Managing Roles and the Member Permission Matrix

Default Roles

The system provides several common built-in roles: Business Owner, HR, Branch Manager, Employee. Each role has a default set of permissions suited to everyday work.

Creating a Custom Role

Go to Members & Permissions → Roles → Add New Role, name the role (e.g. "Recruitment Team Lead"), and continue configuring the permission matrix.

The Permission Matrix

The permission matrix is displayed as a table: each row is a function (view timesheets, approve leave, view payroll, manage recruitment, etc.), each column is an action permission (view, create, edit, delete, approve). Check the appropriate cells to grant that role exactly the permissions it needs.

Assigning Roles to Members

After creating a role, go to the member list, select each person, and assign the corresponding role — a member can be assigned multiple roles at once if they hold multiple responsibilities.

Tip: Apply the principle of "least privilege" — only grant the permissions a member actually needs to limit the risk of accessing sensitive data outside their scope of work.