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
- Click Roles in the sidebar.
- The table shows:
| Column | Description |
|---|---|
| Name | The role name (e.g., Admin, HR, Manager) |
| Permissions | Number of permissions assigned |
| Users | How many users currently have this role |
Creating a New Role
- Click New Role.
- Enter a name for the role.
- Optionally select permissions using the checkboxes. Use Select All / Deselect All per permission group.
- Click Create.
Editing a Role
- Click the actions menu (⋮) → Edit.
- Update the role name.
- Click Update.
Protected Role
The Admin role cannot be edited or deleted — it is a protected system role.
Managing Permissions
- Click the actions menu (⋮) → Manage Permissions.
- A dialog opens showing all permissions grouped by module:
- Entities
- Departments
- Employees
- KPI Templates
- KPI Cycles
- KPI Evaluations
- RBAC
- Check or uncheck permissions as needed.
- 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
- Click the actions menu (⋮) → Delete.
- 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
| Group | Permissions |
|---|---|
| Entities | View, Create, Update, Delete |
| Departments | View, Create, Update, Assign Managers, Assign Team Leads |
| Employees | View, View All, Create, Update, Deactivate |
| KPI Templates | View, Create, Update, Delete |
| KPI Cycles | View, Create, Update, Delete, Publish |
| KPI Evaluations | View, Update, Review, Assign Reviewer, Force Close |
| RBAC | Manage |