excerpt from another article: Complete Guide to Custom Roles

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.


  • From the Custom Roles page, you will see any existing 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 a short description of the available permissions, you can refer to the following article


  • 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 will be listed at the bottom.
    • To remove any permissions/options, click the trash_icon.gif icon. When done, click Close.


  • When done, click Close.
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