Security, Roles & Users

Create User Roles and Permissions

How to Create User Roles and Permissions

Last reviewed: 26 October 2026

Roles define your company's hierarchy and specify what fields or system modules an employee can open.

Step 1: Click the Settings gear icon on the top right, then go to Security > Manage Roles.
Create User Roles and Permissions: screen 1

Step 2: Click the purple Create a New button in the top right corner.
Create User Roles and Permissions: screen 2

Step 3: Type the Role Name (such as Branch Manager, Accountant, or Team Lead) inside the labeled form box.

Step 4: Expand the specific software sections (like Payroll Configuration or Employees Data) and check the checkboxes for the forms you want to allow them to access.

Step 5: Click the purple Save button at the base of the window layout.

Create User Roles and Permissions: screen 3