Managing Custom Permissions

The Custom Permissions feature in Your HR System allows you to manage access across the platform effectively. By creating Permission Groups, you can assign specific permissions to employees or departments, controlling what they can see and do.

This guide walks you through setting up and managing Permission Groups to customize access for your team.

Accessing Custom Permissions

1. Navigate to the Configure Company menu.
2. Click Permissions to open the Custom Permissions page.

What Are Permission Groups?

A Permission Group is a collection of specific permissions that determine what actions employees or departments can perform. Instead of assigning permissions individually, you can manage access for multiple users at once by grouping them.

Key Features:

• Assign permissions to employees or departments.
• Define access to features such as the Asset Register, Company Policies, and Position Templates.
• Manage permissions centrally for streamlined access control.

How to Create a Permission Group

Follow these steps to create a new Permission Group:

1. Open the Custom Permissions Page

    Navigate to the Custom Permissions page under the Permissions menu.

2. Click "Add New Permission Group"

    Click the Add New Permission Group button to open the form.

3. Enter Group Details

• Name: Provide a descriptive name for the group (e.g., "Asset Managers").
• Description (optional): Add details about the purpose of the group.

4. Assign Permissions

    Assign permissions to this group by selecting specific features:

• Asset Register: Manage company assets.
• Company Policies: Manage company policies.
• Position Templates: Manage position templates.

5. Add Members

    Choose whether the permissions should apply to:

• Employees: Select individual employees.
• Departments: Assign permissions to entire departments.

6. Save the Group

    Click Save to create the Permission Group.

Managing Permission Groups

Editing a Permission Group

1. From the Custom Permissions page, locate the group in the list.
2. Click the Edit button (pencil icon) next to the group.
3. Update the name, description, permissions, or members as needed.
4. Click Save to apply the changes.

Deleting a Permission Group

1. Click the Delete button (trash icon) next to the group you want to remove.
2. Confirm the deletion in the dialog box.

Example Use Case

Scenario: You want the "IT Department" to manage the company’s assets.

Steps:

1. Create a new Permission Group named IT Asset Managers.
2. Assign the Asset Register permission.
3. Add the IT Department as the members of this group.
4. Click Save.

Now, all employees in the IT Department can manage the company’s assets without affecting permissions for other departments.

Frequently Asked Questions

Can I assign both employees and departments to the same group?

Yes, you can assign permissions to both employees and departments in a single Permission Group.

What happens if an employee belongs to multiple Permission Groups?

If an employee is part of multiple groups, they will inherit permissions from all the groups they are assigned to.

Can I restrict access to specific features within a permission?

Currently, permissions apply to the entire feature. More granular control may be available in future updates.