Custom Roles, an enhancement that allows Admins to define and manage access permissions with complete flexibility.
Instead of relying only on system-defined roles, you can now create tailored roles that match your organizational structure, team responsibilities, and internal approval workflows.
Admins can create roles from scratch by selecting from a wide range of permission policies. This ensures access levels are aligned with real job functions across teams.
Key capabilities include:
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Flexible Role Creation
Create unlimited custom roles
Combine any set of permission policies
Tailor roles to departments or unique workflows
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Policy-Based Permission Management
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Choose from multiple policy groups such as:
Attendance
Leaves
Payroll
Work Expenses
Documents
And more
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1. Access the Roles & Permissions Page
Go to Settings → Roles Management → Custom Role.
Here you can view system roles and any previously created custom roles.
2. Create a New Custom Role
Click Add New to start creating a role.
Here you can add the role’s name, description, and permissions.
3. Add Role Details
Role Name (e.g., HR Assistant – Attendance Only)
Description to help other admins understand the role’s purpose.
Browse or search through all available policies and Assign the policy permissions to the custom role.
Assign only the policies relevant to that specific role.Click Save Changes to add the custom role to your Role Management list.
You can return anytime to edit, rename, or delete the role
4. Assign the Role to Users
After saving the role:
Open the Role Assignment tab
Click Assign Role and choose the user
Or update an existing user’s role through their profile
Users will automatically receive all permissions defined in that custom role.