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Employee Management

How do I give an employee access to the system

1 min read Updated August 2026

  • Company Admin: After creating a custom role, the Company Admin can assign the corresponding access directly to an employee.

       

  1. From the Right-hand Top Side, Click on the Profile button and select “Profile & Settings”.
  2. From the left-hand menu, Click on Roles & Permissions.
  3. To create a new role, Click on + Add Role.
  4. Enter the Role Name and configure the required permissions by selecting the appropriate access levels for each module. 
  5. Click on Save to create the new role.
  6. To modify an existing role, locate the role in the list and Click on the Edit icon under the Actions column. 
  7. Update the required permissions as needed. 
  8. Click on Save to apply the changes.

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