How to Create User Roles [Video]
OrangeHRM is designed in such a way that an organization can empower users based on their Roles. The system consists of three pre-defined Roles as described below.
- Global / Default Admin: has access to all the modules in the system and can view/access all employee information within the system working in multiple locations/regions of the organization (Regional access configuration is available only in OrangeHRM Enterprise system)
- Default Supervisor: this profile allows access to self-service as well as direct reports information.
As a default setting, the accessibility privileges are configured for the Default Supervisor and Default ESS roles
Default User Role - Supervisor
Default User Role - ESS
Data Group Permissions can be edited only by a Global Admin for Default ESS and Default Supervisor if needed. However, Workflow permissions are uneditable for the default user roles.
Refer how to add supervisor/subordinator How to add/remove supervisors/subordinates
In addition to the default user roles, an organization has the privilege or creating custom user roles as well.
The User Roles section enables the Global Admin to create custom user roles with configurable privileges and manage employee data across multiple modules, manage the workflows of various processes in the organization, and assign these User Roles specific to regions.
The default user role types (ESS, Supervisor, and Global Admin) can not be changed or edited. You may create your own custom user role to cater to your organizational requirements by following the below-mentioned steps in Add User Role page
To view the User Role list, go to Admin > User Management > User Roles, and you will be taken into the below page.
Add User Role
Custom user roles are created based on the default user roles available. To add a custom user role;
Step 1 – Click on the ‘Add’ button on the user roles page. Then the Add User Role screen will appear.
Step 2 – Select the type of user role you want to create. (Admin, ESS, Supervisor)
Fill the options in the form depending on your requirement.
Step 3 – Complete the following fields.
|
Field |
Description |
|
User Role name |
Desired name for the new user role |
|
Add Employee |
Allows the user to add employees to the system |
|
Delete Employee |
Allows the user to delete employees from the system |
|
Terminate employee |
Allows the user to terminate employees |
|
Workflow Management |
Select the workflow management options the user should be privileged to. Workflow management refers to the admin privileges related to actions in the system. Ex: As a standard practice, A supervisor has to approve a requested leave. However, an admin user with ‘Leave workflow’ access privilege may also approve the said request as well. |
Step 4 – Select Data Group Permissions. Click each category to expand. You can decide the level of permission.
In the screenshot above, the User Role is configured so that the user can only view it in the Asset Tracker. The user will not be able to Add, Delete or Edit data in the plugin.
Step 5 – Click ‘Save.’