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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

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