How To Add/Remove Users From A Role

System security in your HRIS Portal is based on the concept of customizable roles. A user can be assigned to multiple roles, with each role having customizable account settings, field settings, and module settings.

Chances are, over time you will need to add or remove users from different roles as their responsibilities within your company change.

Step-By-Step Instructions

To begin, launch the HRIS Administration module from the home screen of your HRIS portal.

Then, select Manage Roles from the side menu under Payroll And Setup.

From here, you can either manage role access by role or by user.

To manage a specific employee's role access, click on the Users tab and select the employee whose roles you would like to view or edit.

This will bring up a list of the employee's Current Role Membership as well as all other available roles for you to add membership to.

To remove role membership, select the role you would like to remove from the employee from the Current Roles For User section and click Remove Role Membership.

Similarly, to add role membership, select the role you would like to add from the Select Additional Roles section and click Grant Role Membership.

Top Tip: Save time by pressing Ctrl + Click to select multiple modules at the same time!

If instead, you would like to manage role users from the role itself (for example, if you recently promoted several employees to Management positions), you can click on the Roles tab and select the role you would like to add or remove employees from.

Click on the Users tab from the role configuration table. Then, as with the employee role access, if you would like to remove a user from a role, select the user from the Current Role Members section and click Remove Role Membership.

Or, to add a user to the role, select the user from the Select Additional Users section and click Grant Role Membership.

Top Tip: Save time by pressing Ctrl + Click to select multiple users at the same time!