Creating/Editing Roles

Deleting a Role

The Roles page is the administrative center for defining the scope of access for every member within Human Core. By organizing users into specific role categories, System Administrators can ensure that sensitive organizational data remains secure while maintaining a clear reporting hierarchy.

Role Categories & Sidebar Navigation

The left-hand sidebar provides a structured view of all permission sets. You can expand or collapse groups to manage specific roles:

• Users: A master list of all individuals in the system, regardless of their current assignment.
• System Administrator: The highest tier of access, granting full control over all system settings, custom content, and employee fields. On the 1st scan (after the app is installed and initialized), all Org/Jira admins would be added to the app as System admins automatically.
• Manager Roles: A group for roles with oversight capabilities. Members in these roles can typically view or manage the professional data of their direct and indirect reports.
• Employee Roles: Standard roles for individual contributors. These usually focus on self-service, allowing users to view the directory and manage their own profiles.
• Custom Roles: Specialized permissions created to fit unique organizational needs that fall outside standard categories.
• Unassigned: A dedicated tab for users who have been added to the application but have not yet been assigned a role. Users here generally have no access to app features until an assignment is made.

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Only System Admins can create new roles, delete existing ones, or modify the global Employee Fields.

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Search Roles: Use the search bar at the top of the sidebar to quickly jump to a specific role by name. This is specifically useful when your organization has too many roles to manage.

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Managing a Specific Role

When you select a role (e.g., Ricky manager role), the main dashboard displays the following management tools:

Role Overview & Actions

• Role Description: A summary of what this access level allows (e.g., "This access level grants users access to view some of their direct reports' employee information").
• Assign Employees: Open a search dialog to add new members to this role.