The "Roles and Permissions" section in the PeopleForce system is a crucial component that enables users to configure access and visibility to various modules, thereby streamlining the process of working within the system.
User roles in the PeopleForce system
To initiate the process, navigate to the "Security" section in the settings and select "Roles and Permissions." Here, you will find five default roles within the system:
Administrators (the administrator's role and rights are pre-set by default);
All employees;
Managers;
Team leads;
Employees about themselves.
Visibility and actions with fields in the employee card
The available options for field visibility are as follows:
- None: If this option is selected, the employee will not see the chosen field in their profile.
- View: This option allows the field to be displayed to the employee for viewing purposes only.
- Edit: By selecting this option, the employee can see and edit the field.
The ''Аdministrators'' role already includes all the highest permissions in the system, so it can’t be edited. The administrator role is the most powerful in the system, so please assign it with care. Admins have access to everything and can manage all data.
The role "All employees" is typically regarded as a basic user role that determines what information an employee can see when viewing the profiles of other employees. Usually, it allows viewing things rather than editing.
Team leads' user role is automatically assigned to users designated as team leads, determining their viewing and editing privileges for the team members within the team they lead.
Managers' role is automatically assigned to individuals who have at least one employee reporting to them, allowing them to view or edit information related to both their direct and indirect reports.
Employee about themselves role allows managing what employees can view and edit in their own profiles. It allows setting up permission for every employee field, including custom fields, job tab info, leaves tab, and other tabs in the employee profile. Every employee has this role assigned, and this cannot be changed. Generally, on the ''Personal'' tab, employees have the ability to edit most fields in their profile.
Permission conflicts
Companies can create as many roles as they need, and these roles can be assigned to users. At the same time, it is essential to explain that even if a user has a few roles with identical permissions, the system will automatically choose only one permission of the same kind.
In another case, the higher permission will take effect, while the lower permissions will be ignored. For instance, if the Manager role grants access to edit compensation while the Recruiter role does not, the Manager role will have a stronger influence, allowing the user to edit compensation.
Roles and permission video guide
You can also access our video guide by clicking on the following link.