How to modify or delete roles/permissions assigned to an employee?

[Kripal]

How to modify or delete roles/permissions assigned to an employee? Is there any option to define a new set of roles/permissions and assigned it to an employee?

[Gunjan]

Yes, Empxtrack allows you to define new roles and modify or delete the existing ones from the system. The access permissions and visibility rules can be set as per the requirements.

To modify or delete an existing group or a role, follow these steps:

1. In the Search bar, type “roles and groups” and select the option - Create and assign groups.
    Alternatively, you can also go to Product configurations >> General settings >> Configure groups and roles.
2. Under Actions, click on Delete or Modify as per your requirement.



To define a new group or a role, follow the steps:

1. Follow step 1 as mentioned above.
2. Click Add new group.
3. Specify a unique name of the group and select an option to setup roles. Once you set the role, it can’t be changed. Hence, associate the role carefully.
4. Apply search criteria by selecting the suitable options for all the fields.
5. Specify employee names to Assign group to one or more employees and give access rights. You can select an option to give Full access or Read only access.
6. Provide access for specific modules to the employees assigned the groups in the Assign module visibility.
7. Click Save.

These groups are used for easy searching, collective processing, allocation of common rules, analytics and reporting.
You may like to refer to a help page to check out detailed information on how to setup global groups.