RBAC: How to Create a New Role

To create a new role in RBAC, follow these simple steps:

1. Go to Setup > Access Control



 

2. Click on Add Record on the Access Control Page

 

 

3. Initial Setup

• Fill out Role Name
• Fill out Role Description
• Select which Pay Group/s the role has access to
• Select Access Level
• Selecting Administrator Access allows the role to manage user access and update the Company Profile
• Selecting Restricted Access prevents the role from managing user access and the updating of Company Profile
• Select Save & Continue

 

4. Payroll Runs Module

• Click Allow to grant the role access to the Payroll Runs Module
• If Allowed, you need to set permissions of the role
• *If you click Allow but select no further permissions in Payroll Runs module, the role will only have view access to the module.
• Select Save & Continue or Discard New Role

 

 

5) Reports Module

• Click Allow to grant the role access to the Reports Module
• If Allowed, set permissions of the role
• *If you click Allow but select no further permissions in the Reports Module, the tab will NOT be visible to the role.
• *If any reports permission is granted, role has automatic view to basic salary etc
• Select Save & Continue or Discard New Role

 

6. Setup Module

• Click Allow to grant the role access to the Setup Module
• If Allowed, set permissions of the role
• *If you click Allow but select no further permissions in the Setup Module, the module will NOT be visible to the role.
• Select Save & Continue or Discard New Role

 

7. Employees Module

• Click Allow to grant the role access to the Employees Module
• If Allowed, set permissions of the role
• *If you click Allow but select no further permissions in the Employees Module, the role will only have view access to the page
• Select Save & Continue or Discard New Role

 

8. Users Module

• Click Allow to grant the role access to the Users Module
• If Allowed, set permissions of the role
• *If you click Allow but select no further permissions in Users Module, the role will only have view access to the page
• Select Save & Continue or Discard New Role