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Roles & Permissions

Who can use this: Admin only

The Roles page lets you manage system roles and control what each role can do.

Viewing Roles

  1. Click Roles in the sidebar.
  2. The table shows:
ColumnDescription
NameThe role name (e.g., Admin, HR, Manager)
PermissionsNumber of permissions assigned
UsersHow many users currently have this role

Creating a New Role

  1. Click New Role.
  2. Enter a name for the role.
  3. Optionally select permissions using the checkboxes. Use Select All / Deselect All per permission group.
  4. Click Create.

Editing a Role

  1. Click the actions menu (⋮)Edit.
  2. Update the role name.
  3. Click Update.
Protected Role

The Admin role cannot be edited or deleted — it is a protected system role.

Managing Permissions

  1. Click the actions menu (⋮)Manage Permissions.
  2. A dialog opens showing all permissions grouped by module:
    • Entities
    • Departments
    • Employees
    • KPI Templates
    • KPI Cycles
    • KPI Evaluations
    • RBAC
  3. Check or uncheck permissions as needed.
  4. Click Save.
Admin Permissions

For the Admin role, the permissions dialog is read-only — you can view the assigned permissions but cannot modify them.

Deleting a Role

  1. Click the actions menu (⋮)Delete.
  2. Confirm the deletion.
Users Must Be Reassigned

You cannot delete a role that still has users assigned to it. Reassign those users to a different role first.

Available Permission Groups

GroupPermissions
EntitiesView, Create, Update, Delete
DepartmentsView, Create, Update, Assign Managers, Assign Team Leads
EmployeesView, View All, Create, Update, Deactivate
KPI TemplatesView, Create, Update, Delete
KPI CyclesView, Create, Update, Delete, Publish
KPI EvaluationsView, Update, Review, Assign Reviewer, Force Close
RBACManage