The roles in the system allow you to work not with a specific user but
with an abstraction “Role” (position in the company). Once you set the
permissions by roles, when replacing an employee, the only thing you have to do
is to specify in which roles the new employee is going to participate. Working
with roles also simplifies the intercompany work, because it’s not necessary to
refer to an employee but to a role instead. For example, if something has to be
checked by accounting, it’s simply enough to direct it to the “Accounting” role,
instead of a specific person whose name you may not even know.
The roles in the system are arranged in a hierarchical structure. This is handy because in
different places, functionality allows escalation (leveling up a task),
referring a user down by the hierarchy and other similar functionalities.
Often within the organization settings, we create parallel hierarchy of roles.
For example, the first will be by position, and the second one by projects.
This simplifies the delicate settings a user should have.
Managing Roles
On
this page you can manage the roles in the system. The screen is divided in two
main sections: Header (1) and List (2).
Within the Header (1) section you
have a green Add (+) button that
allows you to create a New Role.
Within the List (2) section you can see
all the roles that you have entered in the system. The information is shown in
columns that are described in the table below:
| Column | Meaning |
| Role | Name of the role |
| ID | ID of the role |
| Position | Position of the role |
| ID/Code | ID/Code of the role |
| Description | Description of the role (if any) |
Plus
a few additional buttons:
| Button | Mouse over text | Meaning |
| Position | Allows you to change the position Up/Down | |
| Add | Allows you to Add New Role | |
| Edit | Allows you to Edit an existing role | |
| Delete | Allows you to Delete a role |