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.

    LMS_-_Account_Admin_-_01.png

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

    Company_Setup_-_Menu_-_01.png

  • From the Custom Roles page, you will see any existing custom roles.

    Custom_Roles_-_00.png

  • 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 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.
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