To create a new role, use the primary blue button in the top-right corner to initiate a new role creation. You will be prompted to choose a category (Manager, Employee, or Custom) and define its unique permission set. On the other hand, to edit a role, simply click Role setting button in the exact role page.

Manager or Custom Roles

The workflow for Manager Roles and Custom Roles is streamlined into two essential steps.

Step 1: Basic Info

• Role Name: Enter a unique, descriptive name for the role (e.g., "Department Lead" or "Compliance Auditor").
• Description (Optional): Provide a summary of the responsibilities or access levels this role provides to help other administrators understand its purpose.

Step 2: What this Role Can See

• Configure the granular visibility of Employee Fields.
• Determine which tabs (Personal, Job, Benefits) and specific data points (Address, Salary, Tech Stack) are visible to users assigned to this role.

Employee Roles

Because Employee Roles are often used for self-service profiles, they require an additional layer of configuration to manage how data updates are handled.

Step 1: Basic Info

• Define the Role Name and optional Description as outlined above.

Step 2: What this Role Can See

• Select which fields the employee can view on their own profile or in the People Directory.

Step 3: Approval Settings (Additional Step)

This unique third step defines the governance for data changes made by the employee.

• Approval Rule Selection: Choose the specific approval workflow that triggers when a user in this role attempts to edit a field marked as "Approval Required".
• Executive Oversight: This ensures that sensitive personal or professional updates are verified by the appropriate executives before becoming live in the system.